Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.41M- 84.34% |
$468M - $544M
|
447K
$102M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-340K- 6.08% |
$66.1M - $76.7M
|
5.24M
$1.2B
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-295K- 93.41% |
$57.5M - $66.8M
|
20.8K
$4.76M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-252K- 4.8% |
$49.1M - $57M
|
5.01M
$1.14B
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-227K- 99.44% |
$44.2M - $51.3M
|
1.27K
$290K
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-201K- 59.98% |
$39.1M - $45.4M
|
134K
$30.6M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 36.48% |
$30.1M - $35M
|
270K
$61.6M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-123K- 92.28% |
$24M - $27.8M
|
10.3K
$2.35M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-96.9K- 36.23% |
$18.9M - $21.9M
|
170K
$38.9M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.4K- 14.15% |
$18M - $20.9M
|
561K
$128M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70.7K- 4.15% |
$13.8M - $16M
|
1.63M
$373M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-68.5K- 9.1% |
$13.3M - $15.5M
|
684K
$156M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-55.6K- 25.91% |
$10.8M - $12.6M
|
159K
$36.3M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.1K- 55.14% |
$7.41M - $8.6M
|
31K
$7.07M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-35.1K- 95.9% |
$6.83M - $7.93M
|
1.5K
$343K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-32.7K- 82.5% |
$6.37M - $7.4M
|
6.95K
$1.59M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32K- 12.09% |
$6.22M - $7.22M
|
232K
$53.1M
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-25.4K- 30.28% |
$4.95M - $5.75M
|
58.6K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.1K- 8.51% |
$4.3M - $4.99M
|
237K
$54.2M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-19.1K- 89.94% |
$3.71M - $4.31M
|
2.13K
$487K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.3K- 38.61% |
$3.17M - $3.68M
|
25.9K
$5.92M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.1K- 57.95% |
$2.95M - $3.42M
|
11K
$2.51M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-14.5K- 33.42% |
$2.83M - $3.29M
|
29K
$6.61M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 7.5% |
$2.6M - $3.02M
|
165K
$37.7M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.2K- 3.6% |
$2.38M - $2.77M
|
328K
$74.9M
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-11K- 36.16% |
$2.14M - $2.48M
|
19.4K
$4.42M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 18.17% |
$1.97M - $2.29M
|
45.7K
$10.4M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9.7K- 10.77% |
$1.89M - $2.19M
|
80.4K
$18.4M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.99K- 65.65% |
$1.56M - $1.81M
|
4.18K
$955K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.59K- 3.14% |
$1.48M - $1.72M
|
235K
$53.6M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.22K- 1.09% |
$1.41M - $1.63M
|
654K
$149M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.18K- 6.43% |
$1.4M - $1.62M
|
104K
$23.9M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.59K- 5.7% |
$1.28M - $1.49M
|
109K
$24.9M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.13K- 43.81% |
$1.19M - $1.39M
|
7.87K
$1.8M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-5.74K- 4.09% |
$1.12M - $1.3M
|
135K
$30.7M
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.29K- 9.52% |
$1.03M - $1.2M
|
50.3K
$11.5M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.24K- 11.51% |
$1.02M - $1.18M
|
40.3K
$9.2M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.1K- 81.53% |
$993K - $1.15M
|
1.16K
$264K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.73K- 10.89% |
$920K - $1.07M
|
38.7K
$8.84M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 1.73% |
$913K - $1.06M
|
266K
$60.8M
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.51K- 4.34% |
$877K - $1.02M
|
99.4K
$22.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.28K- 3.92% |
$832K - $966K
|
105K
$23.9M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.33K- 11.23% |
$648K - $752K
|
26.3K
$6.02M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.31K- 5.73% |
$645K - $748K
|
54.4K
$12.4M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.16K- 22.75% |
$615K - $713K
|
10.7K
$2.45M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.91K- 50.49% |
$567K - $658K
|
2.86K
$652K
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.89K- 23.73% |
$562K - $653K
|
9.28K
$2.12M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.47K- 5.27% |
$481K - $558K
|
44.4K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.46K- 41.35% |
$479K - $556K
|
3.49K
$798K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.26K- 18.6% |
$441K - $512K
|
9.91K
$2.26M
|