Latest Institutional Transactions on Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

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 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
24.1K
New
$2.83M - $3.16M
24.1K $6.65M
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

SELL
 -
-259
- 6.64%
$30.4K - $34K
3.64K $1M
Feb 06, 2023 Q4 2022
Glassman Wealth Services

BUY
 -
1.49K
New
$175K - $195K
1.49K $411K
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
5.61K
New
$660K - $737K
5.61K $1.55M
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

SELL
 -
-3.25K
- 58.82%
$382K - $427K
2.28K $628K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
93
New
$10.9K - $12.2K
93 $25.7K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
31
New
$3.64K - $4.07K
31 $8.56K
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
9.91K
New
$1.17M - $1.3M
9.91K $2.74M
Jan 11, 2023 Q4 2022
Gleason Group, Inc.

BUY
 -
1
+ 1.33%
$118 - $131
76 $21K
Q3 2022
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-2.09K
Closed
$250K - $308K
0 $0
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.2K
New
$143K - $176K
1.2K $331K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
326
New
$39K - $47.9K
326 $90K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
1.32K
+ 81.07%
$158K - $194K
2.95K $813K
Nov 14, 2022 Q3 2022
Mirador Capital Partners LP

BUY
 -
19
+ 0.67%
$2.27K - $2.79K
2.85K $788K
Nov 14, 2022 Q3 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
1
+ 0.01%
$119 - $147
7.88K $2.17M
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

SELL
 -
-36.6K
- 93.83%
$4.38M - $5.38M
2.41K $665K
Nov 10, 2022 Q3 2022
Legacy Wealth Planning, LLC

SELL
 -
-282
- 0.92%
$33.7K - $41.4K
30.3K $8.36M
Nov 10, 2022 Q3 2022
Seaview Investment Managers LLC

BUY
 -
23K
New
$2.74M - $3.37M
23K $6.34M
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
616
New
$73.6K - $90.5K
616 $170K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-7.59K
- 5.77%
$907K - $1.12M
124K $34.3M
Oct 18, 2022 Q3 2022
Dividend Assets Capital, LLC

SELL
 -
-1.04K
- 99.62%
$124K - $153K
4 $1.1K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

SELL
 -
-5
- 27.78%
$597 - $735
13 $3.59K
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
100
New
$11.9K - $14.7K
100 $27.6K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

BUY
 -
16
New
$1.91K - $2.35K
16 $4.42K
Q2 2022
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-1.29K
Closed
$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 $684K
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-4.02K
Closed
$483K - $651K
0 $0
Aug 12, 2022 Q2 2022
Main Street Research LLC

Sausalito, CA
SELL
 -
-1.51K
Closed
$181K - $244K
0 $0
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
2.21K
New
$266K - $358K
2.21K $610K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
390
New
$46.9K - $63.2K
390 $108K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

SELL
 -
-81
- 5.05%
$9.73K - $13.1K
1.52K $420K
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

SELL
 -
-7.52K
Closed
$904K - $1.22M
0 $0
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
1.74K
New
$209K - $281K
1.74K $479K
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

SELL
 -
-230K
Closed
$27.7M - $37.3M
0 $0
Aug 01, 2022 Q2 2022
Aspire Private Capital, LLC

SELL
 -
-874
Closed
$105K - $142K
0 $0
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-50
- 2.05%
$6.01K - $8.1K
2.38K $658K
Jul 20, 2022 Q2 2022
Byrne Asset Management LLC

SELL
 -
-18
- 47.37%
$2.16K - $2.92K
20 $5.52K
Jul 18, 2022 Q2 2022
Signify Wealth

SELL
 -
-25.4K
Closed
$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 $627K
Jul 13, 2022 Q2 2022
Murphy Capital Management Inc

SELL
 -
-19
- 1.12%
$2.28K - $3.08K
1.69K $465K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-168
Closed
$20.2K - $27.2K
0 $0
Jul 06, 2022 Q2 2022
Vigilant Capital Management, LLC

SELL
 -
-110
Closed
$13.2K - $17.8K
0 $0
Q1 2022
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.21K
Closed
$171K - $212K
0 $0
May 16, 2022 Q1 2022
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-1.21K
Closed
$171K - $212K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-100
Closed
$14.1K - $17.5K
0 $0
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
675
New
$95.2K - $118K
675 $186K
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-95
Closed
$13.4K - $16.6K
0 $0
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-1.17K
Closed
$164K - $204K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
30
+ 75.0%
$4.23K - $5.25K
70 $19.3K

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