Avestar Capital, LLC Ishares Tr Russell 200 Growth Transaction History

Avestar Capital, LLC

$1.49 Billion
Q3 2025

A detailed history of Avestar Capital, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Avestar Capital, LLC holds 979 shares of IWY stock, worth $270,252. This represents 0.02% of its overall portfolio holdings.

Number of Shares

979

Holding current value

$270,252

% of portfolio

0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$243.93 - $275.62 $238,807 - $269,831	979 New	979 $267,000
Q1 2025 May 14, 2025	SELL	$210.19 - $243.33 $1.17 Million - $1.35 Million	-5,557 Reduced 85.02%	979 $206,000
Q1 2024 May 10, 2024	SELL	$170.38 - $196.82 $314,691 - $363,526	-1,847 Reduced 22.03%	6,536 $1.28 Million
Q4 2023 Feb 12, 2024	BUY	$149.01 - $175.92 $1.25 Million - $1.47 Million	8,383 New	8,383 $1.47 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-65 Closed	0 $0

Q1 2018 May 10, 2018	BUY	N/A	15 Added 30.0%	65 $4,000
Q4 2017 Feb 14, 2018	BUY	N/A	50	50 $3,000

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55M

Call Options Held

Put Options Held

2.7K

Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.64 Billion
3.41% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.94M
Shares

$1.64 Billion
4.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.79M
Shares

$1.32 Billion
5.5% of portfolio
First Citizens Bank & Trust CO

4.58M
Shares

$1.26 Billion
22.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.18M
Shares

$878 Million
0.21% of portfolio

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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