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 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-282- 0.92% |
$33.7K - $41.4K
|
30.3K
$7.34M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
616New |
$73.6K - $90.5K
|
616
$149K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-7.59K- 5.77% |
$907K - $1.12M
|
124K
$30.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.04K- 99.62% |
$124K - $153K
|
4
$969
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.15K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$11.9K - $14.7K
|
100
$24.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
16New |
$1.91K - $2.35K
|
16
$3.88K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 8.0% |
$240 - $324
|
27
$6.54K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.29KClosed |
$155K - $209K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-168- 6.35% |
$20.2K - $27.2K
|
2.48K
$601K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.51KClosed |
$181K - $244K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.02KClosed |
$483K - $651K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
390New |
$46.9K - $63.2K
|
390
$94.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21KNew |
$266K - $358K
|
2.21K
$536K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-81- 5.05% |
$9.73K - $13.1K
|
1.52K
$369K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-7.52KClosed |
$904K - $1.22M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-13.8KClosed |
$1.66M - $2.23M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.74KNew |
$209K - $281K
|
1.74K
$421K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-230KClosed |
$27.7M - $37.3M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-874Closed |
$105K - $142K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-50- 2.05% |
$6.01K - $8.1K
|
2.38K
$578K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 47.37% |
$2.16K - $2.92K
|
20
$4.85K
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-25.4KClosed |
$3.05M - $4.11M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
189+ 9.07% |
$22.7K - $30.6K
|
2.27K
$550K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-19- 1.12% |
$2.28K - $3.08K
|
1.69K
$408K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-168Closed |
$20.2K - $27.2K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-110Closed |
$13.2K - $17.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$14.1K - $17.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
675New |
$95.2K - $118K
|
675
$164K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-95Closed |
$13.4K - $16.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17KClosed |
$164K - $204K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 75.0% |
$4.23K - $5.25K
|
70
$17K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$302K - $375K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.71KClosed |
$241K - $300K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
$33.1K - $41.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-28.2KClosed |
$3.98M - $4.95M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-890Closed |
$125K - $156K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9KClosed |
$1.27M - $1.58M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$24.7K - $30.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-173Closed |
$24.4K - $30.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.26KClosed |
$318K - $395K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-877- 29.29% |
$124K - $154K
|
2.12K
$513K
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-10.8KClosed |
$1.53M - $1.9M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.85KClosed |
$260K - $323K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.43KNew |
$484K - $601K
|
3.43K
$831K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$37.7K - $43.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-168Closed |
$25.4K - $29.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220Closed |
$33.2K - $38.6K
|
0
$0
|
|