Key Client Fiduciary Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,565 shares of IWY stock, worth $580,510. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,565

Previous 2,562 0.12%

Holding current value

$580,510

Previous $563,000 7.1%

% of portfolio

0.3%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$216.72 - $244.71 $650 - $734	3 Added 0.12%	2,565 $603,000
Q3 2024 Oct 18, 2024	BUY	$194.66 - $225.97 $583 - $677	3 Added 0.12%	2,562 $563,000
Q2 2024 Jul 16, 2024	BUY	$183.56 - $216.15 $550 - $648	3 Added 0.12%	2,559 $548,000
Q1 2024 Apr 15, 2024	BUY	$170.38 - $196.82 $24,364 - $28,145	143 Added 5.93%	2,556 $498,000
Q4 2023 Jan 09, 2024	SELL	$149.01 - $175.92 $61,094 - $72,127	-410 Reduced 14.52%	2,413 $422,000
Q3 2023 Nov 14, 2023	BUY	$152.69 - $164.44 $4,886 - $5,262	32 Added 1.15%	2,823 $434,000
Q2 2023 Jul 13, 2023	BUY	$136.24 - $158.56 $17,574 - $20,454	129 Added 4.85%	2,791 $442,000
Q1 2023 Apr 25, 2023	BUY	$117.74 - $138.93 $9,890 - $11,670	84 Added 3.26%	2,662 $369,000
Q4 2022 Jan 17, 2023	SELL	$117.55 - $131.34 $100,387 - $112,164	-854 Reduced 24.88%	2,578 $0
Q3 2022 Oct 12, 2022	SELL	$119.49 - $146.95 $16,370 - $20,132	-137 Reduced 3.84%	3,432 $410,000
Q2 2022 Jul 19, 2022	SELL	$120.18 - $161.96 $47,350 - $63,812	-394 Reduced 9.94%	3,569 $447,000
Q1 2022 Apr 18, 2022	SELL	$141.01 - $175.1 $11,139 - $13,832	-79 Reduced 1.95%	3,963 $630,000
Q4 2021 Mar 01, 2022	BUY	$150.99 - $175.61 $610,301 - $709,815	4,042 New	4,042 $701,000

Others Institutions Holding IWY

# of Institutions

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Key Client Fiduciary Advisors, LLC Ishares Tr Russell 200 Growth Transaction History