Gradient Investments LLC Ishares Tr Russell 200 Growth Transaction History

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025

A detailed history of Gradient Investments LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Gradient Investments LLC holds 5,962 shares of IWY stock, worth $1.65 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,962
Previous 4,252 40.22%
Holding current value
$1.65 Million
Previous $1.16 Million 41.44%
% of portfolio
0.03%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$268.43 - $288.26 $459,015 - $492,924
1,710 Added 40.22%
5,962 $1.65 Million
Q3 2025

Oct 06, 2025
BUY
$243.93 - $275.62 $244,661 - $276,446
1,003 Added 30.87%
4,252 $1.16 Million
Q2 2025

Jul 08, 2025
BUY
$187.5 - $246.51 $609,187 - $800,910
3,249 New
3,249 $800,000
Q1 2024

Apr 23, 2024
SELL
$170.38 - $196.82 $9,882 - $11,415
-58 Reduced 10.6%
489 $95,000
Q4 2023

Jan 18, 2024
BUY
$149.01 - $175.92 $37,997 - $44,859
255 Added 87.33%
547 $95,000
Q3 2023

Oct 27, 2023
SELL
$152.69 - $164.44 $32,064 - $34,532
-210 Reduced 41.83%
292 $44,000
Q1 2023

Apr 17, 2023
SELL
$117.74 - $138.93 $345,566 - $407,759
-2,935 Reduced 85.39%
502 $69,000
Q4 2022

Jan 10, 2023
BUY
$117.55 - $131.34 $334,429 - $373,662
2,845 Added 480.57%
3,437 $0
Q1 2022

May 26, 2022
SELL
$141.01 - $175.1 $57,250 - $71,090
-406 Reduced 40.68%
592 $94,000
Q4 2021

Jan 12, 2022
SELL
$150.99 - $175.61 $4,227 - $4,917
-28 Reduced 2.73%
998 $173,000
Q3 2021

Oct 18, 2021
SELL
$151.1 - $163.27 $12,088 - $13,061
-80 Reduced 7.23%
1,026 $157,000
Q2 2021

Jul 12, 2021
BUY
$136.12 - $150.82 $28,585 - $31,672
210 Added 23.44%
1,106 $167,000
Q3 2020

Oct 06, 2020
BUY
$108.23 - $131.63 $27,815 - $33,828
257 Added 40.22%
896 $109,000
Q2 2020

Jul 10, 2020
SELL
$80.54 - $107.61 $3,382 - $4,519
-42 Reduced 6.17%
639 $68,000
Q1 2020

Apr 07, 2020
BUY
$73.46 - $106.09 $3,085 - $4,455
42 Added 6.57%
681 $57,000
Q4 2019

Jan 15, 2020
SELL
$84.75 - $97.05 $3,305 - $3,784
-39 Reduced 5.75%
639 $62,000
Q3 2019

Oct 10, 2019
BUY
$86.45 - $88.64 $31,381 - $32,176
363 Added 115.24%
678 $59,000
Q2 2019

Jul 16, 2019
BUY
N/A
315 New
315 $27,000
Q3 2018

Oct 11, 2018
SELL
N/A
-390 Closed
0 $0
Q1 2018

Apr 11, 2018
BUY
N/A
390 New
390 $29,000

Others Institutions Holding IWY

# of Institutions
670
Shares Held
55.1M
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 Gradient Investments LLC Portfolio

Follow Gradient Investments 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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email