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 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18K+ 18.59% |
$3.78M - $4.38M
|
115K
$28.2M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
315+ 34.09% |
$66.2K - $76.6K
|
1.24K
$304K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
925+ 4.5% |
$194K - $225K
|
21.5K
$5.27M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
802+ 5.19% |
$169K - $195K
|
16.2K
$3.99M
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-113- 10.2% |
$23.8K - $27.5K
|
995
$244K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.56K+ 21.26% |
$1.8M - $2.08M
|
48.8K
$12M
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 52.71% |
$661K - $766K
|
9.11K
$2.24M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30K- 1.35% |
$6.3M - $7.29M
|
2.18M
$536M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.2K- 46.89% |
$2.15M - $2.49M
|
11.6K
$2.85M
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
549+ 0.99% |
$115K - $134K
|
55.8K
$13.7M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
49+ 1.34% |
$10.3K - $11.9K
|
3.71K
$911K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-197- 2.78% |
$41.4K - $47.9K
|
6.9K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12.5K- 99.52% |
$2.63M - $3.05M
|
60
$14.7K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-4.88K- 46.8% |
$1.03M - $1.19M
|
5.55K
$1.36M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.11K+ 15.59% |
$654K - $757K
|
23.1K
$5.66M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.72K
$667K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
307New |
$64.5K - $74.7K
|
307
$75.4K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$251K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
20.3K+ 41.92% |
$4.28M - $4.95M
|
68.9K
$16.9M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
230+ 11500.0% |
$48.3K - $56K
|
232
$57K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-50.5K- 7.76% |
$10.6M - $12.3M
|
600K
$147M
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.08K- 23.51% |
$228K - $264K
|
3.53K
$866K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.05KNew |
$220K - $255K
|
1.05K
$258K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$251K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
92+ 0.18% |
$19.3K - $22.4K
|
51K
$12.5M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.56K- 3.17% |
$1.59M - $1.84M
|
231K
$56.7M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-123K- 42.17% |
$25.8M - $29.8M
|
168K
$41.3M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.56K- 4.51% |
$328K - $380K
|
33.1K
$8.12M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-599- 96.93% |
$126K - $146K
|
19
$4.66K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.94K- 8.16% |
$828K - $959K
|
44.4K
$10.9M
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
3.24K+ 6.22% |
$681K - $788K
|
55.4K
$13.6M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.4K+ 1.57% |
$504K - $583K
|
155K
$38M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-160- 3.18% |
$33.6K - $38.9K
|
4.87K
$1.19M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.04K- 1.2% |
$1.27M - $1.47M
|
498K
$122M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.61K- 40.0% |
$338K - $392K
|
2.42K
$593K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.3KNew |
$1.32M - $1.53M
|
6.3K
$1.55M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3+ 0.21% |
$631 - $730
|
1.44K
$353K
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.9KNew |
$2.08M - $2.41M
|
9.9K
$2.43M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 4.9% |
$305K - $353K
|
28.1K
$6.91M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.03% |
$210 - $243
|
3.24K
$795K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-63- 15.87% |
$13.2K - $15.3K
|
334
$82K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-910- 32.91% |
$191K - $221K
|
1.86K
$455K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-580- 10.23% |
$122K - $141K
|
5.09K
$1.25M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28.2K- 11.48% |
$5.92M - $6.85M
|
217K
$53.3M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-85- 6.07% |
$17.9K - $20.7K
|
1.32K
$323K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-430- 2.0% |
$90.4K - $105K
|
21K
$5.16M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
19.5KNew |
$4.09M - $4.74M
|
19.5K
$4.78M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
882+ 19.96% |
$185K - $215K
|
5.3K
$1.3M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-331- 2.85% |
$69.6K - $80.5K
|
11.3K
$2.77M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.33K+ 1.98% |
$279K - $323K
|
68.5K
$16.8M
|