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 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.68K+ 3.27% |
$352K - $408K
|
53K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.35K+ 1046.25% |
$704K - $815K
|
3.67K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-332- 4.51% |
$69.8K - $80.8K
|
7.04K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47+ 0.27% |
$9.88K - $11.4K
|
17.5K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-108K- 18.34% |
$22.7M - $26.3M
|
481K
$118M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 22.24% |
$21.7M - $25.1M
|
361K
$88.7M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-977- 25.7% |
$205K - $238K
|
2.83K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$210 - $243
|
626
$154K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15+ 1.5% |
$3.15K - $3.65K
|
1.01K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 5.27% |
$16.8K - $19.5K
|
1.44K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 28.31% |
$2.29M - $2.65M
|
49.3K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-90- 4.07% |
$18.9K - $21.9K
|
2.12K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-152K- 98.68% |
$32M - $37M
|
2.04K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.86K+ 3.17% |
$1.02M - $1.18M
|
158K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
210+ 9.99% |
$44.1K - $51.1K
|
2.31K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
171New |
$35.9K - $41.6K
|
171
$42K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31+ 3.94% |
$6.52K - $7.54K
|
817
$201K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-97.2K- 63.12% |
$20.4M - $23.7M
|
56.8K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
58.8KNew |
$12.4M - $14.3M
|
58.8K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-80- 4.65% |
$16.8K - $19.5K
|
1.64K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
152+ 0.87% |
$31.9K - $37K
|
17.7K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.5K- 4.03% |
$2M - $2.31M
|
226K
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
714New |
$150K - $174K
|
714
$175K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 26.86% |
$296K - $342K
|
3.83K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 2.24% |
$10.5K - $12.2K
|
2.18K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56.9K+ 14.13% |
$12M - $13.8M
|
459K
$113M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 9.9% |
$25.9K - $29.9K
|
1.12K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27K+ 5.99% |
$5.68M - $6.58M
|
478K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
985+ 31.86% |
$207K - $240K
|
4.08K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.64K- 2.72% |
$766K - $886K
|
130K
$32M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
152K+ 57.43% |
$31.9M - $36.9M
|
416K
$102M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.15K+ 6.06% |
$242K - $280K
|
20.2K
$4.95M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-937- 33.73% |
$197K - $228K
|
1.84K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2+ 0.09% |
$420 - $487
|
2.14K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-74.1K- 35.54% |
$15.6M - $18M
|
134K
$33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.7K+ 54.43% |
$5.61M - $6.49M
|
75.7K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-214- 2.72% |
$45K - $52.1K
|
7.65K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-40- 4.04% |
$8.41K - $9.73K
|
950
$233K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-69- 2.22% |
$14.5K - $16.8K
|
3.05K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-162- 5.09% |
$34.1K - $39.4K
|
3.02K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
967+ 1465.15% |
$203K - $235K
|
1.03K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
830+ 3.74% |
$174K - $202K
|
23.1K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.07KNew |
$224K - $259K
|
1.07K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-406- 28.61% |
$85.3K - $98.8K
|
1.01K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$697K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-18.7K- 53.52% |
$3.93M - $4.55M
|
16.2K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
291+ 14.73% |
$61.2K - $70.8K
|
2.27K
$556K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.9K- 23.47% |
$8.81M - $10.2M
|
137K
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-128- 13.78% |
$26.9K - $31.1K
|
801
$197K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-494- 9.67% |
$104K - $120K
|
4.61K
$1.13M
|