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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
414+ 38.33% |
$77.6K - $102K
|
1.49K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$173K - $228K
|
924
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
826New |
$155K - $204K
|
826
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
24.9KNew |
$4.67M - $6.13M
|
24.9K
$6.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.05KNew |
$197K - $260K
|
1.05K
$291K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 69.22% |
$3.1M - $4.08M
|
7.36K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.53KNew |
$286K - $376K
|
1.53K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 10.61% |
$369K - $485K
|
20.5K
$5.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-73- 3.48% |
$13.7K - $18K
|
2.02K
$558K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
633+ 115.51% |
$119K - $156K
|
1.18K
$326K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$2.06K - $2.71K
|
11
$3.04K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
522+ 15.12% |
$97.9K - $129K
|
3.97K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.03KNew |
$1.32M - $1.73M
|
7.03K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.01K+ 2.97% |
$563K - $741K
|
104K
$28.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 1.0% |
$188 - $247
|
101
$27.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
54+ 3.02% |
$10.1K - $13.3K
|
1.84K
$508K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 10.81% |
$25.3K - $33.3K
|
1.11K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
926New |
$174K - $228K
|
926
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.53K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
24.9KNew |
$4.67M - $6.14M
|
24.9K
$6.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4KNew |
$263K - $346K
|
1.4K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.13KNew |
$212K - $279K
|
1.13K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-13- 68.42% |
$2.44K - $3.2K
|
6
$1.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
200+ 1.72% |
$37.5K - $49.3K
|
11.8K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.39K- 86.27% |
$1.57M - $2.07M
|
1.34K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-65- 1.88% |
$12.2K - $16K
|
3.39K
$937K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-37- 3.57% |
$6.94K - $9.12K
|
999
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
21.4KNew |
$4.01M - $5.27M
|
21.4K
$5.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.4K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
186+ 15.07% |
$34.9K - $45.9K
|
1.42K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
837New |
$157K - $206K
|
837
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
559+ 46.47% |
$105K - $138K
|
1.76K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
814+ 19.42% |
$153K - $201K
|
5.01K
$1.38M
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$16.8K - $19.5K
|
80
$22.1K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
8.41K+ 14.21% |
$1.77M - $2.05M
|
67.6K
$18.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$7.99K - $9.25K
|
38
$10.5K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-24.8K- 78.13% |
$5.22M - $6.05M
|
6.96K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
91New |
$19.1K - $22.1K
|
91
$25.1K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
985New |
$207K - $240K
|
985
$272K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-902- 23.04% |
$190K - $219K
|
3.01K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-319K- 93.78% |
$67M - $77.6M
|
21.1K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
195+ 16.96% |
$41K - $47.4K
|
1.35K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 75.38% |
$2.45M - $2.83M
|
3.8K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
95+ 7.53% |
$20K - $23.1K
|
1.36K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$294K - $341K
|
1.4K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.95KNew |
$1.88M - $2.18M
|
8.95K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
171New |
$35.9K - $41.6K
|
171
$47.2K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$210 - $243
|
626
$173K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 5.27% |
$16.8K - $19.5K
|
1.44K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-937- 33.73% |
$197K - $228K
|
1.84K
$508K
|
|