Leo Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Leo Wealth, LLC

$771 Billion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$187.5 - $246.51 $1.32 Million - $1.73 Million	7,032 New	7,032 $1.73 Billion
Q4 2024 Jan 27, 2025	SELL	$216.72 - $244.71 $60,898 - $68,763	-281 Reduced 3.57%	7,585 $1.78 Billion
Q3 2024 Oct 21, 2024	SELL	$194.66 - $225.97 $1.19 Million - $1.39 Million	-6,133 Reduced 43.81%	7,866 $1.73 Billion
Q2 2024 Jul 17, 2024	SELL	$183.56 - $216.15 $398,141 - $468,829	-2,169 Reduced 13.42%	13,999 $3.03 Billion
Q1 2024 May 09, 2024	SELL	$170.38 - $196.82 $17,889 - $20,666	-105 Reduced 0.65%	16,168 $3.16 Billion

Q4 2023 Mar 14, 2024	BUY	$149.01 - $175.92 $2.42 Million - $2.86 Million	16,273 New	16,273 $3.1 Billion

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55M

Call Options Held

6K

Put Options Held

2.7K

Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.64 Billion
3.41% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.94M
Shares

$1.64 Billion
4.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

4.79M
Shares

$1.32 Billion
5.5% of portfolio
First Citizens Bank & Trust CO

4.58M
Shares

$1.26 Billion
22.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.18M
Shares

$878 Million
0.21% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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