Beacon Financial Advisory LLC Ishares Tr Russell 200 Growth Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,175 shares of IWY stock, worth $600,408. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,175
Previous 2,195 0.91%
Holding current value
$600,408
Previous $541,000 9.98%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$243.93 - $275.62 $4,878 - $5,512
-20 Reduced 0.91%
2,175 $595,000
Q1 2025

Apr 24, 2025
BUY
$210.19 - $243.33 $461,367 - $534,109
2,195 New
2,195 $463,000
Q3 2024

Oct 30, 2024
SELL
$194.66 - $225.97 $31,340 - $36,381
-161 Reduced 6.69%
2,247 $494,000
Q2 2024

Jul 26, 2024
BUY
$183.56 - $216.15 $121,149 - $142,659
660 Added 37.76%
2,408 $516,000
Q1 2024

May 01, 2024
BUY
$170.38 - $196.82 $82,634 - $95,457
485 Added 38.4%
1,748 $341,000
Q4 2023

Jan 23, 2024
BUY
$149.01 - $175.92 $188,199 - $222,186
1,263 New
1,263 $221,000

Others Institutions Holding IWY

# of Institutions
672
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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