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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
467+ 45.87% |
$101K - $114K
|
1.49K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.23KNew |
$483K - $545K
|
2.23K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$17.3K - $19.6K
|
80
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.56KNew |
$771K - $870K
|
3.56K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
904New |
$196K - $221K
|
904
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-321- 4.03% |
$69.6K - $78.6K
|
7.65K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.01KNew |
$220K - $248K
|
1.01K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 60.0% |
$650 - $734
|
2
$552
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-393K- 99.57% |
$85.2M - $96.3M
|
1.68K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$383K - $432K
|
1.77K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
83New |
$18K - $20.3K
|
83
$22.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-140- 6.59% |
$30.3K - $34.3K
|
1.99K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.24% |
$650 - $734
|
1.27K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.85KNew |
$834K - $942K
|
3.85K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 24.0% |
$1.3K - $1.47K
|
19
$5.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$22.7M - $25.6M
|
105K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
181New |
$39.2K - $44.3K
|
181
$50K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
500New |
$108K - $122K
|
500
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26New |
$5.63K - $6.36K
|
26
$7.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.78% |
$433 - $489
|
74
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
180+ 5.25% |
$39K - $44K
|
3.61K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
598+ 7.26% |
$130K - $146K
|
8.84K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.5KNew |
$758K - $856K
|
3.5K
$966K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-300- 41.96% |
$65K - $73.4K
|
415
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
188+ 1.17% |
$40.7K - $46K
|
16.2K
$4.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 7.22% |
$29.3K - $33K
|
1.73K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-26- 1.54% |
$5.63K - $6.36K
|
1.66K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
238New |
$51.6K - $58.2K
|
238
$65.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
33New |
$7.15K - $8.08K
|
33
$9.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-616- 3.77% |
$133K - $151K
|
15.7K
$4.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
15.4KNew |
$3.34M - $3.77M
|
15.4K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
979New |
$212K - $240K
|
979
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.33KNew |
$288K - $325K
|
1.33K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.23% |
$262K - $296K
|
36.3K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.21% |
$1.52K - $1.71K
|
3.38K
$934K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
920New |
$199K - $225K
|
920
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-36- 73.47% |
$7.8K - $8.81K
|
13
$3.59K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
207New |
$44.9K - $50.7K
|
207
$57.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.82K - $3.18K
|
13
$3.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-83.1K- 98.29% |
$18M - $20.3M
|
1.45K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$7.66M - $8.65M
|
35.3K
$9.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$236K - $267K
|
1.09K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.7% |
$433 - $489
|
287
$79.2K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.17K+ 447.32% |
$1.12M - $1.27M
|
6.33K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.35K- 55.65% |
$293K - $330K
|
1.08K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
8.03KNew |
$1.74M - $1.97M
|
8.03K
$2.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$1.13M - $1.28M
|
5.22K
$1.44M
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
110+ 2.2% |
$21.4K - $24.9K
|
5.11K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.8K+ 212.35% |
$2.5M - $2.9M
|
18.9K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$1.95K - $2.26K
|
10
$2.76K
|
|