Rooted Wealth Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 1,515 shares of IWY stock, worth $360,297. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,515

Previous 1,530 0.98%

Holding current value

$360,297

Previous $332,000 7.83%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$216.72 - $244.71 $3,250 - $3,670	-15 Reduced 0.98%	1,515 $358,000
Q3 2024 Nov 12, 2024	SELL	$194.66 - $225.97 $21,217 - $24,630	-109 Reduced 6.65%	1,530 $332,000
Q2 2024 Jul 25, 2024	SELL	$183.56 - $216.15 $38,180 - $44,959	-208 Reduced 11.26%	1,639 $351,000
Q1 2024 Apr 17, 2024	BUY	$170.38 - $196.82 $8,519 - $9,841	50 Added 2.78%	1,847 $358,000
Q4 2023 Feb 07, 2024	BUY	$149.01 - $175.92 $3,129 - $3,694	21 Added 1.18%	1,797 $336,000
Q3 2023 Nov 21, 2023	SELL	$152.69 - $164.44 $10,382 - $11,181	-68 Reduced 3.69%	1,776 $297,000
Q2 2023 Aug 03, 2023	SELL	$136.24 - $158.56 $53,406 - $62,155	-392 Reduced 17.53%	1,844 $293,000
Q1 2023 Apr 26, 2023	SELL	$117.74 - $138.93 $5,887 - $6,946	-50 Reduced 2.19%	2,236 $311,000
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $268,719 - $300,243	2,286 New	2,286 $276,000

Others Institutions Holding IWY

# of Institutions

593

Shares Held

55.6M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Rooted Wealth Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History