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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.33% |
$1.09K - $1.27K
|
2.4K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 12.71% |
$27.2K - $31.7K
|
1.37K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 2.5% |
$681 - $793
|
195
$43K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
114New |
$15.5K - $18.1K
|
114
$25.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$13.6K - $15.9K
|
100
$22K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-157K- 2.57% |
$21.4M - $24.9M
|
5.94M
$1.31B
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-21.9K- 47.36% |
$2.99M - $3.48M
|
24.4K
$5.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
254+ 1.76% |
$34.6K - $40.3K
|
14.7K
$3.23M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.32KNew |
$180K - $210K
|
1.32K
$291K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
238New |
$32.4K - $37.7K
|
238
$52.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $159
|
2.18K
$481K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$545 - $634
|
4
$882
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.91K+ 361.57% |
$460K - $543K
|
4.99K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$2.94K - $3.47K
|
25
$5.51K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17+ 85.0% |
$2K - $2.36K
|
37
$8.15K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$3.53K - $4.17K
|
30
$6.61K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73KNew |
$321K - $379K
|
2.73K
$601K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
554New |
$65.2K - $77K
|
554
$122K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 2.52% |
$1.88K - $2.22K
|
618
$136K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-286- 10.9% |
$33.7K - $39.7K
|
2.34K
$515K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.5KNew |
$177K - $209K
|
1.5K
$331K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3- 0.14% |
$353 - $417
|
2.13K
$469K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-133Closed |
$15.6K - $17.5K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-480- 22.16% |
$56.4K - $63K
|
1.69K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
125New |
$14.7K - $16.4K
|
125
$27.5K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
376New |
$44.2K - $49.4K
|
376
$82.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1KNew |
$2.83M - $3.16M
|
24.1K
$5.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-259- 6.64% |
$30.4K - $34K
|
3.64K
$802K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15- 0.05% |
$1.76K - $1.97K
|
27.8K
$6.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.49KNew |
$175K - $195K
|
1.49K
$328K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$1.2M - $1.34M
|
10.2K
$2.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.61KNew |
$660K - $737K
|
5.61K
$1.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.25K- 58.82% |
$382K - $427K
|
2.28K
$502K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.88KNew |
$220K - $246K
|
1.88K
$413K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31New |
$3.64K - $4.07K
|
31
$6.83K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
93New |
$10.9K - $12.2K
|
93
$20.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.91KNew |
$1.17M - $1.3M
|
9.91K
$2.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.33% |
$118 - $131
|
76
$16.7K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.09KClosed |
$250K - $308K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$2.87K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.2KNew |
$143K - $176K
|
1.2K
$264K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
326New |
$39K - $47.9K
|
326
$71.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
19+ 0.67% |
$2.27K - $2.79K
|
2.85K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$119 - $147
|
7.88K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$1.55K - $1.91K
|
13
$2.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.69KNew |
$202K - $249K
|
1.69K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.32K+ 81.07% |
$158K - $194K
|
2.95K
$649K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-36.6K- 93.83% |
$4.38M - $5.38M
|
2.41K
$531K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
23KNew |
$2.74M - $3.37M
|
23K
$5.06M
|
|