Berger Financial Group, Inc Ishares Tr Russell 200 Growth Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Berger Financial Group, Inc holds 21,719 shares of IWY stock, worth $6 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

21,719

Previous 21,925 0.94%

Holding current value

$6 Million

Previous $5.4 Million 9.97%

% of portfolio

0.44%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$243.93 - $275.62 $50,249 - $56,777	-206 Reduced 0.94%	21,719 $5.94 Million
Q2 2025 Jul 22, 2025	SELL	$187.5 - $246.51 $210,937 - $277,323	-1,125 Reduced 4.88%	21,925 $5.4 Million
Q1 2025 May 12, 2025	BUY	$210.19 - $243.33 $174,457 - $201,963	830 Added 3.74%	23,050 $4.86 Million
Q4 2024 Feb 14, 2025	BUY	$216.72 - $244.71 $107,709 - $121,620	497 Added 2.29%	22,220 $5.23 Million
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $48,470 - $56,266	249 Added 1.16%	21,723 $4.78 Million

Q2 2024 Aug 14, 2024	SELL	$183.56 - $216.15 $2.58 Million - $3.04 Million	-14,063 Reduced 39.57%	21,474 $4.61 Million
Q1 2024 Apr 16, 2024	BUY	$170.38 - $196.82 $6.05 Million - $6.99 Million	35,537 New	35,537 $6.93 Million

Others Institutions Holding IWY

# of Institutions

671

Shares Held

55M

Call Options Held

Put Options Held

2.7K

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About ISHARES TR RUSSELL 200 GROWTH

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Berger Financial Group, Inc Ishares Tr Russell 200 Growth Transaction History