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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
137+ 11.06% |
$25.7K - $33.8K
|
1.38K
$380K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$18.8K - $24.7K
|
100
$27.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
63New |
$11.8K - $15.5K
|
63
$17.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
54+ 3.02% |
$10.1K - $13.3K
|
1.84K
$508K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
34+ 1.72% |
$6.38K - $8.38K
|
2.01K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.7% |
$4.69K - $6.16K
|
3.61K
$997K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$2.06K - $2.71K
|
11
$3.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4New |
$750 - $986
|
4
$1.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.1% |
$188 - $247
|
1.01K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$188 - $247
|
528
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 1.0% |
$188 - $247
|
101
$27.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.53K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.4K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
19.5KNew |
$4.09M - $4.74M
|
19.5K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.95KNew |
$1.88M - $2.18M
|
8.95K
$2.47M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
8.41K+ 14.21% |
$1.77M - $2.05M
|
67.6K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.3KNew |
$1.32M - $1.53M
|
6.3K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 15.8% |
$371K - $429K
|
12.9K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$294K - $341K
|
1.4K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.07KNew |
$224K - $259K
|
1.07K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$224K - $259K
|
1.06K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
985New |
$207K - $240K
|
985
$272K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
535New |
$112K - $130K
|
535
$148K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
416+ 51.68% |
$87.4K - $101K
|
1.22K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
400+ 800.0% |
$84.1K - $97.3K
|
450
$124K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
307New |
$64.5K - $74.7K
|
307
$84.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
294+ 381.82% |
$61.8K - $71.5K
|
371
$102K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
230+ 11500.0% |
$48.3K - $56K
|
232
$64K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
195+ 16.96% |
$41K - $47.4K
|
1.35K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
188New |
$39.5K - $45.7K
|
188
$51.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
171New |
$35.9K - $41.6K
|
171
$47.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
134+ 3.59% |
$28.2K - $32.6K
|
3.87K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$21K - $24.3K
|
100
$27.6K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
95+ 7.53% |
$20K - $23.1K
|
1.36K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
92+ 0.18% |
$19.3K - $22.4K
|
51K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
91New |
$19.1K - $22.1K
|
91
$25.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$16.8K - $19.5K
|
80
$22.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$11.8K - $13.6K
|
56
$15.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$7.99K - $9.25K
|
38
$10.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$631 - $730
|
3
$828
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$210 - $243
|
626
$173K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$210 - $243
|
3.35K
$924K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$22.7M - $25.6M
|
105K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$7.66M - $8.65M
|
35.3K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
15.4KNew |
$3.34M - $3.77M
|
15.4K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$2.29M - $2.58M
|
10.5K
$2.91M
|
|