Kelly Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025

A detailed history of Kelly Financial Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kelly Financial Services LLC holds 3,927 shares of IWY stock, worth $1.08 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,927
Previous 1,391 182.31%
Holding current value
$1.08 Million
Previous $342,000 214.04%
% of portfolio
0.33%
Previous 0.11%

Shares

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

Oct 14, 2025
BUY
$243.93 - $275.62 $618,606 - $698,972
2,536 Added 182.31%
3,927 $1.07 Million
Q2 2025

Jul 17, 2025
SELL
$187.5 - $246.51 $562 - $739
-3 Reduced 0.22%
1,391 $342,000
Q1 2025

Apr 15, 2025
SELL
$210.19 - $243.33 $1.35 Million - $1.57 Million
-6,433 Reduced 82.19%
1,394 $293,000
Q4 2024

Jan 15, 2025
BUY
$216.72 - $244.71 $1.7 Million - $1.92 Million
7,827 New
7,827 $1.84 Million
Q2 2024

Aug 12, 2024
BUY
$183.56 - $216.15 $227,430 - $267,809
1,239 Added 28.59%
5,573 $1.2 Million
Q1 2024

Jul 17, 2024
BUY
$170.38 - $196.82 $94,049 - $108,644
552 Added 14.6%
4,334 $845,000
Q4 2023

Jul 17, 2024
BUY
$149.01 - $175.92 $563,555 - $665,329
3,782 New
3,782 $663 Million
Q3 2023

Jul 17, 2024
SELL
$152.69 - $164.44 $909,268 - $979,240
-5,955 Closed
0 $1,000
Q2 2023

Jul 17, 2024
BUY
$136.24 - $158.56 $111,308 - $129,543
817 Added 15.9%
5,955 $944 Million
Q1 2023

Jul 17, 2024
BUY
$117.74 - $138.93 $604,948 - $713,822
5,138 New
5,138 $714 Million

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
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