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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36New |
$5.36K - $6.33K
|
36
$8.84K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-200- 83.33% |
$29.8K - $35.2K
|
40
$9.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.41KNew |
$359K - $424K
|
2.41K
$592K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
94+ 9400.0% |
$14K - $16.5K
|
95
$23.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
203+ 3.48% |
$30.2K - $35.7K
|
6.03K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.55K+ 76.12% |
$231K - $273K
|
3.59K
$882K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.36K- 0.94% |
$948K - $1.12M
|
674K
$165M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.34KNew |
$200K - $236K
|
1.34K
$329K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.52K- 63.96% |
$524K - $619K
|
1.98K
$487K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-30- 2.07% |
$4.47K - $5.28K
|
1.42K
$348K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-21- 46.67% |
$3.13K - $3.69K
|
24
$5.89K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-26- 1.63% |
$3.97K - $4.28K
|
1.57K
$386K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$458 - $493
|
3
$737
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-189- 5.87% |
$28.9K - $31.1K
|
3.03K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
379New |
$57.9K - $62.3K
|
379
$93K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$264K - $285K
|
1.73K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-17.6K- 20.63% |
$2.69M - $2.9M
|
67.8K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.28KNew |
$196K - $211K
|
1.28K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.19KNew |
$335K - $360K
|
2.19K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15Closed |
$2.29K - $2.47K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-633- 3.57% |
$96.7K - $104K
|
17.1K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
2.22KNew |
$339K - $365K
|
2.22K
$545K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.07KNew |
$316K - $340K
|
2.07K
$507K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
42.3KNew |
$6.46M - $6.96M
|
42.3K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-223- 27.03% |
$34K - $36.7K
|
602
$148K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.66K+ 18.76% |
$253K - $272K
|
10.5K
$2.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83New |
$12.7K - $13.6K
|
83
$20.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
774New |
$118K - $127K
|
774
$190K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 1.42% |
$3.05K - $3.29K
|
1.38K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$45.8K - $49.3K
|
300
$73.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$2.6K - $2.8K
|
17
$4.17K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144KNew |
$19.6M - $22.8M
|
144K
$35.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.91K - $2.22K
|
14
$3.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$137K - $160K
|
1.01K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-306- 43.1% |
$41.7K - $48.5K
|
404
$99.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
34New |
$4.63K - $5.39K
|
34
$8.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.55KNew |
$620K - $721K
|
4.55K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
126New |
$17.2K - $20K
|
126
$30.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 25.43% |
$246K - $286K
|
5.28K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 2.5% |
$681 - $793
|
195
$47.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
114New |
$15.5K - $18.1K
|
114
$28K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$13.6K - $15.9K
|
100
$24.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-157K- 2.57% |
$21.4M - $24.9M
|
5.94M
$1.46B
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-21.9K- 47.36% |
$2.99M - $3.48M
|
24.4K
$5.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
254+ 1.76% |
$34.6K - $40.3K
|
14.7K
$3.6M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.32KNew |
$180K - $210K
|
1.32K
$325K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $159
|
2.18K
$535K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
238New |
$32.4K - $37.7K
|
238
$58.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$545 - $634
|
4
$982
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17+ 85.0% |
$2K - $2.36K
|
37
$9.08K
|
|