Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
675KNew |
$92M - $107M
|
675K
$154M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
580K+ 7.51% |
$79M - $92M
|
8.3M
$1.89B
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
476K+ 10.39% |
$64.8M - $75.4M
|
5.05M
$1.15B
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
424K+ 1612.73% |
$57.8M - $67.3M
|
451K
$103M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
286KNew |
$39M - $45.3M
|
286K
$65.2M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
201K+ 595.63% |
$27.4M - $31.8M
|
235K
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144KNew |
$19.6M - $22.8M
|
144K
$32.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 11.36% |
$15.2M - $17.7M
|
1.1M
$250M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
107K+ 4434.25% |
$14.5M - $16.9M
|
109K
$24.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
85.5KNew |
$11.6M - $13.6M
|
85.5K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.9K+ 6.7% |
$8.57M - $9.98M
|
1M
$228M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
62.7KNew |
$8.55M - $9.95M
|
62.7K
$14.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
60.5KNew |
$8.24M - $9.59M
|
60.5K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 39.32% |
$7.92M - $9.22M
|
206K
$47M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.7K+ 13.64% |
$7.73M - $8.99M
|
472K
$108M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.6K+ 3.24% |
$7.71M - $8.97M
|
1.8M
$411M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
46.2KNew |
$6.29M - $7.32M
|
46.2K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.4K+ 913.1% |
$5.78M - $6.73M
|
47.1K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
40.2K+ 91.95% |
$5.47M - $6.37M
|
83.8K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
37K+ 1280.97% |
$5.03M - $5.86M
|
39.8K
$9.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
36.1K+ 13.74% |
$4.92M - $5.72M
|
299K
$68.1M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
35K+ 14.32% |
$4.77M - $5.55M
|
279K
$63.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.5K+ 263.48% |
$4.71M - $5.48M
|
47.6K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.3K+ 17.91% |
$4.54M - $5.29M
|
220K
$50M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.2K+ 34.03% |
$3.97M - $4.62M
|
115K
$26.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
25.1K+ 168.56% |
$3.42M - $3.98M
|
40K
$9.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
25K+ 215.92% |
$3.4M - $3.96M
|
36.5K
$8.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.6K+ 37.14% |
$3.36M - $3.91M
|
91K
$20.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
23KNew |
$3.13M - $3.64M
|
23K
$5.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
22.7K+ 40.31% |
$3.09M - $3.59M
|
78.9K
$18M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
21.4KNew |
$2.92M - $3.4M
|
21.4K
$4.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
21.3K+ 77.45% |
$2.91M - $3.38M
|
48.9K
$11.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.4K+ 58.64% |
$2.78M - $3.23M
|
55.2K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19.7KNew |
$2.68M - $3.12M
|
19.7K
$4.49M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
18.9K+ 39.52% |
$2.58M - $3M
|
66.9K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.5K+ 1.71% |
$2.52M - $2.93M
|
1.1M
$251M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
18K+ 27.84% |
$2.46M - $2.86M
|
82.9K
$18.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 1.84% |
$2.26M - $2.63M
|
919K
$209M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.7K+ 218.58% |
$2.01M - $2.34M
|
21.5K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 4.98% |
$1.96M - $2.28M
|
303K
$69M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4KNew |
$1.83M - $2.13M
|
13.4K
$3.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 36.49% |
$1.66M - $1.93M
|
45.5K
$10.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11.7K+ 212.42% |
$1.59M - $1.85M
|
17.1K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 13.6% |
$1.58M - $1.84M
|
96.7K
$22M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 5.28% |
$1.57M - $1.82M
|
230K
$52.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 77.51% |
$1.56M - $1.81M
|
26.2K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 229.75% |
$1.49M - $1.73M
|
15.7K
$3.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
10.8K+ 120.62% |
$1.48M - $1.72M
|
19.8K
$4.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 15.8% |
$1.44M - $1.67M
|
77.4K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.4K+ 10.58% |
$1.42M - $1.65M
|
109K
$24.8M
|