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 28, 2026
Q4 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
111+ 4.0% |
$29.8K - $32K
|
2.89K
$797K
|
|
|
Jan 28, 2026
Q4 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
65+ 6.78% |
$17.4K - $18.7K
|
1.02K
$283K
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-50K- 50.54% |
$13.4M - $14.4M
|
48.9K
$13.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
392+ 2.28% |
$105K - $113K
|
17.5K
$4.84M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-5.17K- 45.79% |
$1.39M - $1.49M
|
6.13K
$1.69M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
96+ 11.66% |
$25.8K - $27.7K
|
919
$254K
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-221- 5.82% |
$59.3K - $63.7K
|
3.57K
$987K
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-219- 64.99% |
$58.8K - $63.1K
|
118
$32.6K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4K- 15.46% |
$1.07M - $1.15M
|
21.9K
$6.04M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.07% |
$537 - $577
|
2.72K
$751K
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-68- 4.85% |
$18.3K - $19.6K
|
1.33K
$368K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
186+ 7.4% |
$49.9K - $53.6K
|
2.7K
$745K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-500- 2.3% |
$134K - $144K
|
21.2K
$5.86M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
235New |
$63.1K - $67.7K
|
235
$64.9K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.07K- 27.7% |
$1.36M - $1.46M
|
13.2K
$3.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-609- 4.4% |
$163K - $176K
|
13.2K
$3.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-36- 2.42% |
$9.66K - $10.4K
|
1.45K
$401K
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-650- 1.12% |
$174K - $187K
|
57.5K
$15.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-742- 29.43% |
$199K - $214K
|
1.78K
$491K
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
12KNew |
$3.22M - $3.46M
|
12K
$3.32M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-917- 2.13% |
$246K - $264K
|
42.1K
$11.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.2K- 2.76% |
$1.93M - $2.07M
|
253K
$69.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-541- 9.78% |
$145K - $156K
|
4.99K
$1.38M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
1+ 0.07% |
$268 - $288
|
1.44K
$399K
|
|
|
Jan 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
70.5KNew |
$18.9M - $20.3M
|
70.5K
$19.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.44K+ 2.27% |
$386K - $415K
|
65K
$17.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-320- 7.91% |
$85.9K - $92.2K
|
3.73K
$1.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15+ 1.33% |
$4.03K - $4.32K
|
1.15K
$316K
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
22.4K+ 73.17% |
$6.01M - $6.45M
|
52.9K
$14.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-9- 0.99% |
$2.42K - $2.59K
|
897
$248K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-118- 8.22% |
$31.7K - $34K
|
1.32K
$364K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
21.7K+ 216.26% |
$5.83M - $6.26M
|
31.7K
$8.76M
|
|
|
Jan 26, 2026
Q4 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
208+ 4.24% |
$55.8K - $60K
|
5.11K
$1.41M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
44+ 0.71% |
$11.8K - $12.7K
|
6.22K
$1.72M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 14.32% |
$290K - $312K
|
8.63K
$2.38M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
27.1KNew |
$7.27M - $7.81M
|
27.1K
$7.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-363- 1.15% |
$97.4K - $105K
|
31.2K
$8.61M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.4K+ 1.98% |
$3.32M - $3.56M
|
638K
$176M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
833+ 0.99% |
$224K - $240K
|
84.9K
$23.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.34K+ 8.39% |
$628K - $675K
|
30.3K
$8.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.05K- 2.53% |
$281K - $302K
|
40.3K
$11.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
106+ 0.81% |
$28.5K - $30.6K
|
13.1K
$3.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
53+ 3.15% |
$14.2K - $15.3K
|
1.74K
$480K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 57.14% |
$2.15K - $2.31K
|
6
$1.66K
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
10.7K+ 27.93% |
$2.87M - $3.08M
|
49K
$13.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.7K- 7.0% |
$5.02M - $5.39M
|
249K
$68.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
726+ 193.6% |
$195K - $209K
|
1.1K
$304K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
120New |
$32.2K - $34.6K
|
120
$33.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 9.32% |
$293K - $314K
|
12.8K
$3.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.72K- 1.65% |
$461K - $495K
|
103K
$28.3M
|
|