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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.85KNew |
$347K - $457K
|
1.85K
$511K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-390- 99.74% |
$73.1K - $96.1K
|
1
$276
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
34+ 1.72% |
$6.38K - $8.38K
|
2.01K
$555K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28- 26.67% |
$5.25K - $6.9K
|
77
$21.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-306- 14.04% |
$57.4K - $75.4K
|
1.87K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
972New |
$182K - $240K
|
972
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
647+ 66.7% |
$121K - $159K
|
1.62K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$3.63M - $4.77M
|
19.3K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.4K+ 654.74% |
$2.14M - $2.81M
|
13.1K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.7% |
$4.69K - $6.16K
|
3.61K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-825- 56.47% |
$155K - $203K
|
636
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.1KNew |
$206K - $271K
|
1.1K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 18.02% |
$308K - $405K
|
10.8K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.75KNew |
$704K - $925K
|
3.75K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.1% |
$188 - $247
|
1.01K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.5K+ 142.17% |
$13.2M - $17.4M
|
120K
$33.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
820+ 15.47% |
$154K - $202K
|
6.12K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
860New |
$161K - $212K
|
860
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-30- 1.55% |
$5.63K - $7.4K
|
1.9K
$524K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-296- 16.4% |
$55.5K - $73K
|
1.51K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-806- 43.1% |
$151K - $199K
|
1.06K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
848New |
$159K - $209K
|
848
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
143New |
$26.8K - $35.3K
|
143
$39.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
344New |
$64.5K - $84.8K
|
344
$95K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.16K- 39.3% |
$218K - $286K
|
1.8K
$496K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.05K+ 27.01% |
$197K - $259K
|
4.94K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
912New |
$171K - $225K
|
912
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$188 - $247
|
528
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
954New |
$179K - $235K
|
954
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
63New |
$11.8K - $15.5K
|
63
$17.4K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
904New |
$170K - $223K
|
904
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.71K- 2.04% |
$883K - $1.16M
|
226K
$62.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-30- 2.28% |
$5.63K - $7.4K
|
1.29K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-2.82K- 15.07% |
$530K - $696K
|
15.9K
$4.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.07K- 9.75% |
$387K - $509K
|
19.1K
$5.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
150KNew |
$28.1M - $37M
|
150K
$41.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.27K+ 224.25% |
$989K - $1.3M
|
7.62K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$18.8K - $24.7K
|
100
$27.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4New |
$750 - $986
|
4
$1.1K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-302- 37.7% |
$56.6K - $74.4K
|
499
$138K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.71KNew |
$508K - $668K
|
2.71K
$748K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-60- 26.55% |
$11.3K - $14.8K
|
166
$45.8K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.14KNew |
$213K - $281K
|
1.14K
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-59- 9.42% |
$11.1K - $14.5K
|
567
$157K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
137+ 11.06% |
$25.7K - $33.8K
|
1.38K
$380K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
880New |
$165K - $217K
|
880
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4- 0.23% |
$750 - $986
|
1.75K
$483K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-215- 98.17% |
$40.3K - $53K
|
4
$1.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$173K - $228K
|
924
$255K
|
|