Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$210 - $243
|
527
$105K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1+ 0.07% |
$210 - $243
|
1.44K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$210 - $243
|
1.61K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.06% |
$210 - $243
|
1.66K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.02% |
$210 - $243
|
5.86K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5- 13.89% |
$1.05K - $1.22K
|
31
$6.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.37% |
$1.68K - $1.95K
|
2.18K
$435K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-9- 0.25% |
$1.89K - $2.19K
|
3.65K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-13- 0.39% |
$2.73K - $3.16K
|
3.33K
$665K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 3.1% |
$4.2K - $4.87K
|
626
$125K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22- 1.45% |
$4.62K - $5.35K
|
1.49K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-24- 0.63% |
$5.04K - $5.84K
|
3.78K
$754K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-27- 1.05% |
$5.68K - $6.57K
|
2.54K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-40- 2.77% |
$8.41K - $9.73K
|
1.4K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-43- 2.56% |
$9.04K - $10.5K
|
1.64K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-46- 34.59% |
$9.67K - $11.2K
|
87
$17.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-66- 0.78% |
$13.9K - $16.1K
|
8.38K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-112- 0.99% |
$23.5K - $27.3K
|
11.2K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-128- 2.48% |
$26.9K - $31.1K
|
5.04K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-158- 0.77% |
$33.2K - $38.4K
|
20.4K
$4.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-160- 0.78% |
$33.6K - $38.9K
|
20.5K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-173- 0.41% |
$36.4K - $42.1K
|
41.6K
$8.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-229- 9.85% |
$48.1K - $55.7K
|
2.1K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-246- 9.45% |
$51.7K - $59.9K
|
2.36K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 19.41% |
$52.5K - $60.8K
|
1.04K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-280- 3.61% |
$58.9K - $68.1K
|
7.48K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-314- 29.85% |
$66K - $76.4K
|
738
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-386- 16.95% |
$81.1K - $93.9K
|
1.89K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-472- 3.9% |
$99.2K - $115K
|
11.6K
$2.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-499- 54.36% |
$105K - $121K
|
419
$83.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-535- 13.53% |
$112K - $130K
|
3.42K
$683K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-700- 10.43% |
$147K - $170K
|
6.01K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-736- 15.83% |
$155K - $179K
|
3.91K
$782K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-821- 9.95% |
$173K - $200K
|
7.43K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-827- 33.0% |
$174K - $201K
|
1.68K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-844- 49.24% |
$177K - $205K
|
870
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.12K- 3.37% |
$235K - $272K
|
32K
$6.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.17K- 3.81% |
$247K - $286K
|
29.6K
$5.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.28K- 0.47% |
$270K - $312K
|
271K
$54.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.65K- 8.29% |
$347K - $402K
|
18.3K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.81K- 9.22% |
$380K - $440K
|
17.8K
$3.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.76K- 4.1% |
$789K - $914K
|
87.7K
$17.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.36K- 11.39% |
$916K - $1.06M
|
33.9K
$6.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.28K- 1.31% |
$1.11M - $1.29M
|
397K
$79.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5.45K- 16.65% |
$1.15M - $1.33M
|
27.3K
$5.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.43K- 82.19% |
$1.35M - $1.57M
|
1.39K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.5K- 9.3% |
$2.42M - $2.8M
|
112K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-11.8K- 25.59% |
$2.48M - $2.87M
|
34.3K
$6.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.3K- 75.78% |
$3M - $3.47M
|
4.56K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 18.51% |
$9.77M - $11.3M
|
205K
$40.9M
|