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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.08% |
$420 - $487
|
2.5K
$614K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$16.8K - $19.5K
|
80
$19.6K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
8.41K+ 14.21% |
$1.77M - $2.05M
|
67.6K
$16.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
69.1K+ 1235.42% |
$14.5M - $16.8M
|
74.7K
$18.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-786- 1.81% |
$165K - $191K
|
42.7K
$10.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.22KNew |
$1.73M - $2M
|
8.22K
$2.02M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$7.99K - $9.25K
|
38
$9.33K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 11.76% |
$2.1K - $2.43K
|
95
$23.3K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
82+ 2.17% |
$17.2K - $20K
|
3.86K
$947K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.14% |
$2.1K - $2.43K
|
7.03K
$1.72M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-24.8K- 78.13% |
$5.22M - $6.05M
|
6.96K
$1.71M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.34K- 9.09% |
$491K - $568K
|
23.4K
$5.74M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 18.6% |
$5.04K - $5.84K
|
105
$25.8K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
280+ 0.25% |
$58.9K - $68.1K
|
112K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-273- 20.73% |
$57.4K - $66.4K
|
1.04K
$256K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.4K- 17.57% |
$7.01M - $8.12M
|
157K
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
512+ 51.56% |
$108K - $125K
|
1.51K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-431- 6.55% |
$90.6K - $105K
|
6.15K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
680K+ 45.05% |
$143M - $165M
|
2.19M
$537M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 14.75% |
$44.5M - $51.5M
|
1.22M
$300M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-31.7K- 96.55% |
$6.66M - $7.71M
|
1.13K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-902- 23.04% |
$190K - $219K
|
3.01K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
24.6KNew |
$5.17M - $5.98M
|
24.6K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.14% |
$420 - $487
|
1.42K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
191+ 5.98% |
$40.1K - $46.5K
|
3.39K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-28.5K- 92.12% |
$6M - $6.95M
|
2.44K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1+ 1.47% |
$210 - $243
|
69
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
422+ 33.92% |
$88.7K - $103K
|
1.67K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
458+ 5.43% |
$96.3K - $111K
|
8.9K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 1.41% |
$10.5K - $12.2K
|
3.59K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 23.9% |
$454K - $526K
|
11.2K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-505- 5.35% |
$106K - $123K
|
8.94K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
91New |
$19.1K - $22.1K
|
91
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.28K+ 89.23% |
$270K - $312K
|
2.72K
$668K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-9.04K- 2.95% |
$1.9M - $2.2M
|
298K
$73.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-319K- 93.78% |
$67M - $77.6M
|
21.1K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-545- 35.44% |
$115K - $133K
|
993
$244K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.16KNew |
$244K - $283K
|
1.16K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-514- 4.23% |
$108K - $125K
|
11.6K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.5K+ 44.32% |
$6.4M - $7.41M
|
99.2K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.97K- 5.73% |
$414K - $480K
|
32.4K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
985New |
$207K - $240K
|
985
$242K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
970New |
$204K - $236K
|
970
$238K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
123K+ 41.36% |
$25.8M - $29.9M
|
420K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
25.2K+ 90.42% |
$5.29M - $6.12M
|
53K
$13M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$953K - $1.1M
|
4.54K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
127+ 3.35% |
$26.7K - $30.9K
|
3.92K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.1K+ 804.97% |
$6.33M - $7.33M
|
33.9K
$8.32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.3K+ 195.45% |
$904K - $1.05M
|
6.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.05K+ 28.83% |
$641K - $742K
|
13.6K
$3.35M
|