Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2024. 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 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.5KNew |
$2.13M - $2.46M
|
12.5K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
12.4KNew |
$2.11M - $2.44M
|
12.4K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
12.2KNew |
$2.07M - $2.39M
|
12.2K
$2.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.2K+ 286.1% |
$1.9M - $2.2M
|
15.1K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
10.5K+ 685.96% |
$1.79M - $2.07M
|
12K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.1K+ 33.52% |
$1.73M - $2M
|
40.4K
$9.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.92K+ 29.64% |
$1.69M - $1.95M
|
43.4K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.79K+ 139.71% |
$1.67M - $1.93M
|
16.8K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.79K+ 1575.27% |
$1.5M - $1.73M
|
9.35K
$2.22M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.47K+ 52.42% |
$1.44M - $1.67M
|
24.6K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.99K+ 66.16% |
$1.36M - $1.57M
|
20.1K
$4.77M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.5K+ 458.25% |
$1.28M - $1.48M
|
9.13K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.48K+ 642.91% |
$1.27M - $1.47M
|
8.64K
$2.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.26KNew |
$1.24M - $1.43M
|
7.26K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.94K+ 5.9% |
$1.18M - $1.37M
|
125K
$29.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.61KNew |
$1.13M - $1.3M
|
6.61K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
6.49K+ 16.02% |
$1.11M - $1.28M
|
47K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.26K+ 1.84% |
$1.07M - $1.23M
|
346K
$82.3M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
6.12K+ 31.89% |
$1.04M - $1.2M
|
25.3K
$6.02M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.9K+ 6.62% |
$1M - $1.16M
|
95K
$22.6M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
5.84KNew |
$995K - $1.15M
|
5.84K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.82K+ 296.24% |
$992K - $1.15M
|
7.79K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.6K+ 5.45% |
$954K - $1.1M
|
108K
$25.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.34K+ 180.01% |
$910K - $1.05M
|
8.31K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.18K+ 3.22% |
$883K - $1.02M
|
166K
$39.6M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.15K+ 4.86% |
$877K - $1.01M
|
111K
$26.4M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 19.75% |
$876K - $1.01M
|
31.2K
$7.42M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.01K+ 50.63% |
$853K - $986K
|
14.9K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.73KNew |
$805K - $930K
|
4.73K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.67K+ 23.33% |
$796K - $920K
|
24.7K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.65KNew |
$793K - $916K
|
4.65K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$786K - $909K
|
4.62K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.53K+ 69.33% |
$772K - $892K
|
11.1K
$2.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.01K+ 44.22% |
$684K - $790K
|
13.1K
$3.12M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.68KNew |
$627K - $724K
|
3.68K
$876K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.59K+ 9.66% |
$611K - $706K
|
40.7K
$9.69M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.48K+ 180.36% |
$593K - $685K
|
5.41K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.44K+ 22.05% |
$587K - $678K
|
19.1K
$4.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.4KNew |
$579K - $669K
|
3.4K
$808K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.2KNew |
$545K - $630K
|
3.2K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.09KNew |
$526K - $608K
|
3.09K
$735K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.03K+ 24.02% |
$516K - $596K
|
15.6K
$3.72M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.02K+ 40.27% |
$515K - $595K
|
10.5K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.84K+ 2.61% |
$483K - $558K
|
111K
$26.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.6K+ 0.82% |
$443K - $512K
|
322K
$76.5M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.57K+ 6.02% |
$438K - $506K
|
45.3K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2.45KNew |
$417K - $482K
|
2.45K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.43KNew |
$413K - $477K
|
2.43K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.29K+ 28.93% |
$391K - $452K
|
10.2K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.24K+ 2.06% |
$381K - $440K
|
111K
$26.4M
|