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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-570K- 98.42% |
$124M - $139M
|
9.16K
$2.17M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 55.18% |
$24.4M - $27.5M
|
91.3K
$21.6M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-100K- 30.53% |
$21.7M - $24.5M
|
228K
$54M
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-83.1K- 98.29% |
$18M - $20.3M
|
1.45K
$342K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-57.5K- 96.38% |
$12.5M - $14.1M
|
2.16K
$511K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.1K- 2.94% |
$4.36M - $4.92M
|
664K
$157M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-15.3K- 30.44% |
$3.32M - $3.74M
|
35K
$8.28M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 5.59% |
$3.23M - $3.64M
|
251K
$59.5M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-10.1K- 7.49% |
$2.19M - $2.47M
|
125K
$29.5M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.55K- 4.21% |
$1.85M - $2.09M
|
195K
$46.1M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.83K- 73.06% |
$1.7M - $1.92M
|
2.89K
$684K
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7.81K- 60.16% |
$1.69M - $1.91M
|
5.17K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.3K- 2.61% |
$1.58M - $1.79M
|
272K
$64.5M
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7K- 7.04% |
$1.52M - $1.71M
|
92.4K
$21.9M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.96K- 4.93% |
$859K - $970K
|
76.5K
$18.1M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.44% |
$759K - $857K
|
50.9K
$12.1M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.89K- 18.91% |
$627K - $708K
|
12.4K
$2.94M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.7K- 4.37% |
$584K - $659K
|
58.9K
$14M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.6K- 1.09% |
$564K - $636K
|
236K
$55.9M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.6K- 5.08% |
$563K - $636K
|
48.5K
$11.5M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.09K- 21.2% |
$452K - $511K
|
7.76K
$1.84M
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.03K- 49.38% |
$440K - $497K
|
2.08K
$493K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.66K- 7.67% |
$359K - $406K
|
20K
$4.73M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.53K- 11.26% |
$332K - $375K
|
12.1K
$2.87M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 4.9% |
$330K - $373K
|
29.6K
$7.01M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.35K- 55.65% |
$293K - $330K
|
1.08K
$255K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 11.78% |
$280K - $317K
|
9.69K
$2.3M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 6.13% |
$277K - $313K
|
19.6K
$4.65M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.23% |
$262K - $296K
|
36.3K
$8.61M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.14K- 0.27% |
$247K - $279K
|
428K
$101M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 1.0% |
$235K - $265K
|
108K
$25.6M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1K- 9.31% |
$218K - $246K
|
9.78K
$2.32M
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-996- 2.95% |
$216K - $244K
|
32.7K
$7.76M
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-927- 0.81% |
$201K - $227K
|
113K
$26.8M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-815- 28.89% |
$177K - $199K
|
2.01K
$475K
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-812- 1.45% |
$176K - $199K
|
55.3K
$13.1M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-806- 58.7% |
$175K - $197K
|
567
$134K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-788- 2.32% |
$171K - $193K
|
33.2K
$7.86M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-726- 4.52% |
$157K - $178K
|
15.3K
$3.63M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-633- 24.46% |
$137K - $155K
|
1.96K
$463K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-629- 11.44% |
$136K - $154K
|
4.87K
$1.15M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-616- 3.77% |
$133K - $151K
|
15.7K
$3.73M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-603- 5.09% |
$131K - $148K
|
11.3K
$2.67M
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-475- 0.69% |
$103K - $116K
|
68K
$16.1M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-473- 7.67% |
$103K - $116K
|
5.69K
$1.35M
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-398- 9.64% |
$86.3K - $97.4K
|
3.73K
$885K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-367- 1.68% |
$79.5K - $89.8K
|
21.5K
$5.09M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-360- 0.6% |
$78K - $88.1K
|
59.9K
$14.2M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-360- 5.56% |
$78K - $88.1K
|
6.12K
$1.45M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-355- 1.81% |
$76.9K - $86.9K
|
19.2K
$4.56M
|