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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71K- 59.16% |
$334K - $387K
|
1.18K
$290K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-105- 7.06% |
$20.4K - $23.7K
|
1.38K
$340K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.5KNew |
$3.41M - $3.96M
|
17.5K
$4.3M
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
63+ 2.99% |
$12.3K - $14.2K
|
2.17K
$532K
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.85KNew |
$554K - $643K
|
2.85K
$699K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.13K- 9.53% |
$221K - $256K
|
10.8K
$2.64M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$304K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
590+ 23.93% |
$115K - $133K
|
3.06K
$750K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 2.5% |
$3.89K - $4.52K
|
821
$202K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
38.1K+ 9.59% |
$7.43M - $8.62M
|
436K
$107M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
642+ 1.28% |
$125K - $145K
|
50.7K
$12.5M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.79K
$439K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6- 0.85% |
$1.17K - $1.36K
|
696
$171K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$1.08M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.4% |
$195 - $226
|
247
$60.6K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 20.69% |
$2.34K - $2.71K
|
70
$17.2K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
523New |
$102K - $118K
|
523
$128K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.99K- 65.65% |
$1.56M - $1.81M
|
4.18K
$1.03M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4- 9.3% |
$779 - $904
|
39
$9.57K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.5K+ 3845.83% |
$7.89M - $9.16M
|
41.6K
$10.2M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
26+ 2.31% |
$5.06K - $5.88K
|
1.15K
$283K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
47New |
$9.15K - $10.6K
|
47
$11.5K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.13K- 8.94% |
$414K - $481K
|
21.7K
$5.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.03K+ 1.89% |
$1.37M - $1.59M
|
379K
$93M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 32.44% |
$2.78M - $3.23M
|
58.3K
$14.3M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.21K- 19.37% |
$235K - $273K
|
5.02K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 50.08% |
$58.4K - $67.8K
|
299
$73.4K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
83+ 78.3% |
$16.2K - $18.8K
|
189
$46.4K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-20- 9.76% |
$3.89K - $4.52K
|
185
$45.4K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$584 - $678
|
34
$8.35K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-3.09K- 9.42% |
$567K - $668K
|
29.7K
$7.29M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 33.33% |
$18.4K - $21.6K
|
200
$49.1K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
416+ 1485.71% |
$76.4K - $89.9K
|
444
$109K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
255New |
$46.8K - $55.1K
|
255
$62.6K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.66K- 16.6% |
$305K - $359K
|
8.34K
$2.05M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.1KNew |
$202K - $238K
|
1.1K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
93+ 0.75% |
$17.1K - $20.1K
|
12.6K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$186K - $219K
|
1.01K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
999New |
$183K - $216K
|
999
$245K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.88KNew |
$713K - $839K
|
3.88K
$953K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 45.87% |
$18.4K - $21.6K
|
118
$29K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.05K+ 39.41% |
$193K - $227K
|
3.71K
$911K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.63K+ 38.0% |
$1.4M - $1.65M
|
27.7K
$6.8M
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
955New |
$175K - $206K
|
955
$234K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
127New |
$23.3K - $27.5K
|
127
$31.2K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20- 1.82% |
$3.67K - $4.32K
|
1.08K
$265K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$230K - $271K
|
1.26K
$308K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
149+ 11.81% |
$27.4K - $32.2K
|
1.41K
$346K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.64KNew |
$485K - $571K
|
2.64K
$649K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
17New |
$3.12K - $3.67K
|
17
$4.17K
|