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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
538+ 34.49% |
$105K - $122K
|
2.1K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
53+ 0.27% |
$10.3K - $12K
|
19.6K
$4.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.18K- 6.43% |
$1.4M - $1.62M
|
104K
$24.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.54K+ 51.44% |
$884K - $1.03M
|
13.4K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-483- 20.02% |
$94K - $109K
|
1.93K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.1K- 57.95% |
$2.95M - $3.42M
|
11K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13+ 0.64% |
$2.53K - $2.94K
|
2.05K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 50.08% |
$58.4K - $67.8K
|
299
$71.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23- 1.35% |
$4.48K - $5.2K
|
1.68K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32.5KNew |
$6.33M - $7.35M
|
32.5K
$7.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.67K+ 6.05% |
$519K - $602K
|
46.8K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.33K- 11.23% |
$648K - $752K
|
26.3K
$6.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.04% |
$584 - $678
|
7.58K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
280+ 6.07% |
$54.5K - $63.3K
|
4.89K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-115- 4.71% |
$22.4K - $26K
|
2.33K
$554K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
661+ 9.68% |
$129K - $149K
|
7.49K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2+ 0.14% |
$389 - $452
|
1.44K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
1.53K+ 5.39% |
$297K - $345K
|
29.9K
$7.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-154- 1.79% |
$30K - $34.8K
|
8.47K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.17KNew |
$1.4M - $1.62M
|
7.17K
$1.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-260- 0.77% |
$50.6K - $58.8K
|
33.7K
$8.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14- 0.41% |
$2.73K - $3.16K
|
3.41K
$812K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.24K+ 13.7% |
$630K - $731K
|
26.9K
$6.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26- 0.26% |
$5.06K - $5.88K
|
9.98K
$2.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
411+ 42.55% |
$80K - $92.9K
|
1.38K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
83+ 78.3% |
$16.2K - $18.8K
|
189
$45K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 1.73% |
$913K - $1.06M
|
266K
$63.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-977- 3.37% |
$190K - $221K
|
28K
$6.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 0.42% |
$2.92K - $3.39K
|
3.57K
$850K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-5.74K- 4.09% |
$1.12M - $1.3M
|
135K
$32.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.8K- 12.19% |
$351K - $407K
|
13K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
808+ 33.62% |
$157K - $183K
|
3.21K
$765K
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-331- 2.75% |
$64.4K - $74.8K
|
11.7K
$2.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
658+ 1.12% |
$128K - $149K
|
59.6K
$14.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.16K- 22.75% |
$615K - $713K
|
10.7K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-944- 14.4% |
$184K - $213K
|
5.61K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.03K+ 7.67% |
$980K - $1.14M
|
70.7K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$584 - $678
|
34
$8.1K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-20- 9.76% |
$3.89K - $4.52K
|
185
$44.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-231- 5.26% |
$45K - $52.2K
|
4.16K
$992K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
520+ 2.66% |
$101K - $118K
|
20.1K
$4.79M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
336+ 8.04% |
$65.4K - $75.9K
|
4.51K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.15K+ 44.09% |
$419K - $487K
|
7.04K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
298+ 0.1% |
$58K - $67.3K
|
296K
$70.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
125+ 3.54% |
$24.3K - $28.2K
|
3.66K
$871K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.59KNew |
$310K - $360K
|
1.59K
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
607+ 14.86% |
$118K - $137K
|
4.69K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-809- 5.27% |
$157K - $183K
|
14.5K
$3.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
944New |
$184K - $213K
|
944
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$389 - $452
|
1.02K
$244K
|