Latest Institutional Purchases of Ishares Tr Russell 200 Growth (IWY)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 200 Growth (IWY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$2.6K - $2.8K
|
17
$4.17K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$458 - $493
|
3
$737
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144KNew |
$19.6M - $22.8M
|
144K
$35.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.55KNew |
$620K - $721K
|
4.55K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.32KNew |
$180K - $210K
|
1.32K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$137K - $160K
|
1.01K
$247K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
254+ 1.76% |
$34.6K - $40.3K
|
14.7K
$3.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
238New |
$32.4K - $37.7K
|
238
$58.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
126New |
$17.2K - $20K
|
126
$30.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
114New |
$15.5K - $18.1K
|
114
$28K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$13.6K - $15.9K
|
100
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
34New |
$4.63K - $5.39K
|
34
$8.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.91K - $2.22K
|
14
$3.44K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$545 - $634
|
4
$982
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $159
|
2.18K
$535K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73KNew |
$321K - $379K
|
2.73K
$669K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.5KNew |
$177K - $209K
|
1.5K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
554New |
$65.2K - $77K
|
554
$136K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$3.53K - $4.17K
|
30
$7.37K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17+ 85.0% |
$2K - $2.36K
|
37
$9.08K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1KNew |
$2.83M - $3.16M
|
24.1K
$5.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.91KNew |
$1.17M - $1.3M
|
9.91K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.61KNew |
$660K - $737K
|
5.61K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.49KNew |
$175K - $195K
|
1.49K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
376New |
$44.2K - $49.4K
|
376
$92.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
125New |
$14.7K - $16.4K
|
125
$30.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
93New |
$10.9K - $12.2K
|
93
$22.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31New |
$3.64K - $4.07K
|
31
$7.61K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.33% |
$118 - $131
|
76
$18.7K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
23KNew |
$2.74M - $3.37M
|
23K
$5.64M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.32K+ 81.07% |
$158K - $194K
|
2.95K
$723K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.2KNew |
$143K - $176K
|
1.2K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
616New |
$73.6K - $90.5K
|
616
$151K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
326New |
$39K - $47.9K
|
326
$80K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$11.9K - $14.7K
|
100
$24.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
19+ 0.67% |
$2.27K - $2.79K
|
2.85K
$701K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
16New |
$1.91K - $2.35K
|
16
$3.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$1.55K - $1.91K
|
13
$3.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$119 - $147
|
7.88K
$1.93M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21KNew |
$266K - $358K
|
2.21K
$543K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.74KNew |
$209K - $281K
|
1.74K
$426K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
390New |
$46.9K - $63.2K
|
390
$95.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
189+ 9.07% |
$22.7K - $30.6K
|
2.27K
$558K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
675New |
$95.2K - $118K
|
675
$166K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 75.0% |
$4.23K - $5.25K
|
70
$17.2K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6New |
$906 - $1.05K
|
6
$1.47K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
249New |
$37.6K - $40.7K
|
249
$61.1K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
363New |
$49.4K - $54.7K
|
363
$89.1K
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
810New |
$103K - $113K
|
810
$199K
|
|