Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-7.59K- 5.77% |
$907K - $1.12M
|
124K
$28.9M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.09KClosed |
$250K - $308K
|
0
$0
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.95K- 41.28% |
$233K - $287K
|
2.78K
$647K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.04K- 99.62% |
$124K - $153K
|
4
$931
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-282- 0.92% |
$33.7K - $41.4K
|
30.3K
$7.05M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.03K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.03K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-230KClosed |
$27.7M - $37.3M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
SELL
|
- |
-25.4KClosed |
$3.05M - $4.11M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-13.8KClosed |
$1.66M - $2.23M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-7.52KClosed |
$904K - $1.22M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.02KClosed |
$483K - $651K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.51KClosed |
$181K - $244K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.29KClosed |
$155K - $209K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-874Closed |
$105K - $142K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-168- 6.35% |
$20.2K - $27.2K
|
2.48K
$577K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-168Closed |
$20.2K - $27.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-110Closed |
$13.2K - $17.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-81- 5.05% |
$9.73K - $13.1K
|
1.52K
$354K
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-50- 2.05% |
$6.01K - $8.1K
|
2.38K
$555K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-19- 1.12% |
$2.28K - $3.08K
|
1.69K
$392K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 47.37% |
$2.16K - $2.92K
|
20
$4.66K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-28.2KClosed |
$3.98M - $4.95M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-10.8KClosed |
$1.53M - $1.9M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9KClosed |
$1.27M - $1.58M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.26KClosed |
$318K - $395K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.14KClosed |
$302K - $375K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.85KClosed |
$260K - $323K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.71KClosed |
$241K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21KClosed |
$171K - $212K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17KClosed |
$164K - $204K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-890Closed |
$125K - $156K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-877- 29.29% |
$124K - $154K
|
2.12K
$493K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
$33.1K - $41.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$24.7K - $30.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-173Closed |
$24.4K - $30.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$14.1K - $17.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-95Closed |
$13.4K - $16.6K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$1.52M - $1.77M
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.51KClosed |
$379K - $441K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5KClosed |
$377K - $439K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$37.7K - $43.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220Closed |
$33.2K - $38.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-168Closed |
$25.4K - $29.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-73- 76.84% |
$11K - $12.8K
|
22
$5.12K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-57Closed |
$8.61K - $10K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-23.1KClosed |
$3.49M - $3.78M
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-1.51KClosed |
$228K - $247K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13.8K- 99.26% |
$1.87M - $2.07M
|
103
$24K
|