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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
232+ 113.17% |
$50.3K - $56.8K
|
437
$94.2K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
211+ 14.72% |
$45.7K - $51.6K
|
1.64K
$354K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
207New |
$44.9K - $50.7K
|
207
$44.6K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
204+ 3.05% |
$44.2K - $49.9K
|
6.89K
$1.48M
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
194+ 1.33% |
$42K - $47.5K
|
14.7K
$3.18M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
188+ 1.17% |
$40.7K - $46K
|
16.2K
$3.5M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
186+ 17.3% |
$40.3K - $45.5K
|
1.26K
$272K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
181New |
$39.2K - $44.3K
|
181
$39K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
180+ 5.25% |
$39K - $44K
|
3.61K
$778K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
168+ 1.53% |
$36.4K - $41.1K
|
11.2K
$2.41M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
161+ 17.54% |
$34.9K - $39.4K
|
1.08K
$233K
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
159+ 8.76% |
$34.5K - $38.9K
|
1.98K
$426K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 2.06% |
$33.8K - $38.2K
|
7.73K
$1.67M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 22.9% |
$32.5K - $36.7K
|
805
$174K
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
147+ 2.12% |
$31.9K - $36K
|
7.1K
$1.53M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
144+ 3600.0% |
$31.2K - $35.2K
|
148
$31.9K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
140+ 3.98% |
$30.3K - $34.3K
|
3.66K
$789K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
135+ 0.44% |
$29.3K - $33K
|
30.8K
$6.64M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
127+ 282.22% |
$27.5K - $31.1K
|
172
$37.1K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
120+ 3.25% |
$26K - $29.4K
|
3.81K
$822K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117+ 2.58% |
$25.4K - $28.6K
|
4.65K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
114+ 4.75% |
$24.7K - $27.9K
|
2.51K
$542K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
114+ 4.77% |
$24.7K - $27.9K
|
2.51K
$540K
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
108+ 3.39% |
$23.4K - $26.4K
|
3.3K
$710K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
107+ 66.05% |
$23.2K - $26.2K
|
269
$58K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
99+ 3.1% |
$21.5K - $24.2K
|
3.29K
$709K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91+ 9.55% |
$19.7K - $22.3K
|
1.04K
$225K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
86+ 0.21% |
$18.6K - $21K
|
40.4K
$8.71M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
86+ 49.14% |
$18.6K - $21K
|
261
$56.3K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
83New |
$18K - $20.3K
|
83
$17.9K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$17.3K - $19.6K
|
80
$17.2K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
68New |
$14.7K - $16.6K
|
68
$14.7K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
65+ 4.72% |
$14.1K - $15.9K
|
1.44K
$311K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
56+ 1.78% |
$12.1K - $13.7K
|
3.2K
$689K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 1.43% |
$10.8K - $12.2K
|
3.54K
$762K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$10.6K - $12K
|
49
$10.6K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 25.14% |
$9.54K - $10.8K
|
219
$47.2K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 41.76% |
$8.24K - $9.3K
|
129
$27.8K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 9.9% |
$8.24K - $9.3K
|
422
$91K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
33New |
$7.15K - $8.08K
|
33
$7.12K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29+ 1.09% |
$6.28K - $7.1K
|
2.7K
$581K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27+ 2.86% |
$5.85K - $6.61K
|
971
$209K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26+ 0.06% |
$5.63K - $6.36K
|
42.1K
$9.07M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26New |
$5.63K - $6.36K
|
26
$5.61K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.22% |
$5.2K - $5.87K
|
11.1K
$2.4M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23+ 1.71% |
$4.98K - $5.63K
|
1.37K
$295K
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 1.52% |
$4.55K - $5.14K
|
1.4K
$302K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.82K - $3.18K
|
13
$2.8K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$1.73K - $1.96K
|
7.18K
$1.55M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.21% |
$1.52K - $1.71K
|
3.38K
$730K
|