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
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-2.14K
Closed
$302K - $375K
0 $0
May 09, 2022 Q1 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.71K
Closed
$241K - $300K
0 $0
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-235
Closed
$33.1K - $41.1K
0 $0
May 02, 2022 Q1 2022
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-890
Closed
$125K - $156K
0 $0
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-28.2K
Closed
$3.98M - $4.95M
0 $0
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-175
Closed
$24.7K - $30.6K
0 $0
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

SELL
 -
-9K
Closed
$1.27M - $1.58M
0 $0
Apr 26, 2022 Q1 2022
James Reed Financial Services, Inc.

Cleveland, OH
SELL
 -
-173
Closed
$24.4K - $30.3K
0 $0
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

SELL
 -
-2.26K
Closed
$318K - $395K
0 $0
Apr 18, 2022 Q1 2022
Clarity Financial LLC

SELL
 -
-10.8K
Closed
$1.53M - $1.9M
0 $0
Apr 14, 2022 Q1 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-1.85K
Closed
$260K - $323K
0 $0
Q4 2021
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-250
Closed
$37.7K - $43.9K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-168
Closed
$25.4K - $29.5K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-220
Closed
$33.2K - $38.6K
0 $0
Feb 11, 2022 Q4 2021
Cypress Capital Management LLC (Wy)

SELL
 -
-73
- 76.84%
$11K - $12.8K
22 $6.07K
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-57
Closed
$8.61K - $10K
0 $0
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

BUY
 -
6
New
$906 - $1.05K
6 $1.66K
Jan 19, 2022 Q4 2021
Welch & Forbes LLC

SELL
 -
-2.5K
Closed
$377K - $439K
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-10.1K
Closed
$1.52M - $1.77M
0 $0
Jan 13, 2022 Q4 2021
Clarus Wealth Advisors

SELL
 -
-2.51K
Closed
$379K - $441K
0 $0
Q3 2021
Nov 09, 2021 Q3 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-23.1K
Closed
$3.49M - $3.78M
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
249
New
$37.6K - $40.7K
249 $68.7K
Oct 15, 2021 Q3 2021
Insight Folios Inc

SELL
 -
-1.51K
Closed
$228K - $247K
0 $0
Q2 2021
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-13.8K
- 99.26%
$1.87M - $2.07M
103 $28.4K
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
BUY
 -
363
New
$49.4K - $54.7K
363 $100K
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-81
Closed
$11K - $12.2K
0 $0
Aug 13, 2021 Q2 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-1.73K
Closed
$235K - $260K
0 $0
Jul 13, 2021 Q2 2021
Hms Capital Management, LLC

SELL
 -
-2.24K
Closed
$305K - $338K
0 $0
Q1 2021
Sep 21, 2023 Q1 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-30
Closed
$3.82K - $4.18K
0 $0
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-151
Closed
$19.2K - $21.1K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-190
Closed
$24.2K - $26.5K
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-92
Closed
$11.7K - $12.8K
0 $0
May 13, 2021 Q1 2021
Mainstay Capital Management LLC

SELL
 -
-12.5K
Closed
$1.59M - $1.74M
0 $0
May 13, 2021 Q1 2021
Mc Carthy Asset Management, Inc.

SELL
 -
-2
Closed
$254 - $279
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-36
Closed
$4.58K - $5.02K
0 $0
May 05, 2021 Q1 2021
Diversified, LLC

SELL
 -
-362
Closed
$46.1K - $50.5K
0 $0
Apr 30, 2021 Q1 2021
Claraphi Advisory Network, LLC

SELL
 -
-3.56K
Closed
$453K - $496K
0 $0
Apr 29, 2021 Q1 2021
Sanctuary Wealth Management, L.L.C.

SELL
 -
-23.7K
Closed
$3.01M - $3.3M
0 $0
Apr 28, 2021 Q1 2021
Hunter Perkins Capital Management, LLC

SELL
 -
-2.84K
Closed
$362K - $397K
0 $0
Apr 28, 2021 Q1 2021
Ifs Advisors, LLC

SELL
 -
-1.07K
Closed
$136K - $149K
0 $0
Q4 2020
Feb 17, 2021 Q4 2020
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
18.7K
New
$2.18M - $2.49M
18.7K $5.17M
Feb 10, 2021 Q4 2020
Aveo Capital Partners, LLC

SELL
 -
-11.1K
Closed
$1.29M - $1.48M
0 $0
Feb 08, 2021 Q4 2020
Prudential PLC

London, England, X0
SELL
 -
-4.65K
Closed
$542K - $619K
0 $0
Feb 08, 2021 Q4 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-4.79K
Closed
$558K - $637K
0 $0
Feb 02, 2021 Q4 2020
Bedel Financial Consulting, Inc.

SELL
 -
-669
Closed
$78K - $89K
0 $0
Jan 29, 2021 Q4 2020
Eagle Ridge Investment Management

SELL
 -
-4.21K
Closed
$491K - $560K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-148
Closed
$17.3K - $19.7K
0 $0
Jan 26, 2021 Q4 2020
Private Capital Group, LLC

BUY
 -
180
New
$21K - $24K
180 $49.7K
Q3 2020
Nov 16, 2020 Q3 2020
Trilogy Capital Inc.

SELL
 -
-162K
Closed
$17.5M - $21.3M
0 $0

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