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 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-79- 3.72% |
$11.8K - $13.9K
|
2.04K
$564K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-30- 2.07% |
$4.47K - $5.28K
|
1.42K
$392K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-21- 46.67% |
$3.13K - $3.69K
|
24
$6.63K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-17.6K- 20.63% |
$2.69M - $2.9M
|
67.8K
$18.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-633- 3.57% |
$96.7K - $104K
|
17.1K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-189- 5.87% |
$28.9K - $31.1K
|
3.03K
$836K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-26- 1.63% |
$3.97K - $4.28K
|
1.57K
$434K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 1.42% |
$3.05K - $3.29K
|
1.38K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15Closed |
$2.29K - $2.47K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-157K- 2.57% |
$21.4M - $24.9M
|
5.94M
$1.64B
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-21.9K- 47.36% |
$2.99M - $3.48M
|
24.4K
$6.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 25.43% |
$246K - $286K
|
5.28K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-306- 43.1% |
$41.7K - $48.5K
|
404
$112K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 2.5% |
$681 - $793
|
195
$53.8K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-286- 10.9% |
$33.7K - $39.7K
|
2.34K
$645K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3- 0.14% |
$353 - $417
|
2.13K
$587K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.25K- 58.82% |
$382K - $427K
|
2.28K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-480- 22.16% |
$56.4K - $63K
|
1.69K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-259- 6.64% |
$30.4K - $34K
|
3.64K
$1M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-133Closed |
$15.6K - $17.5K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-36.6K- 93.83% |
$4.38M - $5.38M
|
2.41K
$665K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-7.59K- 5.77% |
$907K - $1.12M
|
124K
$34.3M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.09KClosed |
$250K - $308K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.04K- 99.62% |
$124K - $153K
|
4
$1.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-282- 0.92% |
$33.7K - $41.4K
|
30.3K
$8.36M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.59K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.59K
|
|
| 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 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
$684K
|
|
|
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
$420K
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-50- 2.05% |
$6.01K - $8.1K
|
2.38K
$658K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-19- 1.12% |
$2.28K - $3.08K
|
1.69K
$465K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 47.37% |
$2.16K - $2.92K
|
20
$5.52K
|
|
| 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
|
|