Symphony Financial Services, Inc. Ishares Tr Russell 200 Growth Transaction History

Symphony Financial Services, Inc.

$186 Billion
Q3 2025

A detailed history of Symphony Financial Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 22,651 shares of IWY stock, worth $6.25 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

22,651

Previous 20,461 10.7%

Holding current value

$6.25 Million

Previous $5.04 Billion 22.89%

% of portfolio

3.34%

Previous 3.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$243.93 - $275.62 $534,206 - $603,607	2,190 Added 10.7%	22,651 $6.2 Billion
Q2 2025 Aug 08, 2025	BUY	$187.5 - $246.51 $56,625 - $74,446	302 Added 1.5%	20,461 $5.04 Billion
Q1 2025 May 12, 2025	BUY	$210.19 - $243.33 $242,138 - $280,316	1,152 Added 6.06%	20,159 $4.25 Billion
Q4 2024 Feb 06, 2025	BUY	$216.72 - $244.71 $934,496 - $1.06 Million	4,312 Added 29.34%	19,007 $4.47 Billion
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $777,861 - $902,976	3,996 Added 37.35%	14,695 $3.23 Billion

Q2 2024 Aug 09, 2024	BUY	$183.56 - $216.15 $1.96 Million - $2.31 Million	10,699 New	10,699 $2.39 Billion

Others Institutions Holding IWY

# of Institutions

671

Shares Held

55M

Call Options Held

Put Options Held

2.7K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Symphony Financial Services, Inc. Ishares Tr Russell 200 Growth Transaction History