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 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7.95KClosed |
$640K - $855K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-39.5KClosed |
$3.18M - $4.25M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 20, 2023
Q1 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
214+ 74.83% |
$15.7K - $22.7K
|
500
$110K
|
|
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
SELL
|
- |
-2.24KClosed |
$165K - $238K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$73.5 - $106
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-381Closed |
$28K - $40.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
187New |
$13.7K - $19.8K
|
187
$41.2K
|
|
|
Apr 23, 2020
Q1 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-379Closed |
$27.8K - $40.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.65KClosed |
$224K - $257K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2023
Q3 2019
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
57New |
$4.93K - $5.05K
|
57
$12.6K
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-230Closed |
$19.9K - $20.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-87.7KClosed |
$7.58M - $7.77M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-578Closed |
$50K - $51.2K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Flc Capital Advisors
|
SELL
|
- |
-3.82KClosed |
$330K - $339K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-360Closed |
$31.1K - $31.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Private Ocean, LLC
|
BUY
|
- |
135New |
N/A
|
135
$29.8K
|
|
|
Jul 29, 2019
Q2 2019
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.16KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.65KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2021
Q1 2019
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-7.57KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-99Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.23KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-33.3KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-66.8KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-34.2KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.64KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-230Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-847Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-691Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-42.7KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-967Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.97KClosed |
N/A
|
0
$0
|
|
|
Apr 05, 2018
Q1 2018
|
Edge Wealth Management LLC
|
SELL
|
- |
-411Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 23, 2018
Q4 2017
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$617K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$220
|
|
| Q2 2017 | |||||||
|
Aug 30, 2024
Q2 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-114- 36.31% |
N/A
|
200
$44.1K
|
|