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 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 1.0% |
$188 - $247
|
101
$24.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.9K+ 97.52% |
$10.5M - $13.8M
|
113K
$27.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.36K+ 2.81% |
$255K - $335K
|
49.8K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$209K - $274K
|
1.11K
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
890New |
$167K - $219K
|
890
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.5K+ 123.28% |
$8.34M - $11M
|
80.6K
$19.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 4.88% |
$211K - $277K
|
21.9K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.59K+ 215.27% |
$486K - $639K
|
3.8K
$933K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$375 - $493
|
2.27K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.01K+ 2.97% |
$563K - $741K
|
104K
$25.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 55.06% |
$303K - $399K
|
1.32K
$324K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-23- 0.95% |
$4.31K - $5.67K
|
2.39K
$587K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.28K+ 66.75% |
$428K - $563K
|
5.7K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-511- 2.5% |
$95.8K - $126K
|
19.9K
$4.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.01K- 43.73% |
$190K - $250K
|
1.31K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.88K- 2.17% |
$1.1M - $1.45M
|
265K
$65M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
926New |
$174K - $228K
|
926
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 10.81% |
$25.3K - $33.3K
|
1.11K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
2.83K+ 38.68% |
$530K - $697K
|
10.1K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.27K+ 3.72% |
$239K - $314K
|
35.5K
$8.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-70.9K- 10.85% |
$13.3M - $17.5M
|
583K
$143M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-194- 2.02% |
$36.4K - $47.8K
|
9.42K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.58KNew |
$859K - $1.13M
|
4.58K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.53K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.5K+ 5.75% |
$2.53M - $3.33M
|
249K
$61.1M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
931+ 2.26% |
$175K - $230K
|
42.1K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 8.34% |
$3.2M - $4.21M
|
188K
$46.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 18.83% |
$26.1K - $34.3K
|
877
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 0.22% |
$563 - $740
|
1.39K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 5.59% |
$394K - $517K
|
39.6K
$9.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
200+ 2.26% |
$37.5K - $49.3K
|
9.05K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
586KNew |
$110M - $145M
|
586K
$144M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-520- 29.53% |
$97.5K - $128K
|
1.24K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 5.38% |
$205K - $269K
|
21.4K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-55- 3.42% |
$10.3K - $13.6K
|
1.55K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
24.9KNew |
$4.67M - $6.14M
|
24.9K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2+ 0.14% |
$375 - $493
|
1.44K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 0.61% |
$20.8K - $27.4K
|
17.9K
$4.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.63K- 5.5% |
$494K - $649K
|
45.2K
$11.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.55K+ 5.84% |
$290K - $381K
|
28K
$6.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-275- 8.83% |
$51.6K - $67.8K
|
2.84K
$697K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3.32K+ 4.15% |
$623K - $819K
|
83.3K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
56+ 3.69% |
$10.5K - $13.8K
|
1.57K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.46K+ 108.25% |
$1.02M - $1.35M
|
10.5K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
878New |
$165K - $216K
|
878
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.2K- 3.7% |
$225K - $295K
|
31.1K
$7.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4KNew |
$263K - $346K
|
1.4K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-575- 3.23% |
$108K - $142K
|
17.2K
$4.23M
|