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 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
326K+ 243.07% |
$70.6M - $79.7M
|
460K
$98.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 22.9% |
$32.5K - $36.7K
|
805
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 13.57% |
$6.5K - $7.34K
|
191
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.78% |
$433 - $489
|
74
$15.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.03K+ 69.68% |
$1.31M - $1.48M
|
14.7K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 41.76% |
$8.24K - $9.3K
|
129
$27.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
180+ 5.25% |
$39K - $44K
|
3.61K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24K+ 82.82% |
$5.21M - $5.88M
|
53K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 4.9% |
$330K - $373K
|
29.6K
$6.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-300- 41.96% |
$65K - $73.4K
|
415
$89.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.6KNew |
$2.3M - $2.59M
|
10.6K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-633- 24.46% |
$137K - $155K
|
1.96K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-473- 7.67% |
$103K - $116K
|
5.69K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.86K+ 140.68% |
$1.27M - $1.43M
|
10K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.55K- 4.21% |
$1.85M - $2.09M
|
195K
$41.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
264+ 3.52% |
$57.2K - $64.6K
|
7.76K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
598+ 7.26% |
$130K - $146K
|
8.84K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
159K+ 185.06% |
$34.5M - $39M
|
245K
$52.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.44% |
$759K - $857K
|
50.9K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-239- 0.74% |
$51.8K - $58.5K
|
31.9K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.13KNew |
$462K - $522K
|
2.13K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.5KNew |
$758K - $856K
|
3.5K
$752K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
879New |
$190K - $215K
|
879
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
120+ 3.25% |
$26K - $29.4K
|
3.81K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
902New |
$195K - $221K
|
902
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.08K+ 383.89% |
$1.1M - $1.24M
|
6.4K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.16KNew |
$684K - $773K
|
3.16K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-121- 0.29% |
$26.2K - $29.6K
|
41.8K
$8.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-26- 1.54% |
$5.63K - $6.36K
|
1.66K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.81K- 60.16% |
$1.69M - $1.91M
|
5.17K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
8.03KNew |
$1.74M - $1.97M
|
8.03K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
238New |
$51.6K - $58.2K
|
238
$51.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 7.22% |
$29.3K - $33K
|
1.73K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.8K+ 29.12% |
$4.73M - $5.35M
|
96.8K
$20.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 36.43% |
$225K - $254K
|
3.9K
$837K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
188+ 1.17% |
$40.7K - $46K
|
16.2K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.1K+ 103.58% |
$6.95M - $7.85M
|
63K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08KNew |
$234K - $264K
|
1.08K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.1K- 2.94% |
$4.36M - $4.92M
|
664K
$143M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-812- 1.45% |
$176K - $199K
|
55.3K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-616- 3.77% |
$133K - $151K
|
15.7K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.42KNew |
$308K - $347K
|
1.42K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.11KNew |
$1.11M - $1.25M
|
5.11K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$4.06M - $4.59M
|
18.7K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.66KNew |
$577K - $652K
|
2.66K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-29- 0.21% |
$6.28K - $7.1K
|
13.6K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
135+ 0.44% |
$29.3K - $33K
|
30.8K
$6.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.61K+ 24.83% |
$2.08M - $2.35M
|
48.3K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 16.0% |
$3.62M - $4.09M
|
121K
$26M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
33New |
$7.15K - $8.08K
|
33
$7.09K
|