Trademark Financial Management, LLC Ishares Tr Russell 200 Growth Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trademark Financial Management, LLC holds 959 shares of IWY stock, worth $264,731. This represents 0.15% of its overall portfolio holdings.

Number of Shares
959
Previous 961 0.21%
Holding current value
$264,731
Previous $237 Million 10.68%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$243.93 - $275.62 $487 - $551
-2 Reduced 0.21%
959 $262 Million
Q2 2025

Jul 31, 2025
SELL
$187.5 - $246.51 $1,125 - $1,479
-6 Reduced 0.62%
961 $237 Million
Q1 2025

Apr 25, 2025
BUY
$210.19 - $243.33 $203,253 - $235,300
967 New
967 $204 Million
Q3 2024

Oct 31, 2024
BUY
$194.66 - $225.97 $778 - $903
4 Added 0.42%
950 $209 Million
Q2 2024

Jul 30, 2024
BUY
$183.56 - $216.15 $173,647 - $204,477
946 New
946 $203 Million

Others Institutions Holding IWY

# of Institutions
671
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
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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