Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2023. 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 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-205- 22.4% |
$24.1K - $28.5K
|
710
$162K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-205- 22.4% |
$24.1K - $28.5K
|
710
$162K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-206- 11.81% |
$24.3K - $28.6K
|
1.54K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-214- 1.02% |
$25.2K - $29.7K
|
20.7K
$4.71M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-221- 4.17% |
$26K - $30.7K
|
5.08K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-224- 77.78% |
$26.4K - $31.1K
|
64
$14.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-225- 3.19% |
$26.5K - $31.3K
|
6.82K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-248- 1.65% |
$29.2K - $34.5K
|
14.8K
$3.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-251- 8.88% |
$29.6K - $34.9K
|
2.58K
$587K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-270- 3.15% |
$31.8K - $37.5K
|
8.31K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-283- 9.36% |
$33.3K - $39.3K
|
2.74K
$624K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-286- 10.9% |
$33.7K - $39.7K
|
2.34K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-296- 5.0% |
$34.9K - $41.1K
|
5.62K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-315- 0.05% |
$37.1K - $43.8K
|
683K
$156M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-330- 75.0% |
$38.9K - $45.8K
|
110
$25.1K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-331- 17.3% |
$39K - $46K
|
1.58K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-355- 13.31% |
$41.8K - $49.3K
|
2.31K
$527K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-445- 6.69% |
$52.4K - $61.8K
|
6.21K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-457- 1.92% |
$53.8K - $63.5K
|
23.4K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-493- 4.31% |
$58K - $68.5K
|
10.9K
$2.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-524- 13.08% |
$61.7K - $72.8K
|
3.48K
$794K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-615- 13.66% |
$72.4K - $85.4K
|
3.89K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-628- 5.49% |
$73.9K - $87.2K
|
10.8K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-701- 29.65% |
$82.5K - $97.4K
|
1.66K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-921- 17.38% |
$108K - $128K
|
4.38K
$998K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-958- 0.11% |
$113K - $133K
|
837K
$191M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.05K- 31.56% |
$123K - $145K
|
2.27K
$517K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 38.86% |
$148K - $175K
|
1.98K
$451K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.44K- 6.2% |
$170K - $201K
|
21.8K
$4.98M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.45K- 13.61% |
$171K - $202K
|
9.23K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.52K- 25.13% |
$179K - $212K
|
4.54K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.56K- 3.99% |
$183K - $216K
|
37.5K
$8.55M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.65K- 13.52% |
$194K - $229K
|
10.6K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-1.7K- 28.33% |
$200K - $236K
|
4.3K
$980K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.88K- 13.06% |
$221K - $261K
|
12.5K
$2.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.94K- 25.89% |
$228K - $269K
|
5.54K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 58.09% |
$276K - $326K
|
1.69K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.49K- 4.01% |
$293K - $345K
|
59.5K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.49K- 7.5% |
$293K - $346K
|
30.7K
$7.01M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 46.5% |
$297K - $350K
|
2.9K
$660K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 44.35% |
$331K - $391K
|
3.53K
$804K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.94K- 85.39% |
$346K - $408K
|
502
$114K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.98K- 8.82% |
$350K - $413K
|
30.7K
$7M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.98K- 10.84% |
$351K - $414K
|
24.5K
$5.58M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.01K- 7.23% |
$354K - $418K
|
38.5K
$8.78M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.21K- 39.25% |
$377K - $445K
|
4.96K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.37K- 44.76% |
$397K - $468K
|
4.16K
$948K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.79K- 9.89% |
$446K - $526K
|
34.5K
$7.86M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
SELL
|
- |
-3.84K- 33.75% |
$452K - $534K
|
7.54K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.08K- 23.39% |
$480K - $566K
|
13.3K
$3.04M
|