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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.2K+ 405.83% |
$1.38M - $1.61M
|
12.7K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.88K+ 130.16% |
$1.21M - $1.41M
|
15.7K
$3.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.28K+ 13.92% |
$1.13M - $1.31M
|
67.7K
$15.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.41K+ 8.1% |
$1.01M - $1.17M
|
98.8K
$22.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
7.18K+ 11.87% |
$978K - $1.14M
|
67.7K
$15.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6.99K+ 33.92% |
$952K - $1.11M
|
27.6K
$6.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.91K+ 20.02% |
$941K - $1.09M
|
41.4K
$9.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.83K+ 29.54% |
$930K - $1.08M
|
29.9K
$6.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.78KNew |
$923K - $1.07M
|
6.78K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.73K+ 192.98% |
$917K - $1.07M
|
10.2K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.56K+ 3.67% |
$894K - $1.04M
|
185K
$42.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6.51K+ 112.23% |
$887K - $1.03M
|
12.3K
$2.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6.18KNew |
$842K - $980K
|
6.18K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.4K+ 5.38% |
$735K - $856K
|
106K
$24.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.3KNew |
$722K - $840K
|
5.3K
$1.21M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.27K+ 162.27% |
$718K - $836K
|
8.52K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.14K+ 16.92% |
$701K - $815K
|
35.5K
$8.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.14K+ 215.78% |
$701K - $815K
|
7.53K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.02KNew |
$683K - $795K
|
5.02K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.57KNew |
$622K - $724K
|
4.57K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.55KNew |
$620K - $721K
|
4.55K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.5K+ 166.67% |
$613K - $714K
|
7.2K
$1.64M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.46K+ 14.38% |
$608K - $708K
|
35.5K
$8.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.41KNew |
$601K - $700K
|
4.41K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 142.1% |
$561K - $653K
|
7.02K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.86K+ 16.52% |
$526K - $612K
|
27.2K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.6K+ 94.63% |
$490K - $570K
|
7.4K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.38K+ 4.99% |
$460K - $535K
|
71K
$16.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.12K+ 35.78% |
$425K - $494K
|
11.8K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.05KNew |
$416K - $484K
|
3.05K
$697K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.88K+ 69.13% |
$392K - $456K
|
7.04K
$1.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 5.02% |
$346K - $402K
|
53.1K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.5KNew |
$341K - $396K
|
2.5K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.45K+ 7.95% |
$333K - $388K
|
33.2K
$7.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.38KNew |
$324K - $378K
|
2.38K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.36K+ 6.41% |
$322K - $375K
|
39.2K
$8.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.33KNew |
$318K - $370K
|
2.33K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.27K+ 96.48% |
$310K - $360K
|
4.63K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.13KNew |
$290K - $337K
|
2.13K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 21.46% |
$275K - $320K
|
11.4K
$2.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.01K+ 0.59% |
$274K - $319K
|
341K
$77.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
1.98K+ 3.81% |
$269K - $314K
|
53.9K
$12.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.97K+ 3.22% |
$269K - $313K
|
63.3K
$14.5M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.94K+ 4.76% |
$264K - $307K
|
42.7K
$9.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.72K+ 3.07% |
$234K - $273K
|
57.7K
$13.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 4.03% |
$234K - $272K
|
44.3K
$10.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.65KNew |
$225K - $261K
|
1.65K
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.62K+ 76.9% |
$220K - $256K
|
3.72K
$849K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.47K+ 6.74% |
$201K - $233K
|
23.3K
$5.33M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44K+ 63.58% |
$197K - $229K
|
3.72K
$849K
|