Voya Financial Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History

Voya Financial Advisors, Inc.

$877 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$136.12 - $150.82 $382,905 - $424,256	-2,813 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$127.24 - $139.47 $75,835 - $83,124	-596 Reduced 17.48%	2,813 $374,000
Q4 2020 Mar 05, 2021	SELL	$116.6 - $133.06 $256,170 - $292,332	-2,197 Reduced 39.19%	3,409 $452,000
Q3 2020 Nov 16, 2020	BUY	$108.23 - $131.63 $24,135 - $29,353	223 Added 4.14%	5,606 $675,000
Q2 2020 Aug 14, 2020	BUY	$80.54 - $107.61 $18,443 - $24,642	229 Added 4.44%	5,383 $564,000
Q1 2020 May 15, 2020	BUY	$73.46 - $106.09 $70,595 - $101,952	961 Added 22.92%	5,154 $438,000
Q4 2019 Feb 14, 2020	SELL	$84.75 - $97.05 $13,899 - $15,916	-164 Reduced 3.76%	4,193 $404,000
Q3 2019 Nov 14, 2019	BUY	$86.45 - $88.64 $37,000 - $37,937	428 Added 10.89%	4,357 $377,000
Q2 2019 Aug 14, 2019	BUY	N/A	16 Added 0.41%	3,929 $336,000
Q1 2019 May 15, 2019	SELL	N/A	-815 Reduced 17.24%	3,913 $319,000
Q4 2018 Feb 14, 2019	SELL	N/A	-5,060 Reduced 51.7%	4,728 $336,000
Q3 2018 Nov 14, 2018	BUY	N/A	10 Added 0.1%	9,788 $836,000
Q2 2018 Aug 14, 2018	SELL	N/A	-398 Reduced 3.91%	9,778 $765,000
Q1 2018 May 15, 2018	BUY	N/A	15 Added 0.15%	10,176 $738,000
Q4 2017 Feb 14, 2018	BUY	N/A	5,943 Added 140.9%	10,161 $747,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,218	4,218 $285,000

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

6K

Put Options Held

700

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.38 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.31 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.16 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.1 Billion
16.88% of portfolio
Envestnet Asset Management Inc

2.85M
Shares

$629 Million
0.22% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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