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 $4.69 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

19,366

Previous 30,337 36.16%

Holding current value

$4.69 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

542

Shares Held

50.2M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account