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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.32K+ 10.63% |
$257K - $299K
|
13.7K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.24KNew |
$241K - $280K
|
1.24K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.21K+ 1080.36% |
$236K - $273K
|
1.32K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.18K+ 46.88% |
$230K - $266K
|
3.69K
$895K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.18K+ 100.0% |
$229K - $266K
|
2.35K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.11K+ 38.78% |
$216K - $251K
|
3.97K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.06KNew |
$205K - $238K
|
1.06K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.05K+ 0.93% |
$205K - $238K
|
114K
$27.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.05K+ 31.54% |
$205K - $238K
|
4.39K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.02KNew |
$198K - $230K
|
1.02K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$197K - $229K
|
1.01K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 9.28% |
$196K - $228K
|
11.9K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
955New |
$186K - $216K
|
955
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
953New |
$186K - $215K
|
953
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
933New |
$182K - $211K
|
933
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
924New |
$180K - $209K
|
924
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
918New |
$179K - $207K
|
918
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
892+ 10.73% |
$174K - $202K
|
9.21K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
875New |
$170K - $198K
|
875
$212K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
820+ 5.38% |
$160K - $185K
|
16.1K
$3.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
784+ 14.86% |
$153K - $177K
|
6.06K
$1.47M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
677+ 2.75% |
$132K - $153K
|
25.3K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
666+ 5.55% |
$130K - $150K
|
12.7K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
664New |
$129K - $150K
|
664
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
661+ 9.68% |
$129K - $149K
|
7.49K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
658+ 1.12% |
$128K - $149K
|
59.6K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
642+ 1.28% |
$125K - $145K
|
50.7K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
590+ 23.93% |
$115K - $133K
|
3.06K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
529+ 0.26% |
$103K - $120K
|
204K
$49.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
523New |
$102K - $118K
|
523
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
464+ 5.17% |
$90.3K - $105K
|
9.43K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
461+ 2.39% |
$89.7K - $104K
|
19.7K
$4.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
423+ 15.57% |
$82.3K - $95.6K
|
3.14K
$761K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
410+ 30.42% |
$79.8K - $92.6K
|
1.76K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
399+ 0.59% |
$77.7K - $90.2K
|
68.5K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
397+ 0.66% |
$77.3K - $89.7K
|
60.2K
$14.6M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
388+ 2.35% |
$75.5K - $87.7K
|
16.9K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
370+ 8.89% |
$72K - $83.6K
|
4.53K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
355+ 2.11% |
$69.1K - $80.2K
|
17.2K
$4.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
352+ 5.75% |
$68.5K - $79.5K
|
6.48K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
336+ 8.04% |
$65.4K - $75.9K
|
4.51K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
331+ 4.55% |
$64.4K - $74.8K
|
7.61K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
320New |
$62.3K - $72.3K
|
320
$77.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
316+ 1.57% |
$61.5K - $71.4K
|
20.4K
$4.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
298+ 0.1% |
$58K - $67.3K
|
296K
$71.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
280+ 6.07% |
$54.5K - $63.3K
|
4.89K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
249+ 1.16% |
$48.5K - $56.3K
|
21.7K
$5.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
222+ 8.03% |
$43.2K - $50.2K
|
2.99K
$723K
|