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 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.5K- 4.14% |
$3.6M - $4.18M
|
429K
$99.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.3KNew |
$3.18M - $3.69M
|
16.3K
$3.78M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
820+ 5.38% |
$160K - $185K
|
16.1K
$3.71M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
677+ 2.75% |
$132K - $153K
|
25.3K
$5.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.47K- 5.27% |
$481K - $558K
|
44.4K
$10.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
211New |
$41.1K - $47.7K
|
211
$48.8K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-338- 0.34% |
$65.8K - $76.4K
|
98.5K
$22.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.4K- 14.15% |
$18M - $20.9M
|
561K
$130M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 48.36% |
$37.4K - $43.4K
|
205
$47.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-295K- 93.41% |
$57.5M - $66.8M
|
20.8K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 2.09% |
$11.7K - $13.6K
|
2.81K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 25.26% |
$198K - $229K
|
3K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 7.5% |
$2.6M - $3.02M
|
165K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.3K+ 664.75% |
$7.46M - $8.66M
|
44.1K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.9K+ 18.22% |
$5.44M - $6.31M
|
181K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-297- 2.71% |
$57.8K - $67.1K
|
10.7K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-307- 9.58% |
$59.8K - $69.4K
|
2.9K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$197K - $229K
|
1.01K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
200K+ 532.18% |
$39M - $45.2M
|
238K
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.4K+ 10.73% |
$3.39M - $3.94M
|
180K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.06KNew |
$401K - $465K
|
2.06K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95K+ 4.84% |
$18.5M - $21.5M
|
2.06M
$476M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.24KNew |
$825K - $958K
|
4.24K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-127- 5.63% |
$24.7K - $28.7K
|
2.13K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 18.17% |
$1.97M - $2.29M
|
45.7K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57- 0.1% |
$11.1K - $12.9K
|
56.2K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
666+ 5.55% |
$130K - $150K
|
12.7K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.3K- 38.61% |
$3.17M - $3.68M
|
25.9K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.02KNew |
$978K - $1.14M
|
5.02K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$584 - $678
|
3.19K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 65.17% |
$398K - $462K
|
1.09K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$3.43M - $3.98M
|
17.6K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$950K - $1.1M
|
4.88K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-36- 0.26% |
$7.01K - $8.13K
|
13.7K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
28.9K+ 8.24% |
$5.62M - $6.52M
|
379K
$87.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$1.55M - $1.8M
|
7.97K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-212- 1.37% |
$41.3K - $47.9K
|
15.2K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.22K+ 158.76% |
$822K - $954K
|
6.88K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$180K - $209K
|
924
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-975- 5.8% |
$190K - $220K
|
15.8K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.66KNew |
$324K - $376K
|
1.66K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-999- 9.03% |
$194K - $226K
|
10.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.8K+ 212.35% |
$2.5M - $2.9M
|
18.9K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.07KNew |
$793K - $921K
|
4.07K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.4K- 30.28% |
$4.95M - $5.75M
|
58.6K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.18% |
$1.95K - $2.26K
|
5.63K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.02KNew |
$198K - $230K
|
1.02K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.11% |
$1.56K - $1.81K
|
7.07K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.63K+ 369.94% |
$901K - $1.05M
|
5.88K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-190- 0.34% |
$37K - $42.9K
|
56.1K
$13M
|