American Trust Ishares Tr Russell 200 Growth Transaction History

American Trust

$1.2 Billion
Q4 2024

A detailed history of American Trust transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, American Trust holds 9,308 shares of IWY stock, worth $1.96 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,308

Holding current value

$1.96 Million

% of portfolio

0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$216.72 - $244.71 $2.02 Million - $2.28 Million	9,308 New	9,308 $2.19 Million
Q4 2023 Feb 21, 2024	BUY	$149.01 - $175.92 $742,814 - $876,961	4,985 Added 78.1%	11,368 $1.99 Million
Q3 2023 Nov 15, 2023	BUY	$152.69 - $164.44 $7,634 - $8,222	50 Added 0.79%	6,383 $981,000
Q2 2023 Aug 14, 2023	SELL	$136.24 - $158.56 $288,420 - $335,671	-2,117 Reduced 25.05%	6,333 $1 Million
Q1 2023 May 22, 2023	BUY	$117.74 - $138.93 $4,238 - $5,001	36 Added 0.43%	8,450 $1.17 Million
Q4 2022 Feb 16, 2023	BUY	$117.55 - $131.34 $989,065 - $1.11 Million	8,414 New	8,414 $1.01 Million

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

Tiaa Trust, National Association Charlotte, NC

6.25M
Shares

$1.31 Billion
4.46% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.25 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.37M
Shares

$1.13 Billion
4.54% of portfolio
First Citizens Bank & Trust CO

5.05M
Shares

$1.06 Billion
18.48% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$588 Million
0.22% of portfolio

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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