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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.54K+ 3.26% |
$299K - $347K
|
48.7K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
1.53K+ 5.39% |
$297K - $345K
|
29.9K
$6.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.53KNew |
$297K - $345K
|
1.53K
$349K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.44K+ 2.4% |
$281K - $326K
|
61.6K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.41KNew |
$274K - $319K
|
1.41K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.4K+ 10.1% |
$273K - $317K
|
15.3K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 140.44% |
$262K - $304K
|
2.3K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.32K+ 10.63% |
$257K - $299K
|
13.7K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.21K+ 1080.36% |
$236K - $273K
|
1.32K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.18K+ 46.88% |
$230K - $266K
|
3.69K
$844K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.18K+ 100.0% |
$229K - $266K
|
2.35K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.11K+ 38.78% |
$216K - $251K
|
3.97K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.06KNew |
$205K - $238K
|
1.06K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.05K+ 0.93% |
$205K - $238K
|
114K
$26.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.02KNew |
$198K - $230K
|
1.02K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$197K - $229K
|
1.01K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 9.28% |
$196K - $228K
|
11.9K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
955New |
$186K - $216K
|
955
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
953New |
$186K - $215K
|
953
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
944New |
$184K - $213K
|
944
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
933New |
$182K - $211K
|
933
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$180K - $209K
|
924
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
918New |
$179K - $207K
|
918
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
906+ 3.53% |
$176K - $205K
|
26.6K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
892+ 10.73% |
$174K - $202K
|
9.21K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
875New |
$170K - $198K
|
875
$200K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
820+ 5.38% |
$160K - $185K
|
16.1K
$3.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
808+ 33.62% |
$157K - $183K
|
3.21K
$734K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
784+ 14.86% |
$153K - $177K
|
6.06K
$1.39M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
677+ 2.75% |
$132K - $153K
|
25.3K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
666+ 5.55% |
$130K - $150K
|
12.7K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
666+ 13.44% |
$130K - $150K
|
5.62K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
664New |
$129K - $150K
|
664
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
661+ 9.68% |
$129K - $149K
|
7.49K
$1.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
658+ 1.12% |
$128K - $149K
|
59.6K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
642+ 1.28% |
$125K - $145K
|
50.7K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
607+ 14.86% |
$118K - $137K
|
4.69K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
590+ 23.93% |
$115K - $133K
|
3.06K
$698K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
563+ 15.73% |
$110K - $127K
|
4.14K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
538+ 34.49% |
$105K - $122K
|
2.1K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
529+ 0.26% |
$103K - $120K
|
204K
$46.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
523New |
$102K - $118K
|
523
$120K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
520+ 2.66% |
$101K - $118K
|
20.1K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
464+ 5.17% |
$90.3K - $105K
|
9.43K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
461+ 2.39% |
$89.7K - $104K
|
19.7K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
435+ 10.62% |
$84.7K - $98.3K
|
4.53K
$1.04M
|