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 |
---|---|---|---|---|---|---|---|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
4.99K+ 78.1% |
$743K - $877K
|
11.4K
$2.71M
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.41KNew |
$359K - $424K
|
2.41K
$575K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.55K+ 76.12% |
$231K - $273K
|
3.59K
$856K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$209K - $246K
|
1.4K
$334K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.34KNew |
$200K - $236K
|
1.34K
$320K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
929New |
$138K - $163K
|
929
$221K
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
203+ 3.48% |
$30.2K - $35.7K
|
6.03K
$1.44M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$29.8K - $35.2K
|
200
$47.7K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
131+ 187.14% |
$19.5K - $23K
|
201
$47.9K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
94+ 9400.0% |
$14K - $16.5K
|
95
$22.6K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36New |
$5.36K - $6.33K
|
36
$8.58K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
42.3KNew |
$6.46M - $6.96M
|
42.3K
$10.1M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
2.22KNew |
$339K - $365K
|
2.22K
$529K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.19KNew |
$335K - $360K
|
2.19K
$522K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.07KNew |
$316K - $340K
|
2.07K
$493K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$264K - $285K
|
1.73K
$413K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.66K+ 18.76% |
$253K - $272K
|
10.5K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.28KNew |
$196K - $211K
|
1.28K
$305K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
774New |
$118K - $127K
|
774
$184K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
379New |
$57.9K - $62.3K
|
379
$90.3K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$45.8K - $49.3K
|
300
$71.5K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
115New |
$17.6K - $18.9K
|
115
$27.4K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83New |
$12.7K - $13.6K
|
83
$19.8K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
17New |
$2.6K - $2.8K
|
17
$4.05K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$458 - $493
|
3
$715
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144KNew |
$19.6M - $22.8M
|
144K
$34.3M
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.55KNew |
$620K - $721K
|
4.55K
$1.08M
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.32KNew |
$180K - $210K
|
1.32K
$315K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$137K - $160K
|
1.01K
$240K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
254+ 1.76% |
$34.6K - $40.3K
|
14.7K
$3.5M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
238New |
$32.4K - $37.7K
|
238
$56.7K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
126New |
$17.2K - $20K
|
126
$30K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
114New |
$15.5K - $18.1K
|
114
$27.2K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$13.6K - $15.9K
|
100
$23.8K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
34New |
$4.63K - $5.39K
|
34
$8.1K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.91K - $2.22K
|
14
$3.34K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$545 - $634
|
4
$953
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $159
|
2.18K
$520K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.91K+ 361.57% |
$460K - $543K
|
4.99K
$1.19M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73KNew |
$321K - $379K
|
2.73K
$650K
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.5KNew |
$177K - $209K
|
1.5K
$358K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
554New |
$65.2K - $77K
|
554
$132K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$3.53K - $4.17K
|
30
$7.15K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$2.94K - $3.47K
|
25
$5.96K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17+ 85.0% |
$2K - $2.36K
|
37
$8.82K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1KNew |
$2.83M - $3.16M
|
24.1K
$5.74M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.91KNew |
$1.17M - $1.3M
|
9.91K
$2.36M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.61KNew |
$660K - $737K
|
5.61K
$1.34M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.88KNew |
$220K - $246K
|
1.88K
$447K
|