Latest Institutional Purchases of Ishares Tr Russell 200 Growth (IWY)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 200 Growth (IWY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
393K+ 23412.98% |
$85.2M - $96.3M
|
395K
$94.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
152K+ 1478.73% |
$33M - $37.3M
|
163K
$38.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
78.9KNew |
$17.1M - $19.3M
|
78.9K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
76.4K+ 2301.39% |
$16.6M - $18.7M
|
79.8K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64.8K+ 3675.72% |
$14M - $15.9M
|
66.6K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
63.6KNew |
$13.8M - $15.6M
|
63.6K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.6K+ 31.22% |
$10.7M - $12.1M
|
208K
$49.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
46KNew |
$9.98M - $11.3M
|
46K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
39.9K+ 803.57% |
$8.64M - $9.76M
|
44.8K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39.3K+ 0.79% |
$8.52M - $9.62M
|
5.05M
$1.2B
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$7.66M - $8.65M
|
35.3K
$8.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.1K+ 103.58% |
$6.95M - $7.85M
|
63K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
32K+ 165.29% |
$6.94M - $7.83M
|
51.4K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
25KNew |
$5.42M - $6.12M
|
25K
$5.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
24KNew |
$5.21M - $5.89M
|
24K
$5.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21K+ 986.06% |
$4.55M - $5.14M
|
23.1K
$5.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8KNew |
$4.08M - $4.61M
|
18.8K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$4.06M - $4.59M
|
18.7K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 16.0% |
$3.62M - $4.09M
|
121K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
15.4KNew |
$3.34M - $3.77M
|
15.4K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$3.28M - $3.7M
|
15.1K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
11.6K+ 145.0% |
$2.51M - $2.84M
|
19.6K
$4.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 11.16% |
$2.25M - $2.54M
|
103K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 61.19% |
$1.8M - $2.03M
|
21.9K
$5.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
8.03KNew |
$1.74M - $1.97M
|
8.03K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.83KNew |
$1.7M - $1.92M
|
7.83K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.65K+ 28.76% |
$1.66M - $1.87M
|
34.3K
$8.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.33K+ 524.41% |
$1.59M - $1.79M
|
8.72K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.22K+ 8.6% |
$1.56M - $1.77M
|
91.2K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.87K+ 25.57% |
$1.49M - $1.68M
|
33.7K
$8.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.71K+ 14.7% |
$1.45M - $1.64M
|
52.4K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 10.86% |
$1.28M - $1.45M
|
60.4K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.67KNew |
$1.23M - $1.39M
|
5.67K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 41.7% |
$1.21M - $1.36M
|
18.9K
$4.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$1.13M - $1.28M
|
5.22K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5.2K+ 31.01% |
$1.13M - $1.27M
|
22K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.17K+ 447.32% |
$1.12M - $1.27M
|
6.33K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.11KNew |
$1.11M - $1.25M
|
5.11K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
4.61KNew |
$999K - $1.13M
|
4.61K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4.6KNew |
$997K - $1.13M
|
4.6K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 6.37% |
$975K - $1.1M
|
75.2K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.3K+ 3.59% |
$932K - $1.05M
|
124K
$29.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.1K+ 4.28% |
$888K - $1M
|
99.8K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
3.78K+ 12.65% |
$819K - $924K
|
33.6K
$8.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.55K+ 2.39% |
$770K - $869K
|
152K
$36.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.18KNew |
$689K - $777K
|
3.18K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.61K+ 5.35% |
$565K - $638K
|
51.4K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.5KNew |
$541K - $611K
|
2.5K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.18K+ 4.67% |
$473K - $534K
|
48.9K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.18KNew |
$473K - $534K
|
2.18K
$520K
|