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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-151Closed |
$19.2K - $21.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-190Closed |
$24.2K - $26.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-92Closed |
$11.7K - $12.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$254 - $279
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.5KClosed |
$1.59M - $1.74M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36Closed |
$4.58K - $5.02K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-362Closed |
$46.1K - $50.5K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
810New |
$103K - $113K
|
810
$190K
|
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.56KClosed |
$453K - $496K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-23.7KClosed |
$3.01M - $3.3M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.84KClosed |
$362K - $397K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$136K - $149K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
18.7KNew |
$2.18M - $2.49M
|
18.7K
$4.4M
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.1KClosed |
$1.29M - $1.48M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.79KClosed |
$558K - $637K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.65KClosed |
$542K - $619K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-669Closed |
$78K - $89K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.21KClosed |
$491K - $560K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-148Closed |
$17.3K - $19.7K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
180New |
$21K - $24K
|
180
$42.2K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-162KClosed |
$17.5M - $21.3M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11KClosed |
$1.19M - $1.45M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-219Closed |
$23.7K - $28.8K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-92.5KClosed |
$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
$302K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-50Closed |
$4.03K - $5.38K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
180New |
$14.5K - $19.4K
|
180
$42.2K
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-200Closed |
$16.1K - $21.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-301Closed |
$24.2K - $32.4K
|
0
$0
|
|
|
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
$117K
|
|
|
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
$43.9K
|
|
|
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
$13.4K
|
|
|
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
$31.7K
|
|
|
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
|
|