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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
186+ 4.76% |
$39.1K - $45.3K
|
4.09K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
171New |
$35.9K - $41.6K
|
171
$42K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
169+ 31.71% |
$35.5K - $41.1K
|
702
$172K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
152+ 0.87% |
$31.9K - $37K
|
17.7K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
150+ 3.43% |
$31.5K - $36.5K
|
4.52K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
134+ 3.59% |
$28.2K - $32.6K
|
3.87K
$949K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
128+ 6.38% |
$26.9K - $31.1K
|
2.13K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128+ 1.48% |
$26.9K - $31.1K
|
8.79K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
127+ 3.35% |
$26.7K - $30.9K
|
3.92K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
123+ 7.54% |
$25.9K - $29.9K
|
1.75K
$431K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
116+ 6.17% |
$24.4K - $28.2K
|
2K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
114+ 1.14% |
$24K - $27.7K
|
10.1K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$21K - $24.3K
|
100
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$21K - $24.3K
|
100
$24.6K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97+ 5.9% |
$20.4K - $23.6K
|
1.74K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
96+ 0.09% |
$20.2K - $23.4K
|
103K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
95+ 7.53% |
$20K - $23.1K
|
1.36K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94+ 2.05% |
$19.8K - $22.9K
|
4.67K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
92+ 0.18% |
$19.3K - $22.4K
|
51K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
91New |
$19.1K - $22.1K
|
91
$22.3K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
82+ 2.17% |
$17.2K - $20K
|
3.86K
$947K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$16.8K - $19.5K
|
80
$19.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
74+ 0.94% |
$15.6K - $18K
|
7.91K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 6.02% |
$13.7K - $15.8K
|
1.14K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
61+ 1.57% |
$12.8K - $14.8K
|
3.94K
$967K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$11.8K - $13.6K
|
56
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 1.41% |
$10.5K - $12.2K
|
3.59K
$880K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
49+ 1.34% |
$10.3K - $11.9K
|
3.71K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47+ 0.27% |
$9.88K - $11.4K
|
17.5K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
40+ 4.02% |
$8.41K - $9.73K
|
1.04K
$254K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$7.99K - $9.25K
|
38
$9.33K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31+ 3.94% |
$6.52K - $7.54K
|
817
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
30+ 0.76% |
$6.31K - $7.3K
|
3.99K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25New |
$5.25K - $6.08K
|
25
$6.14K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20+ 1.2% |
$4.2K - $4.87K
|
1.69K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.92% |
$3.78K - $4.38K
|
1.98K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 2.79% |
$3.57K - $4.14K
|
626
$154K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15+ 1.5% |
$3.15K - $3.65K
|
1.01K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14New |
$2.94K - $3.41K
|
14
$3.44K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 11.76% |
$2.1K - $2.43K
|
95
$23.3K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.14% |
$2.1K - $2.43K
|
7.03K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$1.68K - $1.95K
|
7.19K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 58.33% |
$1.47K - $1.7K
|
19
$4.66K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.14% |
$841 - $973
|
2.78K
$682K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.72K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3+ 0.21% |
$631 - $730
|
1.44K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.13% |
$631 - $730
|
2.24K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.71K
$665K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$631 - $730
|
3
$737
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.08% |
$420 - $487
|
2.5K
$614K
|