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
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 71.43% |
$1.08K - $1.22K
|
12
$2.59K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 6.02% |
$1.08K - $1.22K
|
88
$19K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$650 - $734
|
9.91K
$2.14M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.24% |
$650 - $734
|
1.27K
$274K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$650 - $734
|
2.71K
$585K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$650 - $734
|
2.71K
$583K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$650 - $734
|
2.57K
$553K
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.14% |
$433 - $489
|
1.42K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.11% |
$433 - $489
|
1.83K
$395K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2New |
$433 - $489
|
2
$431
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$433 - $489
|
2.13K
$459K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.78% |
$433 - $489
|
74
$16K
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2+ 0.14% |
$433 - $489
|
1.44K
$310K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.7% |
$433 - $489
|
287
$61.9K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.12% |
$433 - $489
|
1.66K
$357K
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.13% |
$433 - $489
|
1.53K
$329K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.47% |
$217 - $245
|
212
$45.7K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.1% |
$217 - $245
|
997
$215K
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$217 - $245
|
1.03K
$221K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1+ 0.07% |
$217 - $245
|
1.44K
$310K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$217 - $245
|
3.35K
$722K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$217 - $245
|
876
$189K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.07% |
$217 - $245
|
1.41K
$305K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$217 - $245
|
1.63K
$352K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.06% |
$217 - $245
|
1.68K
$363K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.5K+ 3845.83% |
$7.89M - $9.16M
|
41.6K
$8.97M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
38.1K+ 9.59% |
$7.43M - $8.62M
|
436K
$94M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$3.43M - $3.98M
|
17.6K
$3.8M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.5KNew |
$3.41M - $3.96M
|
17.5K
$3.77M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15.4KNew |
$3M - $3.49M
|
15.4K
$3.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 32.44% |
$2.78M - $3.23M
|
58.3K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.8K+ 212.35% |
$2.5M - $2.9M
|
18.9K
$4.07M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.24KNew |
$1.6M - $1.86M
|
8.24K
$1.78M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.48KNew |
$1.46M - $1.69M
|
7.48K
$1.61M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.03K+ 1.89% |
$1.37M - $1.59M
|
379K
$81.7M
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.24KNew |
$825K - $958K
|
4.24K
$914K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.65K+ 10.52% |
$710K - $824K
|
38.3K
$8.25M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.88KNew |
$560K - $650K
|
2.88K
$620K
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.85KNew |
$554K - $643K
|
2.85K
$614K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 31.45% |
$404K - $468K
|
8.67K
$1.87M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.01KNew |
$392K - $455K
|
2.01K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.41KNew |
$274K - $319K
|
1.41K
$304K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$267K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.11K+ 38.78% |
$216K - $251K
|
3.97K
$856K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$239K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$946K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$180K - $209K
|
924
$199K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
642+ 1.28% |
$125K - $145K
|
50.7K
$10.9M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
590+ 23.93% |
$115K - $133K
|
3.06K
$659K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
523New |
$102K - $118K
|
523
$113K
|