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 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
727+ 26.58% |
$124K - $143K
|
3.46K
$827K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
674+ 28.26% |
$115K - $133K
|
3.06K
$731K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
655+ 14.0% |
$112K - $129K
|
5.33K
$1.27M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
650+ 26.61% |
$111K - $128K
|
3.09K
$739K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
650+ 31.13% |
$111K - $128K
|
2.74K
$654K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$102K - $118K
|
600
$143K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
578+ 1.58% |
$98.5K - $114K
|
37.2K
$8.89M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
552+ 14.6% |
$94K - $109K
|
4.33K
$1.04M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
485+ 38.4% |
$82.6K - $95.5K
|
1.75K
$417K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
484+ 22.2% |
$82.5K - $95.3K
|
2.66K
$636K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
481+ 3.96% |
$82K - $94.7K
|
12.6K
$3.01M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
463New |
$78.9K - $91.1K
|
463
$111K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
461+ 18.47% |
$78.5K - $90.7K
|
2.96K
$706K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
454+ 18.82% |
$77.4K - $89.4K
|
2.87K
$684K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
426+ 25.31% |
$72.6K - $83.8K
|
2.11K
$504K
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
416New |
$70.9K - $81.9K
|
416
$99.3K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
403+ 7.83% |
$68.7K - $79.3K
|
5.55K
$1.32M
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
351+ 0.09% |
$59.8K - $69.1K
|
407K
$97.1M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
328+ 2.97% |
$55.9K - $64.6K
|
11.4K
$2.72M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
314New |
$53.5K - $61.8K
|
314
$75K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
313+ 12.99% |
$53.3K - $61.6K
|
2.72K
$650K
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
311+ 0.8% |
$53K - $61.2K
|
39.3K
$9.38M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
311+ 4.95% |
$53K - $61.2K
|
6.59K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
307+ 8.13% |
$52.3K - $60.4K
|
4.08K
$975K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
284+ 7.88% |
$48.4K - $55.9K
|
3.89K
$928K
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
271+ 18.42% |
$46.2K - $53.3K
|
1.74K
$416K
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
268+ 1.47% |
$45.7K - $52.7K
|
18.6K
$4.43M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
261+ 5.49% |
$44.5K - $51.4K
|
5.01K
$1.2M
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
248+ 22.65% |
$42.3K - $48.8K
|
1.34K
$321K
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
243+ 10.25% |
$41.4K - $47.8K
|
2.61K
$624K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
241+ 4.01% |
$41.1K - $47.4K
|
6.25K
$1.49M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
232+ 5.66% |
$39.5K - $45.7K
|
4.33K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
211+ 0.37% |
$36K - $41.5K
|
57.3K
$13.7M
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
205+ 2.39% |
$34.9K - $40.3K
|
8.79K
$2.1M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
200+ 2.97% |
$34.1K - $39.4K
|
6.93K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
184+ 1.29% |
$31.3K - $36.2K
|
14.5K
$3.46M
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
179+ 0.76% |
$30.5K - $35.2K
|
23.9K
$5.7M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
171+ 6.86% |
$29.1K - $33.7K
|
2.66K
$636K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
164+ 10.51% |
$27.9K - $32.3K
|
1.72K
$412K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
163New |
$27.8K - $32.1K
|
163
$38.9K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
161+ 92.0% |
$27.4K - $31.7K
|
336
$80.2K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
154+ 4.12% |
$26.2K - $30.3K
|
3.89K
$929K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151+ 0.31% |
$25.7K - $29.7K
|
49K
$11.7M
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
143+ 5.93% |
$24.4K - $28.1K
|
2.56K
$610K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
140+ 1.14% |
$23.9K - $27.6K
|
12.5K
$2.98M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
132+ 0.71% |
$22.5K - $26K
|
18.7K
$4.46M
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
132+ 6.17% |
$22.5K - $26K
|
2.27K
$542K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
126+ 0.38% |
$21.5K - $24.8K
|
33.2K
$7.94M
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
120+ 750.0% |
$20.4K - $23.6K
|
136
$32.5K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
113+ 8.53% |
$19.3K - $22.2K
|
1.44K
$343K
|