Win Advisors, Inc Ishares Tr Russell 200 Growth Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

A detailed history of Win Advisors, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Win Advisors, Inc holds 19,366 shares of IWY stock, worth $4.27 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

19,366

Previous 30,337 36.16%

Holding current value

$4.27 Million

Previous $6.51 Million 34.52%

% of portfolio

2.1%

Previous 2.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$194.66 - $225.97 $2.14 Million - $2.48 Million	-10,971 Reduced 36.16%	19,366 $4.26 Million
Q2 2024 Aug 02, 2024	SELL	$183.56 - $216.15 $5.78 Million - $6.81 Million	-31,503 Reduced 50.94%	30,337 $6.51 Million
Q1 2024 Apr 24, 2024	SELL	$170.38 - $196.82 $608,256 - $702,647	-3,570 Reduced 5.46%	61,840 $12.1 Million
Q4 2023 Feb 05, 2024	BUY	$149.01 - $175.92 $9.75 Million - $11.5 Million	65,410 New	65,410 $11.5 Million
Q1 2023 Apr 28, 2023	BUY	$117.74 - $138.93 $696,196 - $821,493	5,913 New	5,913 $821,000
Q3 2022 Oct 27, 2022	SELL	$119.49 - $146.95 $34,652 - $42,615	-290 Reduced 82.39%	62 $7,000
Q2 2022 Jul 18, 2022	SELL	$120.18 - $161.96 $71,026 - $95,718	-591 Reduced 62.67%	352 $44,000
Q1 2022 May 13, 2022	SELL	$141.01 - $175.1 $10.2 Million - $12.7 Million	-72,577 Reduced 98.72%	943 $150,000
Q4 2021 Feb 14, 2022	BUY	$150.99 - $175.61 $11.1 Million - $12.9 Million	73,520 New	73,520 $12.7 Million

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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