Lex Aurum Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Lex Aurum Advisors, LLC

$494 Million
Q1 2025

A detailed history of Lex Aurum Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 1,608 shares of IWY stock, worth $338,467. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,608

Previous 1,607 0.06%

Holding current value

$338,467

Previous $378,000 10.58%

% of portfolio

0.07%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$210.19 - $243.33 $210 - $243	1 Added 0.06%	1,608 $338,000
Q4 2024 Jan 21, 2025	SELL	$216.72 - $244.71 $70,000 - $79,041	-323 Reduced 16.74%	1,607 $378,000
Q3 2024 Oct 16, 2024	SELL	$194.66 - $225.97 $94,020 - $109,143	-483 Reduced 20.02%	1,930 $424,000
Q2 2024 Jul 15, 2024	SELL	$183.56 - $216.15 $14,868 - $17,508	-81 Reduced 3.25%	2,413 $517,000
Q1 2024 Apr 10, 2024	BUY	$170.38 - $196.82 $3,407 - $3,936	20 Added 0.81%	2,494 $486,000
Q4 2023 Jan 10, 2024	SELL	$149.01 - $175.92 $5,811 - $6,860	-39 Reduced 1.55%	2,474 $433,000
Q3 2023 Oct 16, 2023	BUY	$152.69 - $164.44 $48,860 - $52,620	320 Added 14.59%	2,513 $386,000
Q2 2023 Jul 25, 2023	SELL	$136.24 - $158.56 $33,515 - $39,005	-246 Reduced 10.09%	2,193 $347,000
Q1 2023 Apr 11, 2023	BUY	$117.74 - $138.93 $16,483 - $19,450	140 Added 6.09%	2,439 $338,000
Q4 2022 Jan 23, 2023	SELL	$117.55 - $131.34 $13,988 - $15,629	-119 Reduced 4.92%	2,299 $0
Q3 2022 Oct 17, 2022	BUY	$119.49 - $146.95 $13,621 - $16,752	114 Added 4.95%	2,418 $289,000
Q2 2022 Aug 05, 2022	BUY	$120.18 - $161.96 $26,920 - $36,279	224 Added 10.77%	2,304 $289,000
Q1 2022 May 04, 2022	BUY	$141.01 - $175.1 $293,300 - $364,208	2,080 New	2,080 $330,000

Others Institutions Holding IWY

# of Institutions

618

Shares Held

57.6M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Lex Aurum Advisors, LLC Ishares Tr Russell 200 Growth Transaction History