Vision Point Advisory Group, LLC Ishares Tr Russell 200 Growth Transaction History

Vision Point Advisory Group, LLC

  • $264 Million
  • Q4 2024

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,657 shares of IWY stock, worth $392,725. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,657
Previous 1,683 1.54%
Holding current value
$392,725
Previous $370,000 5.14%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Feb 03, 2025
SELL
$216.72 - $244.71 $5,634 - $6,362
-26 Reduced 1.54%
1,657 $389,000
Q3 2024

Oct 15, 2024
SELL
$194.66 - $225.97 $4,477 - $5,197
-23 Reduced 1.35%
1,683 $370,000
Q2 2024

Aug 01, 2024
SELL
$183.56 - $216.15 $12,114 - $14,265
-66 Reduced 3.72%
1,706 $365,000
Q1 2024

May 10, 2024
BUY
$170.38 - $196.82 $11,585 - $13,383
68 Added 3.99%
1,772 $345,000
Q4 2023

Feb 07, 2024
BUY
$149.01 - $175.92 $33,676 - $39,757
226 Added 15.29%
1,704 $298,000
Q3 2023

Dec 06, 2023
BUY
$152.69 - $164.44 $225,675 - $243,042
1,478 New
1,478 $227,000

Others Institutions Holding IWY

# of Institutions
575
Shares Held
52.7M
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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