Certified Advisory Corp Ishares Tr Russell 200 Growth Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

A detailed history of Certified Advisory Corp transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Certified Advisory Corp holds 52,007 shares of IWY stock, worth $11.2 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

52,007

Previous 50,658 2.66%

Holding current value

$11.2 Million

Previous $11.1 Million 9.76%

% of portfolio

1.34%

Previous 1.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.72 - $244.71 $292,355 - $330,113	1,349 Added 2.66%	52,007 $12.2 Million
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $642,183 - $745,475	3,299 Added 6.97%	50,658 $11.1 Million
Q2 2024 Aug 13, 2024	BUY	$183.56 - $216.15 $1.27 Million - $1.5 Million	6,930 Added 17.14%	47,359 $10.2 Million
Q1 2024 May 10, 2024	BUY	$170.38 - $196.82 $1.73 Million - $2 Million	10,149 Added 33.52%	40,429 $7.89 Million
Q4 2023 Feb 09, 2024	BUY	$149.01 - $175.92 $270,900 - $319,822	1,818 Added 6.39%	30,280 $5.31 Million
Q3 2023 Nov 13, 2023	BUY	$152.69 - $164.44 $190,404 - $205,056	1,247 Added 4.58%	28,462 $4.38 Million
Q2 2023 Aug 14, 2023	BUY	$136.24 - $158.56 $525,613 - $611,724	3,858 Added 16.52%	27,215 $4.32 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $53,807 - $63,491	-457 Reduced 1.92%	23,357 $3.24 Million
Q4 2022 Feb 14, 2023	BUY	$117.55 - $131.34 $1.58 Million - $1.77 Million	13,462 Added 130.04%	23,814 $2.87 Million
Q3 2022 Nov 14, 2022	BUY	$119.49 - $146.95 $95,472 - $117,413	799 Added 8.36%	10,352 $1.24 Million
Q2 2022 Aug 15, 2022	BUY	$120.18 - $161.96 $640,078 - $862,598	5,326 Added 126.0%	9,553 $1.2 Million
Q1 2022 May 13, 2022	BUY	$141.01 - $175.1 $305,850 - $379,791	2,169 Added 105.39%	4,227 $671,000
Q4 2021 Feb 14, 2022	BUY	$150.99 - $175.61 $52,846 - $61,463	350 Added 20.49%	2,058 $357,000
Q3 2021 Nov 15, 2021	BUY	$151.1 - $163.27 $258,078 - $278,865	1,708 New	1,708 $261,000
Q2 2021 Aug 16, 2021	SELL	$136.12 - $150.82 $56,081 - $62,137	-412 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$127.24 - $139.47 $52,422 - $57,461	412 New	412 $55,000

Others Institutions Holding IWY

# of Institutions

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Account

Certified Advisory Corp Ishares Tr Russell 200 Growth Transaction History