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
|
Independent Advisor Alliance
|
BUY
|
- |
53+ 0.58% |
$12.9K - $14.6K
|
9.15K
$2.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.3K+ 185.11% |
$12.8M - $14.4M
|
80.5K
$22.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
765New |
$187K - $211K
|
765
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-392- 12.09% |
$95.6K - $108K
|
2.85K
$787K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.5K+ 17.82% |
$4.27M - $4.83M
|
116K
$32M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-579- 5.21% |
$141K - $160K
|
10.5K
$2.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
5.07K+ 9.15% |
$1.24M - $1.4M
|
60.4K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
927K+ 231.3% |
$226M - $255M
|
1.33M
$366M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-786- 9.58% |
$192K - $217K
|
7.42K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34.6K+ 26.0% |
$8.44M - $9.53M
|
168K
$46.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.35K+ 21.15% |
$818K - $924K
|
19.2K
$5.3M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
276KNew |
$67.3M - $76M
|
276K
$76.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.03% |
$244 - $276
|
3.43K
$948K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 0.98% |
$17.3K - $19.6K
|
7.34K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
21.4K+ 7.77% |
$5.22M - $5.89M
|
297K
$81.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-97- 4.87% |
$23.7K - $26.7K
|
1.89K
$523K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
27K+ 5.7% |
$6.59M - $7.45M
|
501K
$138M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
37.2K+ 109.46% |
$9.07M - $10.2M
|
71.1K
$19.6M
|
|
|
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
|
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
|
Jsf Financial, LLC
|
SELL
|
- |
-1.7K- 2.29% |
$415K - $469K
|
72.6K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.9K+ 10.2% |
$5.83M - $6.59M
|
258K
$71.4M
|
|
|
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
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-687- 5.47% |
$168K - $189K
|
11.9K
$3.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3- 0.43% |
$732 - $827
|
688
$190K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 0.33% |
$512K - $579K
|
626K
$173M
|
|
|
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
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.13% |
$1.46K - $1.65K
|
4.59K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$732 - $827
|
2.12K
$586K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.22KNew |
$1.27M - $1.44M
|
5.22K
$1.44M
|
|
|
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
|
James Investment Research Inc
|
SELL
|
- |
-232- 17.26% |
$56.6K - $63.9K
|
1.11K
$307K
|
|
|
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
|
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
|
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 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.14KNew |
$1.74M - $1.97M
|
7.14K
$1.97M
|
|
|
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
|
|