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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.47K- 5.27% |
$481K - $558K
|
44.4K
$9.35M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$3.43M - $3.98M
|
17.6K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$180K - $209K
|
924
$194K
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.24KNew |
$825K - $958K
|
4.24K
$892K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.48KNew |
$1.46M - $1.69M
|
7.48K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.8K+ 212.35% |
$2.5M - $2.9M
|
18.9K
$3.98M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$1.95K - $2.26K
|
10
$2.1K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
320New |
$62.3K - $72.3K
|
320
$67.4K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 1.69% |
$195 - $226
|
60
$12.6K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
120+ 9.67% |
$23.4K - $27.1K
|
1.36K
$286K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
119+ 37.9% |
$23.2K - $26.9K
|
433
$91.1K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.01KNew |
$392K - $455K
|
2.01K
$424K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-111- 1.71% |
$21.6K - $25.1K
|
6.38K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48+ 17.84% |
$9.34K - $10.8K
|
317
$66.7K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.11K+ 38.78% |
$216K - $251K
|
3.97K
$836K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.24KNew |
$1.6M - $1.86M
|
8.24K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-58- 5.89% |
$11.3K - $13.1K
|
926
$195K
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.41KNew |
$274K - $319K
|
1.41K
$297K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$233K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.87K- 1.77% |
$365K - $423K
|
104K
$21.9M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71K- 59.16% |
$334K - $387K
|
1.18K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$973 - $1.13K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
200+ 6.58% |
$38.9K - $45.2K
|
3.24K
$682K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
355+ 2.11% |
$69.1K - $80.2K
|
17.2K
$3.61M
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
63+ 2.99% |
$12.3K - $14.2K
|
2.17K
$457K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-105- 7.06% |
$20.4K - $23.7K
|
1.38K
$291K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
17.5KNew |
$3.41M - $3.96M
|
17.5K
$3.69M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 60.0% |
$14.6K - $16.9K
|
50
$10.5K
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.85KNew |
$554K - $643K
|
2.85K
$599K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.13K- 9.53% |
$221K - $256K
|
10.8K
$2.27M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$261K
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
60+ 1.54% |
$11.7K - $13.6K
|
3.96K
$833K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
590+ 23.93% |
$115K - $133K
|
3.06K
$643K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 2.5% |
$3.89K - $4.52K
|
821
$173K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 31.45% |
$404K - $468K
|
8.67K
$1.82M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
38.1K+ 9.59% |
$7.43M - $8.62M
|
436K
$91.7M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.65K+ 10.52% |
$710K - $824K
|
38.3K
$8.06M
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.42% |
$779 - $904
|
950
$200K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.79K
$376K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
642+ 1.28% |
$125K - $145K
|
50.7K
$10.7M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-161- 6.69% |
$31.3K - $36.4K
|
2.25K
$473K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6- 0.85% |
$1.17K - $1.36K
|
696
$147K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$923K
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-201- 13.29% |
$39.1K - $45.4K
|
1.31K
$276K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.56K
$329K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.4% |
$195 - $226
|
247
$52K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 20.69% |
$2.34K - $2.71K
|
70
$14.7K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
523New |
$102K - $118K
|
523
$110K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.88KNew |
$560K - $650K
|
2.88K
$606K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-100- 7.2% |
$19.5K - $22.6K
|
1.29K
$271K
|