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 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-874Closed |
$105K - $142K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-230KClosed |
$27.7M - $37.3M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-50- 2.05% |
$6.01K - $8.1K
|
2.38K
$560K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 47.37% |
$2.16K - $2.92K
|
20
$4.69K
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-25.4KClosed |
$3.05M - $4.11M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
189+ 9.07% |
$22.7K - $30.6K
|
2.27K
$533K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-19- 1.12% |
$2.28K - $3.08K
|
1.69K
$396K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-168Closed |
$20.2K - $27.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-110Closed |
$13.2K - $17.8K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$14.1K - $17.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
675New |
$95.2K - $118K
|
675
$158K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 75.0% |
$4.23K - $5.25K
|
70
$16.4K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-95Closed |
$13.4K - $16.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17KClosed |
$164K - $204K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.71KClosed |
$241K - $300K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$302K - $375K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
$33.1K - $41.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-890Closed |
$125K - $156K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-28.2KClosed |
$3.98M - $4.95M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$24.7K - $30.6K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9KClosed |
$1.27M - $1.58M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-173Closed |
$24.4K - $30.3K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.26KClosed |
$318K - $395K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-877- 29.29% |
$124K - $154K
|
2.12K
$497K
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-10.8KClosed |
$1.53M - $1.9M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.85KClosed |
$260K - $323K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.43KNew |
$484K - $601K
|
3.43K
$805K
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$37.7K - $43.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-168Closed |
$25.4K - $29.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220Closed |
$33.2K - $38.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-57Closed |
$8.61K - $10K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-73- 76.84% |
$11K - $12.8K
|
22
$5.16K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6New |
$906 - $1.05K
|
6
$1.41K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5KClosed |
$377K - $439K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$1.52M - $1.77M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.51KClosed |
$379K - $441K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-23.1KClosed |
$3.49M - $3.78M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
249New |
$37.6K - $40.7K
|
249
$58.4K
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-1.51KClosed |
$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
$24.2K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
363New |
$49.4K - $54.7K
|
363
$85.2K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-81Closed |
$11K - $12.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.81KClosed |
$383K - $424K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.73KClosed |
$235K - $260K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-823Closed |
$112K - $124K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.24KClosed |
$305K - $338K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.5KClosed |
$2.23M - $2.44M
|
0
$0
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30Closed |
$3.82K - $4.18K
|
0
$0
|