Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 GROWTH .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
675New |
$95.2K - $118K
|
675
$161K
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
609+ 4.63% |
$85.9K - $107K
|
13.8K
$3.29M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
596+ 12.56% |
$84K - $104K
|
5.34K
$1.28M
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
554+ 16.4% |
$78.1K - $97K
|
3.93K
$939K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$70.5K - $87.6K
|
500
$119K
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
400+ 0.3% |
$56.4K - $70K
|
134K
$32.1M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
395+ 9.01% |
$55.7K - $69.2K
|
4.78K
$1.14M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
307+ 97.77% |
$43.3K - $53.8K
|
621
$148K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
266New |
$37.5K - $46.6K
|
266
$63.5K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
250+ 2.97% |
$35.3K - $43.8K
|
8.66K
$2.07M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
248+ 5.32% |
$35K - $43.4K
|
4.91K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
247+ 19.63% |
$34.8K - $43.2K
|
1.51K
$359K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
241+ 0.86% |
$34K - $42.2K
|
28.2K
$6.74M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102New |
$14.4K - $17.9K
|
102
$24.4K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$14.1K - $17.5K
|
100
$23.9K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$14.1K - $17.5K
|
100
$23.9K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
93+ 3.34% |
$13.1K - $16.3K
|
2.88K
$688K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
70+ 1.35% |
$9.87K - $12.3K
|
5.27K
$1.26M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65+ 20.97% |
$9.17K - $11.4K
|
375
$89.6K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
56+ 2.8% |
$7.9K - $9.81K
|
2.06K
$491K
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
50+ 1.83% |
$7.05K - $8.76K
|
2.78K
$664K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
50+ 2.1% |
$7.05K - $8.76K
|
2.43K
$581K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
50New |
$7.05K - $8.76K
|
50
$11.9K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 0.29% |
$5.36K - $6.65K
|
13.1K
$3.12M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37+ 1.18% |
$5.22K - $6.48K
|
3.17K
$756K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
31+ 1.31% |
$4.37K - $5.43K
|
2.4K
$572K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 75.0% |
$4.23K - $5.25K
|
70
$16.7K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 0.34% |
$3.67K - $4.55K
|
7.64K
$1.82M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 1.05% |
$3.53K - $4.38K
|
2.41K
$575K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14+ 4.9% |
$1.97K - $2.45K
|
300
$71.6K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13+ 0.27% |
$1.83K - $2.28K
|
4.74K
$1.13M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.83K - $2.28K
|
13
$3.1K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 8.39% |
$1.83K - $2.28K
|
168
$40.1K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
13New |
$1.83K - $2.28K
|
13
$3.1K
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.12% |
$987 - $1.23K
|
5.9K
$1.41M
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
3+ 0.11% |
$423 - $525
|
2.85K
$681K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$282 - $350
|
8.16K
$1.95M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$282 - $350
|
1.6K
$383K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.05% |
$141 - $175
|
2.12K
$507K
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.07% |
$141 - $175
|
1.4K
$335K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7- 0.26% |
$987 - $1.23K
|
2.65K
$634K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.97% |
$987 - $1.23K
|
715
$171K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-9- 0.12% |
$1.27K - $1.58K
|
7.52K
$1.8M
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-12- 0.05% |
$1.69K - $2.1K
|
23.9K
$5.71M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-17- 0.33% |
$2.4K - $2.98K
|
5.08K
$1.21M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28Closed |
$3.95K - $4.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-30- 1.66% |
$4.23K - $5.25K
|
1.78K
$425K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-38- 5.65% |
$5.36K - $6.65K
|
634
$151K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-42- 1.14% |
$5.92K - $7.35K
|
3.63K
$867K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-47- 65.28% |
$6.63K - $8.23K
|
25
$5.97K
|