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 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.08K- 22.7% |
$437K - $506K
|
7.08K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.16K- 7.89% |
$453K - $525K
|
25.2K
$6.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.01K+ 47.01% |
$632K - $732K
|
9.4K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
199+ 73.98% |
$41.8K - $48.4K
|
468
$118K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 10.51% |
$211K - $245K
|
8.57K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
967New |
$203K - $235K
|
967
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-102- 4.74% |
$21.4K - $24.8K
|
2.05K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 23.71% |
$3.01M - $3.48M
|
46K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-35- 13.41% |
$7.36K - $8.52K
|
226
$56.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.19K- 32.74% |
$249K - $289K
|
2.44K
$612K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.2KNew |
$461K - $534K
|
2.2K
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$224K - $259K
|
1.06K
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
218+ 1.94% |
$45.8K - $53K
|
11.5K
$2.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
430+ 23.48% |
$90.4K - $105K
|
2.26K
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$713K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.54K- 5.99% |
$1.16M - $1.35M
|
86.9K
$21.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1K+ 21.73% |
$210K - $243K
|
5.6K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.35KNew |
$494K - $572K
|
2.35K
$590K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
511+ 56.4% |
$107K - $124K
|
1.42K
$356K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-36.9K- 54.22% |
$7.75M - $8.97M
|
31.1K
$7.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-61.2K- 54.05% |
$12.9M - $14.9M
|
52K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 15.51% |
$316K - $366K
|
8.19K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.13% |
$631 - $730
|
2.24K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 16.05% |
$52.8K - $61.1K
|
1.31K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-39- 0.8% |
$8.2K - $9.49K
|
4.83K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
74+ 0.94% |
$15.6K - $18K
|
7.91K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.71K
$680K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$210 - $243
|
527
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 2.79% |
$3.57K - $4.14K
|
626
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.28K- 1.31% |
$1.11M - $1.29M
|
397K
$99.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.37% |
$1.68K - $1.95K
|
2.18K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-222- 50.8% |
$46.7K - $54K
|
215
$54K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
868+ 3.56% |
$182K - $211K
|
25.2K
$6.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.92% |
$3.78K - $4.38K
|
1.98K
$496K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
31.6K+ 75.55% |
$6.64M - $7.69M
|
73.4K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
400+ 800.0% |
$84.1K - $97.3K
|
450
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$515K - $596K
|
2.45K
$615K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-241K- 4.49% |
$50.7M - $58.7M
|
5.12M
$1.29B
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 6.02% |
$13.7K - $15.8K
|
1.14K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$21K - $24.3K
|
100
$25.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 19.41% |
$52.5K - $60.8K
|
1.04K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 15.8% |
$371K - $429K
|
12.9K
$3.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 112.19% |
$2.46M - $2.84M
|
22.1K
$5.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-736- 15.83% |
$155K - $179K
|
3.91K
$982K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.17K+ 85.33% |
$246K - $284K
|
2.54K
$638K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-66- 0.78% |
$13.9K - $16.1K
|
8.38K
$2.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
394+ 2.05% |
$82.8K - $95.9K
|
19.6K
$4.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.36K- 11.39% |
$916K - $1.06M
|
33.9K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
186+ 4.76% |
$39.1K - $45.3K
|
4.09K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.76K- 4.1% |
$789K - $914K
|
87.7K
$22M
|