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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$302K - $375K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.85KClosed |
$260K - $323K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.71KClosed |
$241K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17KClosed |
$164K - $204K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-890Closed |
$125K - $156K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-877- 29.29% |
$124K - $154K
|
2.12K
$467K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
$33.1K - $41.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$24.7K - $30.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-173Closed |
$24.4K - $30.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$14.1K - $17.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-95Closed |
$13.4K - $16.6K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$1.52M - $1.77M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.51KClosed |
$379K - $441K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5KClosed |
$377K - $439K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$37.7K - $43.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220Closed |
$33.2K - $38.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-168Closed |
$25.4K - $29.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-73- 76.84% |
$11K - $12.8K
|
22
$4.85K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-57Closed |
$8.61K - $10K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-40- 1.25% |
$6.04K - $7.02K
|
3.16K
$697K
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-23.1KClosed |
$3.49M - $3.78M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-1.51KClosed |
$228K - $247K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13.8K- 99.26% |
$1.87M - $2.07M
|
103
$22.7K
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.81KClosed |
$383K - $424K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.24KClosed |
$305K - $338K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.73KClosed |
$235K - $260K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-823Closed |
$112K - $124K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-81Closed |
$11K - $12.2K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 29, 2021
Q1 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-23.7KClosed |
$3.01M - $3.3M
|
0
$0
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.5KClosed |
$2.23M - $2.44M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.5KClosed |
$1.59M - $1.74M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.56KClosed |
$453K - $496K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.84KClosed |
$362K - $397K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.07KClosed |
$136K - $149K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-362Closed |
$46.1K - $50.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-190Closed |
$24.2K - $26.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-151Closed |
$19.2K - $21.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-92Closed |
$11.7K - $12.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36Closed |
$4.58K - $5.02K
|
0
$0
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30Closed |
$3.82K - $4.18K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$254 - $279
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.1KClosed |
$1.29M - $1.48M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.79KClosed |
$558K - $637K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.65KClosed |
$542K - $619K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.21KClosed |
$491K - $560K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-669Closed |
$78K - $89K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-148Closed |
$17.3K - $19.7K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-162KClosed |
$17.5M - $21.3M
|
0
$0
|