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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-40- 4.04% |
$8.41K - $9.73K
|
950
$262K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-162- 5.09% |
$34.1K - $39.4K
|
3.02K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-937- 33.73% |
$197K - $228K
|
1.84K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.07KNew |
$224K - $259K
|
1.07K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-406- 28.61% |
$85.3K - $98.8K
|
1.01K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-157- 62.3% |
$33K - $38.2K
|
95
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
188New |
$39.5K - $45.7K
|
188
$51.9K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$210 - $243
|
3.35K
$924K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
535New |
$112K - $130K
|
535
$148K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
416+ 51.68% |
$87.4K - $101K
|
1.22K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-23- 0.65% |
$4.83K - $5.6K
|
3.51K
$968K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-113- 10.2% |
$23.8K - $27.5K
|
995
$275K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
230+ 11500.0% |
$48.3K - $56K
|
232
$64K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-4.88K- 46.8% |
$1.03M - $1.19M
|
5.55K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
307New |
$64.5K - $74.7K
|
307
$84.7K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12.5K- 99.52% |
$2.63M - $3.05M
|
60
$16.6K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
92+ 0.18% |
$19.3K - $22.4K
|
51K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.3KNew |
$1.32M - $1.53M
|
6.3K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-580- 10.23% |
$122K - $141K
|
5.09K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-63- 15.87% |
$13.2K - $15.3K
|
334
$92.2K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
19.5KNew |
$4.09M - $4.74M
|
19.5K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$11.8K - $13.6K
|
56
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 25.45% |
$29.4K - $34.1K
|
410
$113K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-41- 1.17% |
$8.62K - $9.98K
|
3.45K
$953K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-191- 2.68% |
$40.1K - $46.5K
|
6.94K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-174- 0.7% |
$36.6K - $42.3K
|
24.9K
$6.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-170- 5.91% |
$35.7K - $41.4K
|
2.71K
$747K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$784K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$224K - $259K
|
1.06K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.19K- 32.74% |
$249K - $289K
|
2.44K
$672K
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-61.2K- 54.05% |
$12.9M - $14.9M
|
52K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-222- 50.8% |
$46.7K - $54K
|
215
$59.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$21K - $24.3K
|
100
$27.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
400+ 800.0% |
$84.1K - $97.3K
|
450
$124K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 15.8% |
$371K - $429K
|
12.9K
$3.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.36K- 11.39% |
$916K - $1.06M
|
33.9K
$9.36M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-46- 34.59% |
$9.67K - $11.2K
|
87
$24K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
134+ 3.59% |
$28.2K - $32.6K
|
3.87K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
294+ 381.82% |
$61.8K - $71.5K
|
371
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-9- 0.25% |
$1.89K - $2.19K
|
3.65K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5- 13.89% |
$1.05K - $1.22K
|
31
$8.56K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-160- 0.78% |
$33.6K - $38.9K
|
20.5K
$5.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$631 - $730
|
3
$828
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-499- 54.36% |
$105K - $121K
|
419
$116K
|
|
| Q4 2024 | |||||||
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
158New |
$34.2K - $38.7K
|
158
$43.6K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-276- 13.52% |
$59.8K - $67.5K
|
1.77K
$487K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.27KNew |
$274K - $310K
|
1.27K
$349K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.87KNew |
$623K - $703K
|
2.87K
$793K
|
|