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 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.13KNew |
$212K - $279K
|
1.13K
$278K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-13- 68.42% |
$2.44K - $3.2K
|
6
$1.47K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.88K+ 102.67% |
$353K - $464K
|
3.72K
$912K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-43- 0.72% |
$8.06K - $10.6K
|
5.97K
$1.46M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-65- 1.88% |
$12.2K - $16K
|
3.39K
$833K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-340- 2.48% |
$63.8K - $83.8K
|
13.4K
$3.28M
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-130- 0.17% |
$24.4K - $32K
|
76.2K
$18.7M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.03% |
$1.31K - $1.73K
|
23.5K
$5.76M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.48K+ 4.98% |
$277K - $365K
|
31.2K
$7.66M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.39K- 86.27% |
$1.57M - $2.07M
|
1.34K
$328K
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
200+ 1.72% |
$37.5K - $49.3K
|
11.8K
$2.9M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
33.8KNew |
$6.33M - $8.32M
|
33.8K
$8.29M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.21K- 12.07% |
$1.35M - $1.78M
|
52.5K
$12.9M
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.79K+ 3.37% |
$711K - $934K
|
116K
$28.5M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.12% |
$375 - $493
|
1.64K
$402K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
305+ 1.41% |
$57.2K - $75.2K
|
21.9K
$5.37M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
942+ 20.66% |
$177K - $232K
|
5.5K
$1.35M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
523+ 5.98% |
$98.1K - $129K
|
9.27K
$2.28M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.92K- 16.63% |
$923K - $1.21M
|
24.7K
$6.06M
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-45- 3.01% |
$8.44K - $11.1K
|
1.45K
$355K
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-37- 3.57% |
$6.94K - $9.12K
|
999
$245K
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-22- 0.2% |
$4.13K - $5.42K
|
11.2K
$2.75M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-469- 2.94% |
$87.9K - $116K
|
15.5K
$3.8M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
23.4KNew |
$4.4M - $5.78M
|
23.4K
$5.76M
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.42K+ 3.88% |
$266K - $350K
|
38K
$9.33M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99K+ 128.14% |
$561K - $738K
|
5.33K
$1.31M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 246.21% |
$402K - $528K
|
3.01K
$739K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-199- 5.85% |
$37.3K - $49.1K
|
3.2K
$786K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.02% |
$188 - $247
|
5.86K
$1.44M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 9.89% |
$878K - $1.15M
|
42.7K
$10.5M
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.74K- 1.41% |
$326K - $429K
|
121K
$29.8M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
21.4KNew |
$4.01M - $5.27M
|
21.4K
$5.24M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
108+ 4.26% |
$20.3K - $26.6K
|
2.65K
$650K
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
45.5K+ 20.17% |
$8.54M - $11.2M
|
271K
$66.6M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
186+ 15.07% |
$34.9K - $45.9K
|
1.42K
$349K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.12K- 23.16% |
$210K - $276K
|
3.72K
$912K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-296- 18.06% |
$55.5K - $73K
|
1.34K
$330K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-125- 1.5% |
$23.4K - $30.8K
|
8.22K
$2.02M
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 8.57% |
$244K - $321K
|
13.9K
$3.41M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
549+ 23.28% |
$103K - $135K
|
2.91K
$714K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.11K- 25.93% |
$396K - $520K
|
6.03K
$1.48M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 19.09% |
$251K - $329K
|
8.33K
$2.05M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-325- 2.22% |
$60.9K - $80.1K
|
14.3K
$3.52M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.4K
$344K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.25KNew |
$609K - $801K
|
3.25K
$798K
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.85K- 1.97% |
$722K - $949K
|
192K
$47.1M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
559+ 46.47% |
$105K - $138K
|
1.76K
$433K
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
837New |
$157K - $206K
|
837
$205K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.42K+ 32.35% |
$454K - $596K
|
9.9K
$2.43M
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
18+ 0.72% |
$3.38K - $4.44K
|
2.53K
$621K
|