Heritage Trust CO Ishares Tr Russell 200 Growth Transaction History

Heritage Trust CO

  • $911 Million
  • Q3 2025

A detailed history of Heritage Trust CO transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Heritage Trust CO holds 1,900 shares of IWY stock, worth $524,495. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,900
Previous 1,900 -0.0%
Holding current value
$524,495
Previous $468,000 10.9%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$187.5 - $246.51 $5,625 - $7,395
-30 Reduced 1.55%
1,900 $468,000
Q1 2025

May 09, 2025
SELL
$210.19 - $243.33 $2,522 - $2,919
-12 Reduced 0.62%
1,930 $407,000
Q4 2024

Feb 13, 2025
SELL
$216.72 - $244.71 $39,876 - $45,026
-184 Reduced 8.65%
1,942 $456,000
Q2 2024

Aug 12, 2024
SELL
$183.56 - $216.15 $51,763 - $60,954
-282 Reduced 11.71%
2,126 $456,000
Q4 2023

Feb 09, 2024
BUY
$149.01 - $175.92 $358,816 - $423,615
2,408 New
2,408 $421,000

Others Institutions Holding IWY

# of Institutions
672
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
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO 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 Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email