Latest Institutional Transactions on Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

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 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-220
Closed
$33.2K - $38.6K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-168
Closed
$25.4K - $29.5K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-57
Closed
$8.61K - $10K
0 $0
Feb 11, 2022 Q4 2021
Cypress Capital Management LLC (Wy)

SELL
 -
-73
- 76.84%
$11K - $12.8K
22 $4.85K
Feb 09, 2022 Q4 2021
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-40
- 1.25%
$6.04K - $7.02K
3.16K $697K
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

BUY
 -
6
New
$906 - $1.05K
6 $1.32K
Jan 19, 2022 Q4 2021
Welch & Forbes LLC

SELL
 -
-2.5K
Closed
$377K - $439K
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-10.1K
Closed
$1.52M - $1.77M
0 $0
Jan 13, 2022 Q4 2021
Clarus Wealth Advisors

SELL
 -
-2.51K
Closed
$379K - $441K
0 $0
Q3 2021
Nov 09, 2021 Q3 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-23.1K
Closed
$3.49M - $3.78M
0 $0
Oct 15, 2021 Q3 2021
Insight Folios Inc

SELL
 -
-1.51K
Closed
$228K - $247K
0 $0
Q2 2021
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-13.8K
- 99.26%
$1.87M - $2.07M
103 $22.7K
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
BUY
 -
363
New
$49.4K - $54.7K
363 $80K
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-2.81K
Closed
$383K - $424K
0 $0
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-81
Closed
$11K - $12.2K
0 $0
Aug 13, 2021 Q2 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-1.73K
Closed
$235K - $260K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-823
Closed
$112K - $124K
0 $0
Jul 13, 2021 Q2 2021
Hms Capital Management, LLC

SELL
 -
-2.24K
Closed
$305K - $338K
0 $0
Q1 2021
Apr 19, 2024 Q1 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-17.5K
Closed
$2.23M - $2.44M
0 $0
Sep 21, 2023 Q1 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-30
Closed
$3.82K - $4.18K
0 $0
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-151
Closed
$19.2K - $21.1K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-190
Closed
$24.2K - $26.5K
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-92
Closed
$11.7K - $12.8K
0 $0
May 13, 2021 Q1 2021
Mainstay Capital Management LLC

SELL
 -
-12.5K
Closed
$1.59M - $1.74M
0 $0
May 13, 2021 Q1 2021
Mc Carthy Asset Management, Inc.

SELL
 -
-2
Closed
$254 - $279
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-36
Closed
$4.58K - $5.02K
0 $0
May 05, 2021 Q1 2021
Diversified, LLC

SELL
 -
-362
Closed
$46.1K - $50.5K
0 $0
May 04, 2021 Q1 2021
Sterling Investment Advisors, Ltd.

BUY
 -
810
New
$103K - $113K
810 $179K
Apr 30, 2021 Q1 2021
Claraphi Advisory Network, LLC

SELL
 -
-3.56K
Closed
$453K - $496K
0 $0
Apr 29, 2021 Q1 2021
Sanctuary Wealth Management, L.L.C.

SELL
 -
-23.7K
Closed
$3.01M - $3.3M
0 $0
Apr 28, 2021 Q1 2021
Hunter Perkins Capital Management, LLC

SELL
 -
-2.84K
Closed
$362K - $397K
0 $0
Apr 28, 2021 Q1 2021
Ifs Advisors, LLC

SELL
 -
-1.07K
Closed
$136K - $149K
0 $0
Q4 2020
Feb 17, 2021 Q4 2020
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
18.7K
New
$2.18M - $2.49M
18.7K $4.13M
Feb 10, 2021 Q4 2020
Aveo Capital Partners, LLC

SELL
 -
-11.1K
Closed
$1.29M - $1.48M
0 $0
Feb 08, 2021 Q4 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-4.79K
Closed
$558K - $637K
0 $0
Feb 08, 2021 Q4 2020
Prudential PLC

London, England, X0
SELL
 -
-4.65K
Closed
$542K - $619K
0 $0
Feb 02, 2021 Q4 2020
Bedel Financial Consulting, Inc.

SELL
 -
-669
Closed
$78K - $89K
0 $0
Jan 29, 2021 Q4 2020
Eagle Ridge Investment Management

SELL
 -
-4.21K
Closed
$491K - $560K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-148
Closed
$17.3K - $19.7K
0 $0
Jan 26, 2021 Q4 2020
Private Capital Group, LLC

BUY
 -
180
New
$21K - $24K
180 $39.7K
Q3 2020
Nov 16, 2020 Q3 2020
Trilogy Capital Inc.

SELL
 -
-162K
Closed
$17.5M - $21.3M
0 $0
Nov 12, 2020 Q3 2020
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-11K
Closed
$1.19M - $1.45M
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-219
Closed
$23.7K - $28.8K
0 $0
Oct 30, 2020 Q3 2020
Fure Financial Corp

Bloomington, MN
SELL
 -
-92.5K
Closed
$10M - $12.2M
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
402
+ 45.42%
$32.4K - $43.3K
1.29K $284K
May 10, 2021 Q2 2020
Vaughan & CO Securities, Inc.

SELL
 -
-50
Closed
$4.03K - $5.38K
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
180
New
$14.5K - $19.4K
180 $39.7K
Aug 03, 2020 Q2 2020
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-200
Closed
$16.1K - $21.5K
0 $0
Jul 27, 2020 Q2 2020
Capital Square, LLC

SELL
 -
-301
Closed
$24.2K - $32.4K
0 $0

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