Latest Institutional Transactions on Ishares Tr Russell 200 Growth (IWY)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 200 Growth (IWY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 31.45% |
$404K - $468K
|
8.67K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-162- 89.5% |
$31.5K - $36.6K
|
19
$4.19K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.21K+ 1080.36% |
$236K - $273K
|
1.32K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.07K- 2.48% |
$208K - $241K
|
41.9K
$9.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.65K- 4.9% |
$322K - $374K
|
32.1K
$7.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
38.1K+ 9.59% |
$7.43M - $8.62M
|
436K
$96.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.42% |
$779 - $904
|
950
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$195 - $226
|
7
$1.54K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.18K+ 46.88% |
$230K - $266K
|
3.69K
$814K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
222+ 8.03% |
$43.2K - $50.2K
|
2.99K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$584 - $678
|
2.71K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 9.28% |
$196K - $228K
|
11.9K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-11K- 36.16% |
$2.14M - $2.48M
|
19.4K
$4.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3+ 0.29% |
$584 - $678
|
1.03K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-340K- 6.08% |
$66.1M - $76.7M
|
5.24M
$1.16B
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.79K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
399+ 0.59% |
$77.7K - $90.2K
|
68.5K
$15.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.65K+ 10.52% |
$710K - $824K
|
38.3K
$8.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-178- 0.93% |
$34.6K - $40.2K
|
18.9K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
642+ 1.28% |
$125K - $145K
|
50.7K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$967K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-256- 1.57% |
$49.8K - $57.8K
|
16.1K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 50.57% |
$278K - $323K
|
1.4K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6- 0.85% |
$1.17K - $1.36K
|
696
$153K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
918New |
$179K - $207K
|
918
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 7.56% |
$745K - $864K
|
54.4K
$12M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-14.5K- 33.42% |
$2.83M - $3.29M
|
29K
$6.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-161- 6.69% |
$31.3K - $36.4K
|
2.25K
$495K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-62- 0.26% |
$12.1K - $14K
|
23.7K
$5.22M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-550- 0.18% |
$107K - $124K
|
305K
$67.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-201- 13.29% |
$39.1K - $45.4K
|
1.31K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-189- 6.13% |
$36.8K - $42.7K
|
2.9K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-404- 26.67% |
$78.6K - $91.3K
|
1.11K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.15% |
$195 - $226
|
662
$146K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-472- 82.81% |
$91.9K - $107K
|
98
$21.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
563+ 15.73% |
$110K - $127K
|
4.14K
$913K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
2K+ 33.33% |
$389K - $452K
|
8K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 1.06% |
$2.73K - $3.16K
|
1.31K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.59KNew |
$504K - $585K
|
2.59K
$570K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
162New |
$31.5K - $36.6K
|
162
$35.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 5.39% |
$4.54M - $5.27M
|
456K
$101M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.56K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-123K- 92.28% |
$24M - $27.8M
|
10.3K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 13.54% |
$204K - $236K
|
6.68K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
281+ 2.86% |
$54.7K - $63.5K
|
10.1K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 4.73% |
$13K - $15.1K
|
1.35K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.24K- 20.58% |
$436K - $507K
|
8.65K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
352+ 5.75% |
$68.5K - $79.5K
|
6.48K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 20.69% |
$2.34K - $2.71K
|
70
$15.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-739- 29.54% |
$144K - $167K
|
1.76K
$389K
|