Kelly Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Kelly Financial Services LLC

  • $328 Million
  • Q4 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 1,300 shares of IWY stock, worth $358,865. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,300
Previous 3,927 66.9%
Holding current value
$358,865
Previous $1.07 Million 66.67%
% of portfolio
0.11%
Previous 0.33%

Shares

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

Jan 13, 2026
SELL
$268.43 - $288.26 $705,165 - $757,259
-2,627 Reduced 66.9%
1,300 $358,000
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
670
Shares Held
55.2M
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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