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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
325New |
$59.7K - $70.2K
|
325
$71.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-180- 53.57% |
$33K - $38.9K
|
156
$34.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.11% |
$367 - $432
|
1.81K
$400K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.32K- 0.38% |
$241K - $284K
|
345K
$75.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.42KNew |
$260K - $306K
|
1.42K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 26.86% |
$210K - $247K
|
5.41K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.52K- 2.64% |
$278K - $327K
|
55.8K
$12.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.07K- 8.08% |
$1.11M - $1.31M
|
69K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.07K+ 8.38% |
$380K - $447K
|
26.8K
$5.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1+ 0.09% |
$184 - $216
|
1.18K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.18K- 30.33% |
$584K - $688K
|
7.31K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
229+ 3.25% |
$42K - $49.5K
|
7.28K
$1.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-627- 20.27% |
$115K - $136K
|
2.47K
$543K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7.51K- 22.59% |
$1.38M - $1.62M
|
25.7K
$5.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 93.66% |
$35.2K - $41.5K
|
397
$87.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
311New |
$57.1K - $67.2K
|
311
$68.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.1KNew |
$752K - $885K
|
4.1K
$903K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
95+ 339.29% |
$17.4K - $20.5K
|
123
$27.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.14K- 1.88% |
$210K - $247K
|
59.8K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$184 - $216
|
1.67K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 9.94% |
$202K - $238K
|
12.2K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$18.4K - $21.6K
|
100
$22K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
36New |
$6.61K - $7.78K
|
36
$7.93K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
23.1K+ 672.17% |
$4.24M - $5M
|
26.6K
$5.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10- 0.59% |
$1.84K - $2.16K
|
1.68K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.44KNew |
$265K - $312K
|
1.44K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-241- 17.0% |
$44.2K - $52.1K
|
1.18K
$259K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.9K- 46.44% |
$533K - $627K
|
3.35K
$737K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.91K+ 14.62% |
$351K - $414K
|
15K
$3.31M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20.4KNew |
$3.75M - $4.42M
|
20.4K
$4.5M
|
|
| Q1 2024 | |||||||
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-926- 6.97% |
$158K - $182K
|
12.4K
$2.72M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.5K+ 458.25% |
$1.28M - $1.48M
|
9.13K
$2.01M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-59.6K- 22.01% |
$10.2M - $11.7M
|
211K
$46.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
463New |
$78.9K - $91.1K
|
463
$102K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.41K- 5.61% |
$1.6M - $1.85M
|
158K
$34.9M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.69% |
$170 - $197
|
60
$13.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45New |
$7.67K - $8.86K
|
45
$9.92K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.68KNew |
$627K - $724K
|
3.68K
$811K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$5.62K - $6.5K
|
33
$7.27K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.79K+ 1575.27% |
$1.5M - $1.73M
|
9.35K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$786K - $909K
|
4.62K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
790New |
$135K - $155K
|
790
$174K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.09KNew |
$526K - $608K
|
3.09K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
300New |
$51.1K - $59K
|
300
$66.1K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.73KNew |
$805K - $930K
|
4.73K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$2.28M - $2.63M
|
13.4K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
85New |
$14.5K - $16.7K
|
85
$18.7K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.87KNew |
$318K - $368K
|
1.87K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.24KNew |
$211K - $244K
|
1.24K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54KNew |
$263K - $304K
|
1.54K
$340K
|
|