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 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 0.98% |
$17.3K - $19.6K
|
7.34K
$2.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
46+ 0.01% |
$11.2K - $12.7K
|
583K
$161M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-226- 0.55% |
$55.1K - $62.3K
|
41.2K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
9+ 0.77% |
$2.2K - $2.48K
|
1.18K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.37K- 5.24% |
$578K - $653K
|
42.8K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.7K- 2.29% |
$415K - $469K
|
72.6K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 0.33% |
$512K - $579K
|
626K
$173M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3- 0.43% |
$732 - $827
|
688
$190K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-687- 5.47% |
$168K - $189K
|
11.9K
$3.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.6K+ 37.35% |
$878K - $992K
|
13.2K
$3.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.9K+ 10.2% |
$5.83M - $6.59M
|
258K
$71.4M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-241K- 4.99% |
$58.7M - $66.3M
|
4.58M
$1.26B
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.22KNew |
$1.27M - $1.44M
|
5.22K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$732 - $827
|
2.12K
$586K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.13% |
$1.46K - $1.65K
|
4.59K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-986- 11.03% |
$241K - $272K
|
7.95K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-232- 17.26% |
$56.6K - $63.9K
|
1.11K
$307K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.14KNew |
$1.74M - $1.97M
|
7.14K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.08K+ 28.69% |
$995K - $1.12M
|
18.3K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.16% |
$488 - $551
|
1.22K
$337K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-381- 2.68% |
$92.9K - $105K
|
13.8K
$3.82M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-29- 1.46% |
$7.07K - $7.99K
|
1.96K
$540K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.17K+ 8.18% |
$286K - $323K
|
15.5K
$4.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
20+ 1.27% |
$4.88K - $5.51K
|
1.59K
$440K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-733- 3.97% |
$179K - $202K
|
17.7K
$4.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-58.4K- 51.54% |
$14.2M - $16.1M
|
54.9K
$15.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-79- 18.99% |
$19.3K - $21.8K
|
337
$93K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-208- 1.98% |
$50.7K - $57.3K
|
10.3K
$2.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
462+ 8.09% |
$113K - $127K
|
6.17K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
11.6K+ 22.76% |
$2.82M - $3.19M
|
62.4K
$17.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
33.4K+ 179.96% |
$8.15M - $9.21M
|
52K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-234K- 4.66% |
$57.1M - $64.5M
|
4.79M
$1.32B
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
266+ 4.99% |
$64.9K - $73.3K
|
5.6K
$1.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
135+ 3.3% |
$32.9K - $37.2K
|
4.23K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.1KNew |
$268K - $303K
|
1.1K
$304K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.62K- 6.13% |
$638K - $721K
|
40.1K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-334- 3.29% |
$81.5K - $92.1K
|
9.81K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10New |
$2.44K - $2.76K
|
10
$2.76K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.91% |
$4.88K - $5.51K
|
2.18K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
581+ 3.51% |
$142K - $160K
|
17.2K
$4.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
669+ 24.69% |
$163K - $184K
|
3.38K
$933K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.45K- 1.68% |
$1.09M - $1.23M
|
260K
$71.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-193- 0.89% |
$47.1K - $53.2K
|
21.5K
$5.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.11% |
$488 - $551
|
1.78K
$490K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.34K- 18.54% |
$326K - $369K
|
5.88K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
266New |
$64.9K - $73.3K
|
266
$73.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.54K- 2.92% |
$374K - $423K
|
51K
$14.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
10KNew |
$2.45M - $2.76M
|
10K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
731+ 10.26% |
$178K - $201K
|
7.86K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
126New |
$30.7K - $34.7K
|
126
$34.8K
|
|