Lloyd Advisory Services, Llc. Ishares Tr Russell 200 Growth Transaction History

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 5,169 shares of IWY stock, worth $1.23 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
5,169
Previous 12,976 60.16%
Holding current value
$1.23 Million
Previous $2.86 Million 57.41%
% of portfolio
1.04%
Previous 2.58%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$216.72 - $244.71 $1.69 Million - $1.91 Million
-7,807 Reduced 60.16%
5,169 $1.22 Million
Q3 2024

Oct 10, 2024
SELL
$194.66 - $225.97 $350,777 - $407,197
-1,802 Reduced 12.19%
12,976 $2.86 Million
Q2 2024

Aug 05, 2024
BUY
$183.56 - $216.15 $2.71 Million - $3.19 Million
14,778 New
14,778 $3.17 Million
Q4 2023

Feb 13, 2024
BUY
$149.01 - $175.92 $2.35 Million - $2.77 Million
15,749 New
15,749 $2.76 Million
Q2 2022

Aug 15, 2022
SELL
$120.18 - $161.96 $131,476 - $177,184
-1,094 Reduced 21.21%
4,064 $509,000
Q1 2022

May 02, 2022
SELL
$141.01 - $175.1 $533,863 - $662,928
-3,786 Reduced 42.33%
5,158 $819,000
Q4 2021

Jan 26, 2022
BUY
$150.99 - $175.61 $194,324 - $226,010
1,287 Added 16.81%
8,944 $1.55 Million
Q3 2021

Oct 21, 2021
SELL
$151.1 - $163.27 $3.59 Million - $3.87 Million
-23,728 Reduced 75.6%
7,657 $1.17 Million
Q2 2021

Aug 09, 2021
BUY
$136.12 - $150.82 $3.49 Million - $3.87 Million
25,638 Added 446.11%
31,385 $4.73 Million
Q1 2021

May 04, 2021
SELL
$127.24 - $139.47 $27,356 - $29,986
-215 Reduced 3.61%
5,747 $773,000
Q4 2020

Feb 04, 2021
SELL
$116.6 - $133.06 $74,274 - $84,759
-637 Reduced 9.65%
5,962 $793,000
Q3 2020

Oct 28, 2020
SELL
$108.23 - $131.63 $1.44 Million - $1.75 Million
-13,306 Reduced 66.85%
6,599 $801,000
Q2 2020

Aug 07, 2020
BUY
$80.54 - $107.61 $1.03 Million - $1.38 Million
12,795 Added 179.96%
19,905 $2.12 Million
Q1 2020

Jun 03, 2020
BUY
$73.46 - $106.09 $88,372 - $127,626
1,203 Added 20.37%
7,110 $599,000
Q4 2019

Feb 12, 2020
BUY
$84.75 - $97.05 $500,618 - $573,274
5,907 New
5,907 $570,000

Others Institutions Holding IWY

# of Institutions
581
Shares Held
52.8M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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