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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9- 0.58% |
$1.53K - $1.77K
|
1.53K
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15- 0.97% |
$2.56K - $2.95K
|
1.53K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-20- 0.8% |
$3.41K - $3.94K
|
2.48K
$589K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-20- 0.33% |
$3.41K - $3.94K
|
6.04K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-20- 1.42% |
$3.41K - $3.94K
|
1.39K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 0.23% |
$4.26K - $4.92K
|
10.9K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-27- 1.99% |
$4.6K - $5.31K
|
1.33K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-28- 2.27% |
$4.77K - $5.51K
|
1.21K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-40- 3.51% |
$6.82K - $7.87K
|
1.1K
$262K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-40- 1.85% |
$6.82K - $7.87K
|
2.12K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 8.33% |
$6.82K - $7.87K
|
440
$105K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-52- 0.08% |
$8.86K - $10.2K
|
64.6K
$15.4M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-55- 0.23% |
$9.37K - $10.8K
|
23.9K
$5.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-58- 10.6% |
$9.88K - $11.4K
|
489
$116K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-71- 18.25% |
$12.1K - $14K
|
318
$75.7K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-75- 1.73% |
$12.8K - $14.8K
|
4.25K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 3.27% |
$12.8K - $14.8K
|
2.22K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 2.48% |
$12.8K - $14.8K
|
2.95K
$701K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76- 12.06% |
$12.9K - $15K
|
554
$132K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-86- 3.91% |
$14.7K - $16.9K
|
2.11K
$503K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-105- 7.08% |
$17.9K - $20.7K
|
1.38K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-105- 0.65% |
$17.9K - $20.7K
|
16.2K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-112- 3.65% |
$19.1K - $22K
|
2.96K
$704K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-113- 3.27% |
$19.3K - $22.2K
|
3.34K
$796K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-125- 6.88% |
$21.3K - $24.6K
|
1.69K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-128- 2.46% |
$21.8K - $25.2K
|
5.07K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-128- 9.73% |
$21.8K - $25.2K
|
1.19K
$283K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-133- 3.09% |
$22.7K - $26.2K
|
4.17K
$993K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-141- 5.07% |
$24K - $27.8K
|
2.64K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-144- 7.71% |
$24.5K - $28.3K
|
1.72K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-154- 7.19% |
$26.2K - $30.3K
|
1.99K
$473K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-169- 0.82% |
$28.8K - $33.3K
|
20.4K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-184- 1.59% |
$31.3K - $36.2K
|
11.4K
$2.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-191- 2.54% |
$32.5K - $37.6K
|
7.32K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-200- 6.7% |
$34.1K - $39.4K
|
2.79K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-201- 16.13% |
$34.2K - $39.6K
|
1.05K
$249K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-206- 0.42% |
$35.1K - $40.5K
|
48.7K
$11.6M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-209- 49.88% |
$35.6K - $41.1K
|
210
$50K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-237- 9.23% |
$40.4K - $46.6K
|
2.33K
$554K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-254- 3.6% |
$43.3K - $50K
|
6.81K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-273- 6.01% |
$46.5K - $53.7K
|
4.27K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-273- 0.76% |
$46.5K - $53.7K
|
35.9K
$8.54M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-278- 3.79% |
$47.4K - $54.7K
|
7.05K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-283- 2.66% |
$48.2K - $55.7K
|
10.4K
$2.47M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-284- 0.72% |
$48.4K - $55.9K
|
38.9K
$9.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-300- 5.66% |
$51.1K - $59K
|
5K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-300- 21.02% |
$51.1K - $59K
|
1.13K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-322- 3.54% |
$54.9K - $63.4K
|
8.77K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-339- 1.34% |
$57.8K - $66.7K
|
24.9K
$5.92M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-352- 21.81% |
$60K - $69.3K
|
1.26K
$300K
|