James Investment Research Inc Ishares Tr Russell 200 Growth Transaction History

James Investment Research Inc

  • $819 Million
  • Q4 2024

A detailed history of James Investment Research Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, James Investment Research Inc holds 2,765 shares of IWY stock, worth $582,004. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,765
Previous 2,895 4.49%
Holding current value
$582,004
Previous $637,000 2.04%
% of portfolio
0.08%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$216.72 - $244.71 $28,173 - $31,812
-130 Reduced 4.49%
2,765 $650,000
Q3 2024

Oct 29, 2024
SELL
$194.66 - $225.97 $36,790 - $42,708
-189 Reduced 6.13%
2,895 $637,000
Q2 2024

Jul 30, 2024
SELL
$183.56 - $216.15 $47,542 - $55,982
-259 Reduced 7.75%
3,084 $661,000
Q1 2024

May 01, 2024
SELL
$170.38 - $196.82 $19,252 - $22,240
-113 Reduced 3.27%
3,343 $652,000
Q4 2023

Feb 06, 2024
SELL
$149.01 - $175.92 $49,173 - $58,053
-330 Reduced 8.72%
3,456 $605,000
Q3 2023

Oct 31, 2023
SELL
$152.69 - $164.44 $38,935 - $41,932
-255 Reduced 6.31%
3,786 $582,000
Q2 2023

Aug 07, 2023
BUY
$136.24 - $158.56 $20,844 - $24,259
153 Added 3.94%
4,041 $640,000
Q1 2023

Apr 25, 2023
SELL
$117.74 - $138.93 $72,410 - $85,441
-615 Reduced 13.66%
3,888 $540,000
Q4 2022

Jan 30, 2023
SELL
$117.55 - $131.34 $163,276 - $182,431
-1,389 Reduced 23.57%
4,503 $543,000
Q3 2022

Oct 31, 2022
SELL
$119.49 - $146.95 $76,832 - $94,488
-643 Reduced 9.84%
5,892 $704,000
Q2 2022

Aug 01, 2022
BUY
$120.18 - $161.96 $785,376 - $1.06 Million
6,535 New
6,535 $818,000

Others Institutions Holding IWY

# of Institutions
616
Shares Held
57.8M
Call Options Held
3.4K
Put Options Held
2.2K
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 James Investment Research Inc Portfolio

Follow James Investment Research Inc 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 James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email