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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
971+ 2.68% |
$182K - $239K
|
37.3K
$9.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11.3K- 41.52% |
$2.12M - $2.79M
|
16K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.03KNew |
$1.32M - $1.73M
|
7.03K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1+ 0.05% |
$188 - $247
|
2.14K
$537K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.06% |
$188 - $247
|
1.77K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11- 0.38% |
$2.06K - $2.71K
|
2.87K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.86K+ 1.83% |
$349K - $459K
|
104K
$26.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.89K+ 24.69% |
$730K - $960K
|
19.7K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.59K+ 215.27% |
$486K - $639K
|
3.8K
$954K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$375 - $493
|
2.27K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.01K+ 2.97% |
$563K - $741K
|
104K
$26.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 4.88% |
$211K - $277K
|
21.9K
$5.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.5K+ 123.28% |
$8.34M - $11M
|
80.6K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
890New |
$167K - $219K
|
890
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$209K - $274K
|
1.11K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 1.0% |
$188 - $247
|
101
$25.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.9K+ 97.52% |
$10.5M - $13.8M
|
113K
$28.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.36K+ 2.81% |
$255K - $335K
|
49.8K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-242- 6.86% |
$45.4K - $59.7K
|
3.29K
$825K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.16K+ 146.32% |
$779K - $1.02M
|
7K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 4.86% |
$450K - $591K
|
46.9K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.28K- 4.78% |
$802K - $1.05M
|
85.2K
$21.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5.47K+ 7.94% |
$1.03M - $1.35M
|
74.3K
$18.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.12% |
$375 - $493
|
1.66K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
54+ 3.02% |
$10.1K - $13.3K
|
1.84K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
16K+ 11.03% |
$3.01M - $3.95M
|
161K
$40.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-23- 0.95% |
$4.31K - $5.67K
|
2.39K
$601K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.28K+ 66.75% |
$428K - $563K
|
5.7K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-511- 2.5% |
$95.8K - $126K
|
19.9K
$4.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.01K- 43.73% |
$190K - $250K
|
1.31K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.88K- 2.17% |
$1.1M - $1.45M
|
265K
$66.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
926New |
$174K - $228K
|
926
$233K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 10.81% |
$25.3K - $33.3K
|
1.11K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
2.83K+ 38.68% |
$530K - $697K
|
10.1K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 55.06% |
$303K - $399K
|
1.32K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.27K+ 3.72% |
$239K - $314K
|
35.5K
$8.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-70.9K- 10.85% |
$13.3M - $17.5M
|
583K
$146M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-194- 2.02% |
$36.4K - $47.8K
|
9.42K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.58KNew |
$859K - $1.13M
|
4.58K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.53K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.5K+ 5.75% |
$2.53M - $3.33M
|
249K
$62.5M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
931+ 2.26% |
$175K - $230K
|
42.1K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 8.34% |
$3.2M - $4.21M
|
188K
$47.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 18.83% |
$26.1K - $34.3K
|
877
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 0.22% |
$563 - $740
|
1.39K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
200+ 2.26% |
$37.5K - $49.3K
|
9.05K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
586KNew |
$110M - $145M
|
586K
$147M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-520- 29.53% |
$97.5K - $128K
|
1.24K
$312K
|