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
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-372- 8.11% |
$63.4K - $73.2K
|
4.22K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-376- 10.85% |
$64.1K - $74K
|
3.09K
$735K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-434- 15.1% |
$73.9K - $85.4K
|
2.44K
$581K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-459- 0.73% |
$78.2K - $90.3K
|
62.2K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-465- 10.89% |
$79.2K - $91.5K
|
3.81K
$905K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-522- 3.41% |
$88.9K - $103K
|
14.8K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-550- 50.0% |
$93.7K - $108K
|
550
$131K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-571- 10.37% |
$97.3K - $112K
|
4.94K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-625- 11.08% |
$106K - $123K
|
5.01K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-637- 32.95% |
$109K - $125K
|
1.3K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-637- 27.84% |
$109K - $125K
|
1.65K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-642- 20.39% |
$109K - $126K
|
2.51K
$596K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-648- 35.55% |
$110K - $128K
|
1.18K
$280K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-651- 86.92% |
$111K - $128K
|
98
$23.3K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-729- 15.99% |
$124K - $143K
|
3.83K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-753- 2.3% |
$128K - $148K
|
32K
$7.61M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-804- 8.64% |
$137K - $158K
|
8.5K
$2.02M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-926- 6.97% |
$158K - $182K
|
12.4K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-992- 39.49% |
$169K - $195K
|
1.52K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03K- 2.77% |
$176K - $203K
|
36.2K
$8.62M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.17K- 1.14% |
$198K - $229K
|
101K
$23.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.18K- 22.2% |
$201K - $232K
|
4.14K
$985K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.28K- 8.85% |
$218K - $252K
|
13.2K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.36K- 1.94% |
$232K - $268K
|
68.9K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.37K- 37.48% |
$233K - $269K
|
2.28K
$543K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.51K- 7.14% |
$257K - $297K
|
19.6K
$4.66M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.51K- 10.48% |
$258K - $298K
|
12.9K
$3.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.53K- 1.06% |
$261K - $301K
|
143K
$34M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.58K- 13.07% |
$269K - $310K
|
10.5K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.76K- 5.52% |
$300K - $347K
|
30.1K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.85K- 22.03% |
$315K - $364K
|
6.54K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.9K- 9.8% |
$324K - $375K
|
17.5K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.96K- 1.93% |
$333K - $385K
|
99.5K
$23.7M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.98K- 90.63% |
$338K - $390K
|
205
$48.8K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2K- 10.54% |
$341K - $394K
|
17K
$4.04M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.2K- 37.45% |
$375K - $434K
|
3.68K
$876K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.33K- 6.47% |
$398K - $459K
|
33.7K
$8.03M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.58K- 6.66% |
$439K - $507K
|
36.1K
$8.6M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.61K- 20.68% |
$444K - $513K
|
9.99K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.67K- 0.84% |
$455K - $525K
|
315K
$75M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.8K- 4.33% |
$477K - $551K
|
61.8K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.95K- 1.25% |
$502K - $580K
|
232K
$55.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.1K- 16.4% |
$528K - $610K
|
15.8K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.27K- 12.18% |
$557K - $643K
|
23.6K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.52K- 77.08% |
$600K - $693K
|
1.05K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.54K- 55.85% |
$603K - $697K
|
2.8K
$666K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-3.57K- 5.46% |
$608K - $703K
|
61.8K
$14.7M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.21K- 30.7% |
$717K - $828K
|
9.5K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.55K- 64.24% |
$775K - $895K
|
2.53K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.8K- 7.08% |
$819K - $946K
|
63.1K
$15M
|