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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2K- 10.54% |
$341K - $394K
|
17K
$3.65M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.85K- 22.03% |
$315K - $364K
|
6.54K
$1.41M
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-926- 6.97% |
$158K - $182K
|
12.4K
$2.66M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-550- 50.0% |
$93.7K - $108K
|
550
$118K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-434- 15.1% |
$73.9K - $85.4K
|
2.44K
$525K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-322- 3.54% |
$54.9K - $63.4K
|
8.77K
$1.89M
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-300- 21.02% |
$51.1K - $59K
|
1.13K
$242K
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 5.66% |
$51.1K - $59K
|
5K
$1.08M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-273- 6.01% |
$46.5K - $53.7K
|
4.27K
$918K
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-237- 9.23% |
$40.4K - $46.6K
|
2.33K
$501K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-209- 49.88% |
$35.6K - $41.1K
|
210
$45.2K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-201- 16.13% |
$34.2K - $39.6K
|
1.05K
$225K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-154- 7.19% |
$26.2K - $30.3K
|
1.99K
$427K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-141- 5.07% |
$24K - $27.8K
|
2.64K
$567K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-112- 3.65% |
$19.1K - $22K
|
2.96K
$636K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76- 12.06% |
$12.9K - $15K
|
554
$119K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-75- 1.73% |
$12.8K - $14.8K
|
4.25K
$914K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-58- 10.6% |
$9.88K - $11.4K
|
489
$105K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-40- 1.85% |
$6.82K - $7.87K
|
2.12K
$457K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-28- 2.27% |
$4.77K - $5.51K
|
1.21K
$259K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 0.23% |
$4.26K - $4.92K
|
10.9K
$2.35M
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-20- 0.33% |
$3.41K - $3.94K
|
6.04K
$1.3M
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$170 - $197
|
3.69K
$794K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.36K- 0.94% |
$948K - $1.12M
|
674K
$145M
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.52K- 63.96% |
$524K - $619K
|
1.98K
$426K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-294- 79.25% |
$43.8K - $51.7K
|
77
$16.6K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-248- 58.63% |
$37K - $43.6K
|
175
$37.6K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-200- 83.33% |
$29.8K - $35.2K
|
40
$8.6K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-120- 8.82% |
$17.9K - $21.1K
|
1.24K
$267K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-30- 2.07% |
$4.47K - $5.28K
|
1.42K
$305K
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-21- 46.67% |
$3.13K - $3.69K
|
24
$5.16K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-17.6K- 20.63% |
$2.69M - $2.9M
|
67.8K
$14.6M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-633- 3.57% |
$96.7K - $104K
|
17.1K
$3.67M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-223- 27.03% |
$34K - $36.7K
|
602
$129K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-189- 5.87% |
$28.9K - $31.1K
|
3.03K
$652K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 10.64% |
$11.9K - $12.8K
|
655
$141K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-42- 5.55% |
$6.41K - $6.91K
|
715
$154K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-26- 1.63% |
$3.97K - $4.28K
|
1.57K
$338K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 1.42% |
$3.05K - $3.29K
|
1.38K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15Closed |
$2.29K - $2.47K
|
0
$0
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-157K- 2.57% |
$21.4M - $24.9M
|
5.94M
$1.28B
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-21.9K- 47.36% |
$2.99M - $3.48M
|
24.4K
$5.24M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 25.43% |
$246K - $286K
|
5.28K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-306- 43.1% |
$41.7K - $48.5K
|
404
$86.9K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 12.71% |
$27.2K - $31.7K
|
1.37K
$295K
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-142- 2.33% |
$19.3K - $22.5K
|
5.95K
$1.28M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.33% |
$1.09K - $1.27K
|
2.4K
$516K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 2.5% |
$681 - $793
|
195
$41.9K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-286- 10.9% |
$33.7K - $39.7K
|
2.34K
$503K
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 2.52% |
$1.88K - $2.22K
|
618
$133K
|