Capital Advisory Group Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$330 Million
Q4 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 3,575 shares of IWL stock, worth $601,136. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,575

Previous 3,606 0.86%

Holding current value

$601,136

Previous $598,000 0.5%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$163.11 - $172.47 $5,056 - $5,346	-31 Reduced 0.86%	3,575 $601,000
Q3 2025 Oct 29, 2025	BUY	$152.78 - $166.59 $24,444 - $26,654	160 Added 4.64%	3,606 $598,000
Q2 2025 Jul 10, 2025	SELL	$122.36 - $153.12 $361,573 - $452,469	-2,955 Reduced 46.16%	3,446 $527,000
Q1 2025 Apr 15, 2025	BUY	$135.83 - $151.73 $6,519 - $7,283	48 Added 0.76%	6,401 $874,000
Q4 2024 Feb 03, 2025	BUY	$138.92 - $149.97 $347,994 - $375,674	2,505 Added 65.1%	6,353 $919,000

Q3 2024 Oct 15, 2024	BUY	$126.32 - $140.44 $230,660 - $256,443	1,826 Added 90.31%	3,848 $540,000
Q2 2024 Jul 22, 2024	BUY	$120.51 - $134.58 $243,671 - $272,120	2,022 New	2,022 $270,000

Others Institutions Holding IWL

# of Institutions

222

Shares Held

8.44M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Capital Advisory Group Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History