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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-256- 1.57% |
$49.8K - $57.8K
|
16.1K
$3.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 7.56% |
$745K - $864K
|
54.4K
$13.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-14.5K- 33.42% |
$2.83M - $3.29M
|
29K
$7.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-161- 6.69% |
$31.3K - $36.4K
|
2.25K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-550- 0.18% |
$107K - $124K
|
305K
$74M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-201- 13.29% |
$39.1K - $45.4K
|
1.31K
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-189- 6.13% |
$36.8K - $42.7K
|
2.9K
$701K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
2K+ 33.33% |
$389K - $452K
|
8K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 1.06% |
$2.73K - $3.16K
|
1.31K
$318K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.59KNew |
$504K - $585K
|
2.59K
$627K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 5.39% |
$4.54M - $5.27M
|
456K
$111M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.56K
$379K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
352+ 5.75% |
$68.5K - $79.5K
|
6.48K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-123K- 92.28% |
$24M - $27.8M
|
10.3K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 13.54% |
$204K - $236K
|
6.68K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 4.73% |
$13K - $15.1K
|
1.35K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.24K- 20.58% |
$436K - $507K
|
8.65K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 20.69% |
$2.34K - $2.71K
|
70
$17K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-739- 29.54% |
$144K - $167K
|
1.76K
$427K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-768- 0.82% |
$149K - $174K
|
93.1K
$22.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.5KNew |
$3.99M - $4.63M
|
20.5K
$4.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.4% |
$195 - $226
|
247
$59.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
523New |
$102K - $118K
|
523
$127K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
955New |
$186K - $216K
|
955
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.88KNew |
$560K - $650K
|
2.88K
$697K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-100- 7.2% |
$19.5K - $22.6K
|
1.29K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
65+ 1.29% |
$12.7K - $14.7K
|
5.09K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32K- 12.09% |
$6.22M - $7.22M
|
232K
$56.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
28.1K+ 59.95% |
$5.47M - $6.35M
|
75K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-90- 4.53% |
$17.5K - $20.3K
|
1.9K
$460K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-19.1K- 89.94% |
$3.71M - $4.31M
|
2.13K
$516K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-217- 4.72% |
$42.2K - $49K
|
4.38K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
461+ 2.39% |
$89.7K - $104K
|
19.7K
$4.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
15.4K+ 69.74% |
$3M - $3.49M
|
37.5K
$9.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.99K- 65.65% |
$1.56M - $1.81M
|
4.18K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4- 9.3% |
$779 - $904
|
39
$9.45K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.5K+ 3845.83% |
$7.89M - $9.16M
|
41.6K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
26+ 2.31% |
$5.06K - $5.88K
|
1.15K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
47New |
$9.15K - $10.6K
|
47
$11.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.73K- 10.89% |
$920K - $1.07M
|
38.7K
$9.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$195 - $226
|
526
$127K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.13K- 8.94% |
$414K - $481K
|
21.7K
$5.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.13K- 43.81% |
$1.19M - $1.39M
|
7.87K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 16.46% |
$211K - $245K
|
5.5K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-223- 9.26% |
$43.4K - $50.4K
|
2.18K
$529K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
875New |
$170K - $198K
|
875
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12+ 0.14% |
$2.34K - $2.71K
|
8.31K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70.7K- 4.15% |
$13.8M - $16M
|
1.63M
$396M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 32.44% |
$2.78M - $3.23M
|
58.3K
$14.1M
|