Latest Institutional Transactions on Ishares Tr Russell 200 Growth (IWY)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 200 Growth (IWY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
114+ 4.77% |
$24.7K - $27.9K
|
2.51K
$583K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280+ 0.67% |
$60.7K - $68.5K
|
42K
$9.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$1.13M - $1.28M
|
5.22K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-34- 0.93% |
$7.37K - $8.32K
|
3.62K
$843K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-3- 0.19% |
$650 - $734
|
1.59K
$370K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.1K+ 4.28% |
$888K - $1M
|
99.8K
$23.2M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
388+ 2.35% |
$75.5K - $87.7K
|
16.9K
$3.94M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
110+ 2.2% |
$21.4K - $24.9K
|
5.11K
$1.19M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 38.64% |
$2.41M - $2.8M
|
44.4K
$10.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-35.1K- 78.14% |
$6.83M - $7.93M
|
9.82K
$2.29M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.36K+ 82.19% |
$264K - $307K
|
3.01K
$700K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-317- 0.3% |
$61.7K - $71.6K
|
104K
$24.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.5K- 4.14% |
$3.6M - $4.18M
|
429K
$99.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.3KNew |
$3.18M - $3.69M
|
16.3K
$3.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
820+ 5.38% |
$160K - $185K
|
16.1K
$3.74M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
677+ 2.75% |
$132K - $153K
|
25.3K
$5.88M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.47K- 5.27% |
$481K - $558K
|
44.4K
$10.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
211New |
$41.1K - $47.7K
|
211
$49.1K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-338- 0.34% |
$65.8K - $76.4K
|
98.5K
$22.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.4K- 14.15% |
$18M - $20.9M
|
561K
$131M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 48.36% |
$37.4K - $43.4K
|
205
$47.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-295K- 93.41% |
$57.5M - $66.8M
|
20.8K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 25.26% |
$198K - $229K
|
3K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 7.5% |
$2.6M - $3.02M
|
165K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.3K+ 664.75% |
$7.46M - $8.66M
|
44.1K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.9K+ 18.22% |
$5.44M - $6.31M
|
181K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-297- 2.71% |
$57.8K - $67.1K
|
10.7K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-307- 9.58% |
$59.8K - $69.4K
|
2.9K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.32K+ 10.63% |
$257K - $299K
|
13.7K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$197K - $229K
|
1.01K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
200K+ 532.18% |
$39M - $45.2M
|
238K
$55.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.24KNew |
$825K - $958K
|
4.24K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.4K+ 10.73% |
$3.39M - $3.94M
|
180K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.06KNew |
$401K - $465K
|
2.06K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95K+ 4.84% |
$18.5M - $21.5M
|
2.06M
$479M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 2.09% |
$11.7K - $13.6K
|
2.81K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-127- 5.63% |
$24.7K - $28.7K
|
2.13K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 18.17% |
$1.97M - $2.29M
|
45.7K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
666+ 5.55% |
$130K - $150K
|
12.7K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.02KNew |
$978K - $1.14M
|
5.02K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$584 - $678
|
3.19K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 65.17% |
$398K - $462K
|
1.09K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$3.43M - $3.98M
|
17.6K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$950K - $1.1M
|
4.88K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-36- 0.26% |
$7.01K - $8.13K
|
13.7K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
28.9K+ 8.24% |
$5.62M - $6.52M
|
379K
$88.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$1.55M - $1.8M
|
7.97K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-212- 1.37% |
$41.3K - $47.9K
|
15.2K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.22K+ 158.76% |
$822K - $954K
|
6.88K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$180K - $209K
|
924
$215K
|
|