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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.84KNew |
$398K - $450K
|
1.84K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.77K+ 6.3% |
$383K - $432K
|
29.8K
$7.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.75K+ 183.25% |
$379K - $428K
|
2.71K
$646K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.66KNew |
$359K - $406K
|
1.66K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.54KNew |
$333K - $376K
|
1.54K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.53KNew |
$331K - $374K
|
1.53K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.49K+ 115.91% |
$322K - $364K
|
2.77K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
1.44KNew |
$312K - $352K
|
1.44K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.43K+ 27.06% |
$310K - $350K
|
6.71K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.42KNew |
$308K - $347K
|
1.42K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.35K+ 2.66% |
$292K - $330K
|
52K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.33KNew |
$288K - $325K
|
1.33K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.2KNew |
$261K - $294K
|
1.2K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.2K+ 1.33% |
$260K - $294K
|
91.5K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.18KNew |
$255K - $288K
|
1.18K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$236K - $267K
|
1.09K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08KNew |
$234K - $264K
|
1.08K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
979New |
$212K - $240K
|
979
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
975New |
$211K - $239K
|
975
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
924New |
$200K - $226K
|
924
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
920New |
$199K - $225K
|
920
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
906New |
$196K - $222K
|
906
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
870+ 28.92% |
$189K - $213K
|
3.88K
$926K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
825+ 0.28% |
$179K - $202K
|
297K
$71M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
802+ 4.07% |
$174K - $196K
|
20.5K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
753+ 35.89% |
$163K - $184K
|
2.85K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
748New |
$162K - $183K
|
748
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
744+ 23.17% |
$161K - $182K
|
3.96K
$944K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
660New |
$143K - $162K
|
660
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
641+ 8.94% |
$139K - $157K
|
7.82K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
640+ 20.63% |
$139K - $157K
|
3.74K
$893K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
548New |
$119K - $134K
|
548
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
536+ 7.62% |
$116K - $131K
|
7.57K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
503+ 5.54% |
$109K - $123K
|
9.58K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
457+ 2.27% |
$99K - $112K
|
20.6K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
391New |
$84.7K - $95.7K
|
391
$93.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 7.75% |
$69.6K - $78.6K
|
4.46K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
302+ 5.37% |
$65.4K - $73.9K
|
5.93K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
301+ 2.98% |
$65.2K - $73.7K
|
10.4K
$2.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280+ 0.67% |
$60.7K - $68.5K
|
42K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
249+ 5.09% |
$54K - $60.9K
|
5.14K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249+ 4.44% |
$54K - $60.9K
|
5.86K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
236+ 1.16% |
$51.1K - $57.8K
|
20.6K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
207New |
$44.9K - $50.7K
|
207
$49.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
204+ 3.05% |
$44.2K - $49.9K
|
6.89K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
194+ 1.33% |
$42K - $47.5K
|
14.7K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
168+ 1.53% |
$36.4K - $41.1K
|
11.2K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 2.06% |
$33.8K - $38.2K
|
7.73K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
144+ 3600.0% |
$31.2K - $35.2K
|
148
$35.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117+ 2.58% |
$25.4K - $28.6K
|
4.65K
$1.11M
|