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 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
799New |
$195K - $220K
|
799
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
262+ 29.24% |
$63.9K - $72.2K
|
1.16K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.05K+ 18.57% |
$989K - $1.12M
|
25.9K
$7.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-13K- 84.23% |
$3.18M - $3.6M
|
2.44K
$674K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-180- 15.09% |
$43.9K - $49.6K
|
1.01K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.9K+ 1.17% |
$708K - $800K
|
252K
$69.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-43- 0.05% |
$10.5K - $11.9K
|
83.3K
$23M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23New |
$5.61K - $6.34K
|
23
$6.35K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.47KNew |
$602K - $680K
|
2.47K
$681K
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.34KNew |
$327K - $369K
|
1.34K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
90New |
$22K - $24.8K
|
90
$24.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$3.53M - $3.99M
|
14.5K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 7.84% |
$2.61M - $2.95M
|
147K
$40.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.85KNew |
$694K - $785K
|
2.85K
$786K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-305- 9.28% |
$74.4K - $84.1K
|
2.98K
$823K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
610+ 5.28% |
$149K - $168K
|
12.2K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 1.41% |
$292K - $330K
|
84.1K
$23.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.61K+ 7.03% |
$1.61M - $1.82M
|
101K
$27.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-19- 1.31% |
$4.63K - $5.24K
|
1.43K
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.27K+ 3.47% |
$310K - $350K
|
37.9K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
753+ 84.61% |
$184K - $208K
|
1.64K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
849+ 22.85% |
$207K - $234K
|
4.56K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
660New |
$161K - $182K
|
660
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 2.63% |
$488 - $551
|
74
$20.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
606New |
$148K - $167K
|
606
$167K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.22KNew |
$297K - $336K
|
1.22K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 27.03% |
$9.76K - $11K
|
188
$51.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.88KNew |
$1.68M - $1.9M
|
6.88K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 7.48% |
$399K - $451K
|
23.5K
$6.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
413+ 5.38% |
$101K - $114K
|
8.09K
$2.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.19K- 59.83% |
$777K - $878K
|
2.14K
$591K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$3.42K - $3.86K
|
14
$3.86K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 0.15% |
$8.78K - $9.92K
|
23.4K
$6.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2- 0.21% |
$488 - $551
|
959
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.04K- 60.19% |
$1.23M - $1.39M
|
3.34K
$921K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.15KNew |
$281K - $318K
|
1.15K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.8K+ 6.88% |
$438K - $495K
|
27.9K
$7.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.18K+ 3.79% |
$288K - $326K
|
32.4K
$8.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
388+ 29.92% |
$94.6K - $107K
|
1.69K
$465K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
543+ 3.62% |
$132K - $150K
|
15.5K
$4.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$244 - $276
|
879
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
747New |
$182K - $206K
|
747
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-559- 31.07% |
$136K - $154K
|
1.24K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
314+ 1.58% |
$76.6K - $86.5K
|
20.2K
$5.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.8K+ 6.68% |
$2.63M - $2.97M
|
172K
$47.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-74- 7.92% |
$18.1K - $20.4K
|
860
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 2.49% |
$121K - $137K
|
19.4K
$5.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 21.02% |
$320K - $361K
|
7.55K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.05K+ 6.14% |
$500K - $564K
|
35.4K
$9.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.08K+ 3.26% |
$751K - $849K
|
97.5K
$26.9M
|
|