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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 1.52% |
$4.55K - $5.14K
|
1.4K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.4K+ 81.32% |
$303K - $342K
|
3.12K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-57.5K- 96.38% |
$12.5M - $14.1M
|
2.16K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
181New |
$39.2K - $44.3K
|
181
$42.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-806- 58.7% |
$175K - $197K
|
567
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 43.46% |
$25.4M - $28.7M
|
387K
$91.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-398- 9.64% |
$86.3K - $97.4K
|
3.73K
$885K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$108K - $122K
|
500
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.46K+ 1.5% |
$1.62M - $1.83M
|
504K
$119M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
447+ 3.16% |
$96.9K - $109K
|
14.6K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
2.76K+ 4.23% |
$599K - $676K
|
68.1K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20K+ 211.56% |
$4.32M - $4.88M
|
29.4K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$1.73K - $1.96K
|
7.18K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-92- 5.23% |
$19.9K - $22.5K
|
1.67K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 8.14% |
$2.91M - $3.29M
|
179K
$42.3M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-19- 1.8% |
$4.12K - $4.65K
|
1.04K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-629- 11.44% |
$136K - $154K
|
4.87K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$22.7M - $25.6M
|
105K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1+ 0.07% |
$217 - $245
|
1.44K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23+ 1.71% |
$4.98K - $5.63K
|
1.37K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$217 - $245
|
3.35K
$793K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
599+ 3152.63% |
$130K - $147K
|
618
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-250- 8.38% |
$54.2K - $61.2K
|
2.74K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26New |
$5.63K - $6.36K
|
26
$6.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
282+ 10.04% |
$61.1K - $69K
|
3.09K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-352- 4.34% |
$76.3K - $86.1K
|
7.76K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
848New |
$184K - $208K
|
848
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
908+ 4.43% |
$197K - $222K
|
21.4K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
12.1K+ 30.07% |
$2.61M - $2.95M
|
52.1K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.86K+ 4.93% |
$1.05M - $1.19M
|
103K
$24.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$544K - $614K
|
2.51K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.31K+ 29.34% |
$934K - $1.06M
|
19K
$4.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
147+ 2.12% |
$31.9K - $36K
|
7.1K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-15.3K- 30.44% |
$3.32M - $3.74M
|
35K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-225- 5.29% |
$48.8K - $55.1K
|
4.03K
$954K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.3K+ 2154.36% |
$7.01M - $7.91M
|
33.8K
$8.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
451KNew |
$97.8M - $110M
|
451K
$107M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
236+ 2.56% |
$51.1K - $57.8K
|
9.44K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.6K- 1.09% |
$564K - $636K
|
236K
$55.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$217 - $245
|
876
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.78% |
$433 - $489
|
74
$17.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
29KNew |
$6.28M - $7.09M
|
29K
$6.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.52KNew |
$329K - $372K
|
1.52K
$360K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-103- 1.9% |
$22.3K - $25.2K
|
5.33K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
326K+ 243.07% |
$70.6M - $79.7M
|
460K
$109M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.21KNew |
$479K - $541K
|
2.21K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 13.57% |
$6.5K - $7.34K
|
191
$45.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.03K+ 69.68% |
$1.31M - $1.48M
|
14.7K
$3.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 41.76% |
$8.24K - $9.3K
|
129
$30.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
180+ 5.25% |
$39K - $44K
|
3.61K
$856K
|