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 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
948New |
$231K - $261K
|
948
$262K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4- 0.11% |
$976 - $1.1K
|
3.8K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
179New |
$43.7K - $49.3K
|
179
$49.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
172+ 2.02% |
$42K - $47.4K
|
8.7K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
810New |
$198K - $223K
|
810
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.28KNew |
$1.29M - $1.46M
|
5.28K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
92New |
$22.4K - $25.4K
|
92
$25.4K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.07% |
$488 - $551
|
2.72K
$751K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.68K+ 7.88% |
$411K - $464K
|
23.1K
$6.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-993- 3.12% |
$242K - $274K
|
30.9K
$8.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-600- 46.15% |
$146K - $165K
|
700
$193K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.12% |
$488 - $551
|
1.66K
$458K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
865+ 15.59% |
$211K - $238K
|
6.41K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 11.14% |
$30.5K - $34.5K
|
1.25K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
371+ 0.59% |
$90.5K - $102K
|
63.5K
$17.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
367+ 25.83% |
$89.5K - $101K
|
1.79K
$494K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
716New |
$175K - $197K
|
716
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-202- 1.39% |
$49.3K - $55.7K
|
14.3K
$3.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
5.9K+ 41.79% |
$1.44M - $1.63M
|
20K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
9+ 0.36% |
$2.2K - $2.48K
|
2.54K
$701K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.28K+ 18.33% |
$313K - $354K
|
8.28K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.34K+ 4.39% |
$816K - $922K
|
79.5K
$22M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
75New |
$18.3K - $20.7K
|
75
$20.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-18.4K- 77.34% |
$4.49M - $5.07M
|
5.4K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5.37K+ 16.89% |
$1.31M - $1.48M
|
37.2K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-386- 2.5% |
$94.2K - $106K
|
15.1K
$4.16M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
32New |
$7.81K - $8.82K
|
32
$8.83K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.6K+ 120.03% |
$1.61M - $1.82M
|
12.1K
$3.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
100+ 8.06% |
$24.4K - $27.6K
|
1.34K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
270+ 3.55% |
$65.9K - $74.4K
|
7.87K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
30KNew |
$7.32M - $8.27M
|
30K
$8.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.35K+ 274.75% |
$818K - $924K
|
4.57K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
32.6K+ 571.05% |
$7.94M - $8.98M
|
38.3K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
823New |
$201K - $227K
|
823
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
114New |
$27.8K - $31.4K
|
114
$31.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
544+ 0.52% |
$133K - $150K
|
104K
$28.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 26.43% |
$361K - $408K
|
7.08K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.44KNew |
$351K - $397K
|
1.44K
$397K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
753New |
$184K - $208K
|
753
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-4.16K- 12.51% |
$1.01M - $1.15M
|
29.1K
$8.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
774New |
$189K - $213K
|
774
$214K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.4KNew |
$1.56M - $1.76M
|
6.4K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 0.11% |
$258K - $292K
|
939K
$259M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
881+ 2.09% |
$215K - $243K
|
43.1K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-654- 2.79% |
$160K - $180K
|
22.8K
$6.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
6.89KNew |
$1.68M - $1.9M
|
6.89K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39- 3.74% |
$9.51K - $10.7K
|
1.01K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-331- 2.48% |
$80.7K - $91.2K
|
13K
$3.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5+ 0.11% |
$1.22K - $1.38K
|
4.68K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
315+ 1.19% |
$76.8K - $86.8K
|
26.9K
$7.42M
|
|