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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.15K- 29.6% |
$242K - $281K
|
2.74K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.5K+ 54.34% |
$316K - $366K
|
4.27K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-383- 4.94% |
$80.5K - $93.2K
|
7.37K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.7K- 26.71% |
$2.46M - $2.84M
|
32.1K
$7.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.08K+ 7.63% |
$648K - $750K
|
43.5K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 42.28% |
$512K - $593K
|
8.19K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
96+ 0.09% |
$20.2K - $23.4K
|
103K
$25.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
40+ 4.02% |
$8.41K - $9.73K
|
1.04K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128+ 1.48% |
$26.9K - $31.1K
|
8.79K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-227- 1.06% |
$47.7K - $55.2K
|
21.2K
$5.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 63.09% |
$353K - $409K
|
4.34K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94+ 2.05% |
$19.8K - $22.9K
|
4.67K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
30+ 0.76% |
$6.31K - $7.3K
|
3.99K
$979K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
150+ 3.43% |
$31.5K - $36.5K
|
4.52K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-405- 12.75% |
$85.1K - $98.5K
|
2.77K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.77K+ 9.01% |
$1.42M - $1.65M
|
81.9K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-796- 5.19% |
$167K - $194K
|
14.5K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
61+ 1.57% |
$12.8K - $14.8K
|
3.94K
$967K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-27.9K- 96.7% |
$5.86M - $6.79M
|
953
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.38M- 85.27% |
$501M - $580M
|
412K
$101M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-86- 6.83% |
$18.1K - $20.9K
|
1.17K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-191- 2.68% |
$40.1K - $46.5K
|
6.94K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-174- 0.7% |
$36.6K - $42.3K
|
24.9K
$6.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.98K- 11.74% |
$1.89M - $2.18M
|
67.5K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.32K+ 2.21% |
$278K - $322K
|
61.2K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14.4KNew |
$3.02M - $3.5M
|
14.4K
$3.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-170- 5.91% |
$35.7K - $41.4K
|
2.71K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
54.3K+ 59.55% |
$11.4M - $13.2M
|
145K
$35.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
508+ 18.57% |
$107K - $124K
|
3.24K
$796K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-63.6K- 95.5% |
$13.4M - $15.5M
|
3K
$735K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.13K+ 12.77% |
$447K - $518K
|
18.8K
$4.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-87- 1.63% |
$18.3K - $21.2K
|
5.24K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.08K- 22.7% |
$437K - $506K
|
7.08K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.16K- 7.89% |
$453K - $525K
|
25.2K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.01K+ 47.01% |
$632K - $732K
|
9.4K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
199+ 73.98% |
$41.8K - $48.4K
|
468
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 10.51% |
$211K - $245K
|
8.57K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
967New |
$203K - $235K
|
967
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-102- 4.74% |
$21.4K - $24.8K
|
2.05K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 23.71% |
$3.01M - $3.48M
|
46K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-35- 13.41% |
$7.36K - $8.52K
|
226
$55.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.19K- 32.74% |
$249K - $289K
|
2.44K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.2KNew |
$461K - $534K
|
2.2K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$224K - $259K
|
1.06K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
218+ 1.94% |
$45.8K - $53K
|
11.5K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
430+ 23.48% |
$90.4K - $105K
|
2.26K
$555K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$697K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.54K- 5.99% |
$1.16M - $1.35M
|
86.9K
$21.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$21K - $24.3K
|
100
$24.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-36.9K- 54.22% |
$7.75M - $8.97M
|
31.1K
$7.65M
|