Stonebridge Financial Planning Group, LLC Ishares Tr Russell 200 Growth Transaction History

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 66,389 shares of IWY stock, worth $14.4 Million. This represents 7.26% of its overall portfolio holdings.

Number of Shares
66,389
Previous 67,323 1.39%
Holding current value
$14.4 Million
Previous $14.8 Million 5.43%
% of portfolio
7.26%
Previous 7.34%

Shares

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

Feb 18, 2025
SELL
$216.72 - $244.71 $202,416 - $228,559
-934 Reduced 1.39%
66,389 $15.6 Million
Q3 2024

Nov 08, 2024
SELL
$194.66 - $225.97 $81,562 - $94,681
-419 Reduced 0.62%
67,323 $14.8 Million
Q2 2024

Aug 07, 2024
SELL
$183.56 - $216.15 $214,398 - $252,463
-1,168 Reduced 1.69%
67,742 $14.5 Million
Q1 2024

May 13, 2024
SELL
$170.38 - $196.82 $232,398 - $268,462
-1,364 Reduced 1.94%
68,910 $13.4 Million
Q4 2023

Feb 05, 2024
BUY
$149.01 - $175.92 $24,735 - $29,202
166 Added 0.24%
70,274 $12.3 Million
Q3 2023

Nov 07, 2023
SELL
$152.69 - $164.44 $668,934 - $720,411
-4,381 Reduced 5.88%
70,108 $10.8 Million
Q2 2023

Aug 11, 2023
SELL
$136.24 - $158.56 $217,302 - $252,903
-1,595 Reduced 2.1%
74,489 $11.8 Million
Q1 2023

May 03, 2023
SELL
$117.74 - $138.93 $724,336 - $854,697
-6,152 Reduced 7.48%
76,084 $10.6 Million
Q4 2022

Jan 18, 2023
SELL
$117.55 - $131.34 $287,762 - $321,520
-2,448 Reduced 2.89%
82,236 $0
Q3 2022

Oct 31, 2022
BUY
$119.49 - $146.95 $225,358 - $277,147
1,886 Added 2.28%
84,684 $10.1 Million
Q2 2022

Aug 01, 2022
SELL
$120.18 - $161.96 $332,297 - $447,819
-2,765 Reduced 3.23%
82,798 $10.4 Million
Q1 2022

May 10, 2022
BUY
$141.01 - $175.1 $416,966 - $517,770
2,957 Added 3.58%
85,563 $13.6 Million
Q4 2021

Feb 02, 2022
BUY
$150.99 - $175.61 $272,687 - $317,151
1,806 Added 2.24%
82,606 $12.9 Million
Q3 2021

Nov 08, 2021
BUY
$151.1 - $163.27 $137,198 - $148,249
908 Added 1.14%
80,800 $13.6 Million
Q2 2021

Jul 28, 2021
BUY
$136.12 - $150.82 $207,719 - $230,151
1,526 Added 1.95%
79,892 $12.4 Million
Q1 2021

May 06, 2021
SELL
$127.24 - $139.47 $25,320 - $27,754
-199 Reduced 0.25%
78,366 $11.2 Million
Q4 2020

Jan 27, 2021
BUY
$116.6 - $133.06 $433,985 - $495,249
3,722 Added 4.97%
78,565 $10.5 Million
Q3 2020

Oct 26, 2020
BUY
$108.23 - $131.63 $790,620 - $961,557
7,305 Added 10.82%
74,843 $9.38 Million
Q2 2020

Jul 24, 2020
BUY
$80.54 - $107.61 $429,439 - $573,776
5,332 Added 8.57%
67,538 $7.34 Million
Q1 2020

Apr 15, 2020
BUY
$73.46 - $106.09 $503,935 - $727,777
6,860 Added 12.39%
62,206 $5.54 Million
Q4 2019

Feb 07, 2020
BUY
$84.75 - $97.05 $4.69 Million - $5.37 Million
55,346 New
55,346 $5.35 Million

Others Institutions Holding IWY

# of Institutions
616
Shares Held
57.8M
Call Options Held
3.4K
Put Options Held
2.2K
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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