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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$383K - $432K
|
1.77K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.06K+ 6.76% |
$229K - $258K
|
16.7K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.9KNew |
$8.44M - $9.53M
|
38.9K
$9.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
874New |
$189K - $214K
|
874
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.89K- 18.91% |
$627K - $708K
|
12.4K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-322- 1.54% |
$69.8K - $78.8K
|
20.5K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
880New |
$191K - $215K
|
880
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 55.18% |
$24.4M - $27.5M
|
91.3K
$21.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.02KNew |
$438K - $494K
|
2.02K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.85KNew |
$834K - $942K
|
3.85K
$912K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.24% |
$650 - $734
|
1.27K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.1K+ 2.82% |
$9.99M - $11.3M
|
1.68M
$398M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.24KNew |
$486K - $548K
|
2.24K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7K- 7.04% |
$1.52M - $1.71M
|
92.4K
$21.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
121K+ 2.31% |
$26.2M - $29.6M
|
5.37M
$1.27B
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
650New |
$141K - $159K
|
650
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.94K+ 29.4% |
$2.15M - $2.43M
|
43.8K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.03K+ 5.42% |
$222K - $251K
|
20K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 6.02% |
$1.08K - $1.22K
|
88
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 258.65% |
$933K - $1.05M
|
5.97K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.2K+ 2.82% |
$910K - $1.03M
|
153K
$36.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 24.0% |
$1.3K - $1.47K
|
19
$4.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.89K+ 20.36% |
$410K - $463K
|
11.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
874+ 0.69% |
$189K - $214K
|
127K
$30M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20K+ 211.56% |
$4.32M - $4.88M
|
29.4K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
2.76K+ 4.23% |
$599K - $676K
|
68.1K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.4K+ 81.32% |
$303K - $342K
|
3.12K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-57.5K- 96.38% |
$12.5M - $14.1M
|
2.16K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
181New |
$39.2K - $44.3K
|
181
$42.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-806- 58.7% |
$175K - $197K
|
567
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 43.46% |
$25.4M - $28.7M
|
387K
$91.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-398- 9.64% |
$86.3K - $97.4K
|
3.73K
$885K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$108K - $122K
|
500
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.46K+ 1.5% |
$1.62M - $1.83M
|
504K
$119M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$217 - $245
|
3.35K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23+ 1.71% |
$4.98K - $5.63K
|
1.37K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1+ 0.07% |
$217 - $245
|
1.44K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
447+ 3.16% |
$96.9K - $109K
|
14.6K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
365+ 27.06% |
$79.1K - $89.3K
|
1.71K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 0.5% |
$256K - $289K
|
239K
$56.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
127+ 282.22% |
$27.5K - $31.1K
|
172
$40.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 1.52% |
$4.55K - $5.14K
|
1.4K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$1.73K - $1.96K
|
7.18K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-92- 5.23% |
$19.9K - $22.5K
|
1.67K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 8.14% |
$2.91M - $3.29M
|
179K
$42.3M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-19- 1.8% |
$4.12K - $4.65K
|
1.04K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-629- 11.44% |
$136K - $154K
|
4.87K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$22.7M - $25.6M
|
105K
$24.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
599+ 3152.63% |
$130K - $147K
|
618
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-250- 8.38% |
$54.2K - $61.2K
|
2.74K
$648K
|