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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 36.76% |
$852K - $984K
|
8.6K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.32K- 47.29% |
$907K - $1.05M
|
5.93K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.76K- 10.11% |
$981K - $1.13M
|
51.2K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.88K- 1.86% |
$1.17M - $1.35M
|
362K
$86.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.28K- 7.2% |
$1.24M - $1.43M
|
93.8K
$22.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.17K- 18.39% |
$1.39M - $1.61M
|
36.2K
$8.62M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.41K- 5.61% |
$1.6M - $1.85M
|
158K
$37.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 5.77% |
$1.78M - $2.05M
|
170K
$40.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 96.57% |
$2.52M - $2.91M
|
525
$125K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.4K- 53.22% |
$3.13M - $3.62M
|
16.1K
$3.84M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-18.4K- 33.13% |
$3.13M - $3.62M
|
37.1K
$8.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-18.5K- 84.35% |
$3.16M - $3.65M
|
3.44K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 23.8% |
$3.18M - $3.67M
|
59.7K
$14.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-19.6K- 17.96% |
$3.34M - $3.86M
|
89.6K
$21.3M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-20.9K- 21.51% |
$3.56M - $4.12M
|
76.3K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$3.58M - $4.14M
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.8K- 68.85% |
$4.06M - $4.69M
|
10.8K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-26.1K- 11.54% |
$4.44M - $5.13M
|
200K
$47.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 57.36% |
$4.82M - $5.57M
|
21K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-30.6K- 62.56% |
$5.21M - $6.02M
|
18.3K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.4K- 84.36% |
$5.68M - $6.56M
|
6.19K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-35.5K- 80.51% |
$6.05M - $6.98M
|
8.59K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.6K- 16.61% |
$6.06M - $7M
|
179K
$42.5M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-59.6K- 22.01% |
$10.2M - $11.7M
|
211K
$50.3M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-64.5K- 58.12% |
$11M - $12.7M
|
46.5K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-93.3K- 1.53% |
$15.9M - $18.4M
|
5.99M
$1.43B
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-115K- 20.02% |
$19.7M - $22.7M
|
461K
$110M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 10.19% |
$23.7M - $27.4M
|
1.23M
$292M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-603K- 54.26% |
$103M - $119M
|
508K
$121M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-665K- 52.79% |
$113M - $131M
|
594K
$141M
|