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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-19- 1.31% |
$4.63K - $5.24K
|
1.43K
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.61K+ 7.03% |
$1.61M - $1.82M
|
101K
$27.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 1.41% |
$292K - $330K
|
84.1K
$23.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
610+ 5.28% |
$149K - $168K
|
12.2K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
753+ 84.61% |
$184K - $208K
|
1.64K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 27.03% |
$9.76K - $11K
|
188
$51.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.22KNew |
$297K - $336K
|
1.22K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
606New |
$148K - $167K
|
606
$167K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
660New |
$161K - $182K
|
660
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 2.63% |
$488 - $551
|
74
$20.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 7.48% |
$399K - $451K
|
23.5K
$6.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.19K- 59.83% |
$777K - $878K
|
2.14K
$591K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$3.42K - $3.86K
|
14
$3.86K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 0.15% |
$8.78K - $9.92K
|
23.4K
$6.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2- 0.21% |
$488 - $551
|
959
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.15KNew |
$281K - $318K
|
1.15K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.8K+ 6.88% |
$438K - $495K
|
27.9K
$7.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
388+ 29.92% |
$94.6K - $107K
|
1.69K
$465K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
543+ 3.62% |
$132K - $150K
|
15.5K
$4.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$244 - $276
|
879
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
314+ 1.58% |
$76.6K - $86.5K
|
20.2K
$5.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-559- 31.07% |
$136K - $154K
|
1.24K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
747New |
$182K - $206K
|
747
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
114+ 5.94% |
$27.8K - $31.4K
|
2.03K
$561K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-74- 7.92% |
$18.1K - $20.4K
|
860
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 2.49% |
$121K - $137K
|
19.4K
$5.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 21.02% |
$320K - $361K
|
7.55K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.05K+ 6.14% |
$500K - $564K
|
35.4K
$9.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1- 0.07% |
$244 - $276
|
1.44K
$397K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
31+ 1.37% |
$7.56K - $8.54K
|
2.3K
$635K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
257New |
$62.7K - $70.8K
|
257
$70.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
149+ 1.51% |
$36.3K - $41.1K
|
10K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.72K- 2.87% |
$419K - $473K
|
58.2K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-206- 0.94% |
$50.2K - $56.8K
|
21.7K
$6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.09% |
$488 - $551
|
2.2K
$608K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16K- 8.54% |
$3.91M - $4.42M
|
172K
$47.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 288.48% |
$2.12M - $2.39M
|
11.7K
$3.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
SELL
|
- |
-14.1K- 2.4% |
$3.43M - $3.88M
|
572K
$158M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
131+ 4.95% |
$32K - $36.1K
|
2.78K
$767K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
568+ 11.44% |
$139K - $157K
|
5.53K
$1.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
753New |
$184K - $208K
|
753
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-296- 26.59% |
$72.2K - $81.6K
|
817
$226K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-426- 48.57% |
$104K - $117K
|
451
$124K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.7K+ 4.28% |
$414K - $468K
|
41.3K
$11.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 3.02% |
$68.3K - $77.2K
|
9.55K
$2.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$1.22K - $1.38K
|
3.2K
$882K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-53K- 59.14% |
$12.9M - $14.6M
|
36.6K
$10.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
780New |
$190K - $215K
|
780
$215K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
167+ 0.37% |
$40.7K - $46K
|
45.2K
$12.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.4K- 51.51% |
$4.24M - $4.79M
|
16.4K
$4.52M
|
|