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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-83.1K- 98.29% |
$18M - $20.3M
|
1.45K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
168+ 1.53% |
$36.4K - $41.1K
|
11.2K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.18K+ 4.67% |
$473K - $534K
|
48.9K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-788- 2.32% |
$171K - $193K
|
33.2K
$7.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.96KNew |
$425K - $479K
|
1.96K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 61.19% |
$1.8M - $2.03M
|
21.9K
$4.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$7.66M - $8.65M
|
35.3K
$7.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.3K+ 3.59% |
$932K - $1.05M
|
124K
$26.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 41.7% |
$1.21M - $1.36M
|
18.9K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.53KNew |
$331K - $374K
|
1.53K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.71K+ 14.7% |
$1.45M - $1.64M
|
52.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
924New |
$200K - $226K
|
924
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.7% |
$433 - $489
|
287
$61.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-117- 6.67% |
$25.4K - $28.6K
|
1.64K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-125- 10.62% |
$27.1K - $30.6K
|
1.05K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-323- 16.74% |
$70K - $79K
|
1.61K
$345K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.23% |
$2.38K - $2.69K
|
4.68K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$236K - $267K
|
1.09K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.43K+ 27.06% |
$310K - $350K
|
6.71K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117+ 2.58% |
$25.4K - $28.6K
|
4.65K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39.3K+ 0.79% |
$8.52M - $9.62M
|
5.05M
$1.08B
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$650 - $734
|
2.71K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
39.9K+ 803.57% |
$8.64M - $9.76M
|
44.8K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-310- 7.35% |
$67.2K - $75.9K
|
3.91K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.12% |
$433 - $489
|
1.66K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
46KNew |
$9.98M - $11.3M
|
46K
$9.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
753+ 35.89% |
$163K - $184K
|
2.85K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$650 - $734
|
2.57K
$550K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.17K+ 447.32% |
$1.12M - $1.27M
|
6.33K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 6.13% |
$277K - $313K
|
19.6K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
503+ 5.54% |
$109K - $123K
|
9.58K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-67- 33.5% |
$14.5K - $16.4K
|
133
$28.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-304- 7.41% |
$65.9K - $74.4K
|
3.8K
$815K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.35K- 55.65% |
$293K - $330K
|
1.08K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.13% |
$433 - $489
|
1.53K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$217 - $245
|
1.63K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 7.75% |
$69.6K - $78.6K
|
4.46K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
194+ 1.33% |
$42K - $47.5K
|
14.7K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
301+ 2.98% |
$65.2K - $73.7K
|
10.4K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 4.28% |
$8.89K - $10K
|
918
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-260- 1.01% |
$56.3K - $63.6K
|
25.5K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.66K- 7.67% |
$359K - $406K
|
20K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.83K- 73.06% |
$1.7M - $1.92M
|
2.89K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 1.0% |
$235K - $265K
|
108K
$23.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
76.4K+ 2301.39% |
$16.6M - $18.7M
|
79.8K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
744+ 23.17% |
$161K - $182K
|
3.96K
$849K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
302+ 5.37% |
$65.4K - $73.9K
|
5.93K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-217- 2.56% |
$47K - $53.1K
|
8.25K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
975New |
$211K - $239K
|
975
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.33K+ 524.41% |
$1.59M - $1.79M
|
8.72K
$1.87M
|