Concorde Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History

Concorde Asset Management, LLC

  • $222 Million
  • Q3 2025

A detailed history of Concorde Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Concorde Asset Management, LLC holds 23,646 shares of IWY stock, worth $6.53 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
23,646
Previous 2,441 868.7%
Holding current value
$6.53 Million
Previous $514,000 1158.75%
% of portfolio
2.91%
Previous 0.28%

Shares

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

Nov 14, 2025
BUY
$243.93 - $275.62 $5.17 Million - $5.84 Million
21,205 Added 868.7%
23,646 $6.47 Million
Q1 2025

May 15, 2025
SELL
$210.19 - $243.33 $6 Million - $6.95 Million
-28,549 Reduced 92.12%
2,441 $514,000
Q4 2024

Feb 13, 2025
BUY
$216.72 - $244.71 $222,788 - $251,561
1,028 Added 3.43%
30,990 $7.29 Million
Q3 2024

Nov 12, 2024
BUY
$194.66 - $225.97 $5.49 Million - $6.38 Million
28,220 Added 1619.98%
29,962 $6.59 Million
Q2 2024

Aug 12, 2024
BUY
$183.56 - $216.15 $55,985 - $65,925
305 Added 21.22%
1,742 $373,000
Q1 2024

May 15, 2024
BUY
$170.38 - $196.82 $19,252 - $22,240
113 Added 8.53%
1,437 $280,000
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $197,289 - $232,918
1,324 New
1,324 $231,000
Q2 2023

Jul 25, 2023
BUY
$136.24 - $158.56 $30,245 - $35,200
222 Added 9.01%
2,686 $425,000
Q1 2023

May 09, 2023
BUY
$117.74 - $138.93 $290,111 - $342,323
2,464 New
2,464 $342,000

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
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More about IWY
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