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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
511+ 56.4% |
$107K - $124K
|
1.42K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-65- 3.54% |
$13.7K - $15.8K
|
1.77K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-66- 5.19% |
$13.9K - $16.1K
|
1.21K
$296K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.35KNew |
$494K - $572K
|
2.35K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1K+ 21.73% |
$210K - $243K
|
5.6K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-61.2K- 54.05% |
$12.9M - $14.9M
|
52K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 15.51% |
$316K - $366K
|
8.19K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.13% |
$631 - $730
|
2.24K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 16.05% |
$52.8K - $61.1K
|
1.31K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-39- 0.8% |
$8.2K - $9.49K
|
4.83K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
74+ 0.94% |
$15.6K - $18K
|
7.91K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.71K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$210 - $243
|
527
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 2.79% |
$3.57K - $4.14K
|
626
$154K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.28K- 1.31% |
$1.11M - $1.29M
|
397K
$97.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.37% |
$1.68K - $1.95K
|
2.18K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.6K- 1.54% |
$336K - $389K
|
102K
$25M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-222- 50.8% |
$46.7K - $54K
|
215
$52.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
868+ 3.56% |
$182K - $211K
|
25.2K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.92% |
$3.78K - $4.38K
|
1.98K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
31.6K+ 75.55% |
$6.64M - $7.69M
|
73.4K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
400+ 800.0% |
$84.1K - $97.3K
|
450
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$515K - $596K
|
2.45K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-241K- 4.49% |
$50.7M - $58.7M
|
5.12M
$1.26B
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 6.02% |
$13.7K - $15.8K
|
1.14K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$21K - $24.3K
|
100
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 19.41% |
$52.5K - $60.8K
|
1.04K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 15.8% |
$371K - $429K
|
12.9K
$3.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 112.19% |
$2.46M - $2.84M
|
22.1K
$5.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-736- 15.83% |
$155K - $179K
|
3.91K
$960K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.17K+ 85.33% |
$246K - $284K
|
2.54K
$623K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-66- 0.78% |
$13.9K - $16.1K
|
8.38K
$2.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
394+ 2.05% |
$82.8K - $95.9K
|
19.6K
$4.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.36K- 11.39% |
$916K - $1.06M
|
33.9K
$8.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.76K- 4.1% |
$789K - $914K
|
87.7K
$21.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
186+ 4.76% |
$39.1K - $45.3K
|
4.09K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.7K+ 888.8% |
$3.5M - $4.06M
|
18.5K
$4.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.06% |
$210 - $243
|
1.66K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-46- 34.59% |
$9.67K - $11.2K
|
87
$21.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5.45K- 16.65% |
$1.15M - $1.33M
|
27.3K
$6.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-386- 16.95% |
$81.1K - $93.9K
|
1.89K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
134+ 3.59% |
$28.2K - $32.6K
|
3.87K
$949K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-229- 9.85% |
$48.1K - $55.7K
|
2.1K
$515K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 3.1% |
$4.2K - $4.87K
|
626
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
288+ 24.74% |
$60.5K - $70.1K
|
1.45K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-71.7K- 66.52% |
$15.1M - $17.5M
|
36.1K
$8.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.2K+ 2559.28% |
$11.6M - $13.4M
|
57.3K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-138K- 2.73% |
$29M - $33.5M
|
4.91M
$1.21B
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
294+ 381.82% |
$61.8K - $71.5K
|
371
$91.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
342+ 1.0% |
$71.9K - $83.2K
|
34.6K
$8.49M
|