Burns Matteson Capital Management, LLC Ishares Tr Russell 200 Growth Transaction History

Burns Matteson Capital Management, LLC

  • $253 Billion
  • Q3 2025

A detailed history of Burns Matteson Capital Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 32,367 shares of IWY stock, worth $8.93 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
32,367
Previous 31,185 3.79%
Holding current value
$8.93 Million
Previous $7.69 Billion 15.22%
% of portfolio
3.5%
Previous 3.71%

Shares

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

Oct 16, 2025
BUY
$243.93 - $275.62 $288,325 - $325,782
1,182 Added 3.79%
32,367 $8.86 Billion
Q2 2025

Jul 15, 2025
BUY
$187.5 - $246.51 $277,312 - $364,588
1,479 Added 4.98%
31,185 $7.69 Billion
Q1 2025

May 02, 2025
SELL
$210.19 - $243.33 $22,490 - $26,036
-107 Reduced 0.36%
29,706 $6.27 Billion
Q4 2024

Jan 28, 2025
BUY
$216.72 - $244.71 $382,727 - $432,157
1,766 Added 6.3%
29,813 $7.01 Billion
Q3 2024

Oct 10, 2024
SELL
$194.66 - $225.97 $190,182 - $220,772
-977 Reduced 3.37%
28,047 $6.17 Billion
Q2 2024

Jul 08, 2024
SELL
$183.56 - $216.15 $205,954 - $242,520
-1,122 Reduced 3.72%
29,024 $6.23 Billion
Q1 2024

May 13, 2024
SELL
$170.38 - $196.82 $300,039 - $346,600
-1,761 Reduced 5.52%
30,146 $5.88 Billion
Q4 2023

Jan 12, 2024
SELL
$149.01 - $175.92 $135,003 - $159,383
-906 Reduced 2.76%
31,907 $5.59 Billion
Q3 2023

Jan 12, 2024
BUY
$152.69 - $164.44 $1.45 Million - $1.56 Million
9,499 Added 40.74%
32,813 $5.05 Billion
Q2 2023

Dec 11, 2023
BUY
$136.24 - $158.56 $200,545 - $233,400
1,472 Added 6.74%
23,314 $3.7 Billion
Q1 2023

Dec 11, 2023
SELL
$117.74 - $138.93 $170,016 - $200,614
-1,444 Reduced 6.2%
21,842 $3.03 Billion
Q4 2022

Dec 11, 2023
BUY
$117.55 - $131.34 $396,848 - $443,403
3,376 Added 16.96%
23,286 $2.81 Billion
Q3 2022

Dec 11, 2023
BUY
$119.49 - $146.95 $2,628 - $3,232
22 Added 0.11%
19,910 $2.38 Billion
Q2 2022

Dec 11, 2023
SELL
$120.18 - $161.96 $88,452 - $119,202
-736 Reduced 3.57%
19,888 $2.49 Billion
Q1 2022

Dec 11, 2023
SELL
$141.01 - $175.1 $12,690 - $15,759
-90 Reduced 0.43%
20,624 $3.28 Billion
Q4 2021

Dec 11, 2023
SELL
$150.99 - $175.61 $7,851 - $9,131
-52 Reduced 0.25%
20,714 $0
Q3 2021

Dec 11, 2023
SELL
$151.1 - $163.27 $79,025 - $85,390
-523 Reduced 2.46%
20,766 $3.17 Billion
Q2 2021

Dec 11, 2023
SELL
$136.12 - $150.82 $51,997 - $57,613
-382 Reduced 1.76%
21,289 $3.21 Billion
Q1 2021

Dec 11, 2023
SELL
$127.24 - $139.47 $185,643 - $203,486
-1,459 Reduced 6.31%
21,671 $2.92 Billion
Q4 2020

Dec 11, 2023
BUY
$116.6 - $133.06 $2.7 Million - $3.08 Million
23,130 New
23,130 $3.08 Billion

Others Institutions Holding IWY

# of Institutions
671
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
Track This Portfolio

Track Burns Matteson Capital Management, LLC Portfolio

Follow Burns Matteson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burns Matteson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burns Matteson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email