Latest Institutional Purchases of Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
14
New
$1.91K - $2.22K
14 $3.2K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4
New
$545 - $634
4 $914
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
1
+ 0.05%
$136 - $159
2.18K $498K
Q1 2023
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
3.91K
+ 361.57%
$460K - $543K
4.99K $1.14M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.73K
New
$321K - $379K
2.73K $623K
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
1.5K
New
$177K - $209K
1.5K $344K
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
554
New
$65.2K - $77K
554 $127K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
30
New
$3.53K - $4.17K
30 $6.85K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
25
New
$2.94K - $3.47K
25 $5.71K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
17
+ 85.0%
$2K - $2.36K
37 $8.45K
Q4 2022
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
24.1K
New
$2.83M - $3.16M
24.1K $5.5M
Jan 30, 2023 Q4 2022
Americana Partners, LLC

Houston, TX
BUY
 -
10.2K
New
$1.2M - $1.34M
10.2K $2.33M
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
9.91K
New
$1.17M - $1.3M
9.91K $2.26M
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
5.61K
New
$660K - $737K
5.61K $1.28M
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
1.88K
New
$220K - $246K
1.88K $428K
Feb 06, 2023 Q4 2022
Glassman Wealth Services

BUY
 -
1.49K
New
$175K - $195K
1.49K $340K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
376
New
$44.2K - $49.4K
376 $85.9K
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
125
New
$14.7K - $16.4K
125 $28.6K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
93
New
$10.9K - $12.2K
93 $21.2K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
31
New
$3.64K - $4.07K
31 $7.08K
Jan 11, 2023 Q4 2022
Gleason Group, Inc.

BUY
 -
1
+ 1.33%
$118 - $131
76 $17.4K
Q3 2022
Nov 10, 2022 Q3 2022
Seaview Investment Managers LLC

BUY
 -
23K
New
$2.74M - $3.37M
23K $5.25M
Nov 14, 2022 Q3 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
1.69K
New
$202K - $249K
1.69K $387K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
1.32K
+ 81.07%
$158K - $194K
2.95K $673K
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.2K
New
$143K - $176K
1.2K $274K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
616
New
$73.6K - $90.5K
616 $141K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
326
New
$39K - $47.9K
326 $74.5K
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
100
New
$11.9K - $14.7K
100 $22.8K
Nov 14, 2022 Q3 2022
Mirador Capital Partners LP

BUY
 -
19
+ 0.67%
$2.27K - $2.79K
2.85K $652K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

BUY
 -
16
New
$1.91K - $2.35K
16 $3.65K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
13
New
$1.55K - $1.91K
13 $2.97K
Nov 14, 2022 Q3 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
1
+ 0.01%
$119 - $147
7.88K $1.8M
Q2 2022
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
2.21K
New
$266K - $358K
2.21K $505K
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
1.74K
New
$209K - $281K
1.74K $397K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
390
New
$46.9K - $63.2K
390 $89.1K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
189
+ 9.07%
$22.7K - $30.6K
2.27K $519K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2
+ 8.0%
$240 - $324
27 $6.17K
Q1 2022
Apr 12, 2022 Q1 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
3.43K
New
$484K - $601K
3.43K $783K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
675
New
$95.2K - $118K
675 $154K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
30
+ 75.0%
$4.23K - $5.25K
70 $16K
Q4 2021
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

BUY
 -
6
New
$906 - $1.05K
6 $1.37K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
249
New
$37.6K - $40.7K
249 $56.9K
Q2 2021
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
BUY
 -
363
New
$49.4K - $54.7K
363 $82.9K
Q1 2021
May 04, 2021 Q1 2021
Sterling Investment Advisors, Ltd.

BUY
 -
810
New
$103K - $113K
810 $185K
Q4 2020
Feb 17, 2021 Q4 2020
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
18.7K
New
$2.18M - $2.49M
18.7K $4.28M
Jan 26, 2021 Q4 2020
Private Capital Group, LLC

BUY
 -
180
New
$21K - $24K
180 $41.1K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
402
+ 45.42%
$32.4K - $43.3K
1.29K $294K
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
180
New
$14.5K - $19.4K
180 $41.1K
Q1 2020
Dec 20, 2023 Q1 2020
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
214
+ 74.83%
$15.7K - $22.7K
500 $114K

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