Capital Analysts, LLC Ishares Tr Russell 200 Growth Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Analysts, LLC holds 2,249 shares of IWY stock, worth $483,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,249

Previous 2,301 2.26%

Holding current value

$483,265

Previous $506,000 4.55%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$216.72 - $244.71 $11,269 - $12,724	-52 Reduced 2.26%	2,249 $529,000
Q3 2024 Nov 13, 2024	BUY	$194.66 - $225.97 $261,623 - $303,703	1,344 Added 140.44%	2,301 $506,000
Q2 2024 Aug 14, 2024	BUY	$183.56 - $216.15 $183 - $216	1 Added 0.1%	957 $205,000
Q1 2024 May 14, 2024	BUY	$170.38 - $196.82 $3,748 - $4,330	22 Added 2.36%	956 $187,000
Q4 2023 Jan 30, 2024	BUY	$149.01 - $175.92 $100,581 - $118,745	675 Added 260.62%	934 $164,000
Q3 2023 Nov 13, 2023	SELL	$152.69 - $164.44 $37,256 - $40,123	-244 Reduced 48.51%	259 $40,000
Q2 2023 Aug 11, 2023	BUY	$136.24 - $158.56 $44,550 - $51,849	327 Added 185.8%	503 $80,000
Q4 2022 Feb 08, 2023	BUY	$117.55 - $131.34 $117 - $131	1 Added 0.57%	176 $21,000
Q3 2022 Nov 14, 2022	BUY	$119.49 - $146.95 $19,954 - $24,540	167 Added 2087.5%	175 $21,000
Q2 2022 Aug 12, 2022	BUY	$120.18 - $161.96 $961 - $1,295	8 New	8 $1,000

Others Institutions Holding IWY

# of Institutions

615

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Capital Analysts, LLC Ishares Tr Russell 200 Growth Transaction History