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 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
88New |
$15K - $17.3K
|
88
$20.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
88+ 0.55% |
$15K - $17.3K
|
16.1K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
85New |
$14.5K - $16.7K
|
85
$20.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 1.02% |
$13.3K - $15.4K
|
7.72K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
77+ 1.54% |
$13.1K - $15.2K
|
5.09K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 5.58% |
$12.8K - $14.8K
|
1.42K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
74+ 2.24% |
$12.6K - $14.6K
|
3.38K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
72+ 2.55% |
$12.3K - $14.2K
|
2.89K
$688K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
72+ 21.82% |
$12.3K - $14.2K
|
402
$95.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
69New |
$11.8K - $13.6K
|
69
$16.4K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
68+ 3.99% |
$11.6K - $13.4K
|
1.77K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
67+ 0.63% |
$11.4K - $13.2K
|
10.7K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
61+ 0.58% |
$10.4K - $12K
|
10.6K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
60+ 3.49% |
$10.2K - $11.8K
|
1.78K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60+ 0.66% |
$10.2K - $11.8K
|
9.21K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
59+ 1.4% |
$10.1K - $11.6K
|
4.26K
$1.01M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
57+ 3.68% |
$9.71K - $11.2K
|
1.61K
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.57% |
$8.69K - $10K
|
9.06K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 14.41% |
$8.69K - $10K
|
405
$96.4K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
51+ 56.67% |
$8.69K - $10K
|
141
$33.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
50+ 2.78% |
$8.52K - $9.84K
|
1.85K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 11.88% |
$8.18K - $9.45K
|
452
$108K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45New |
$7.67K - $8.86K
|
45
$10.7K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42+ 18.03% |
$7.16K - $8.27K
|
275
$65.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$7.16K - $8.27K
|
2.41K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
36New |
$6.13K - $7.09K
|
36
$8.57K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$5.62K - $6.5K
|
33
$7.85K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
32+ 0.71% |
$5.45K - $6.3K
|
4.54K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$4.26K - $4.92K
|
25
$5.95K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 2.36% |
$3.75K - $4.33K
|
956
$227K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20+ 0.81% |
$3.41K - $3.94K
|
2.49K
$593K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 9.76% |
$3.41K - $3.94K
|
225
$53.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$3.41K - $3.94K
|
20
$4.76K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12+ 0.09% |
$2.04K - $2.36K
|
13.9K
$3.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.26% |
$1.7K - $1.97K
|
3.9K
$927K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.12% |
$1.53K - $1.77K
|
7.4K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.5% |
$1.02K - $1.18K
|
1.22K
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.09% |
$852 - $984
|
5.29K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 200.0% |
$682 - $787
|
6
$1.43K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$511 - $590
|
2.7K
$643K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$341 - $394
|
4.85K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.17% |
$341 - $394
|
1.16K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$341 - $394
|
1.67K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2+ 0.14% |
$341 - $394
|
1.43K
$341K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.14% |
$341 - $394
|
1.43K
$340K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.69% |
$170 - $197
|
60
$14.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.02% |
$170 - $197
|
4.65K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1New |
$170 - $197
|
1
$238
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.07% |
$170 - $197
|
1.41K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$170 - $197
|
3.69K
$878K
|