Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

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 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.44K
New
$196K - $228K
1.44K $328K
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

BUY
 -
1.41K
New
$192K - $223K
1.41K $322K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.4K
New
$191K - $223K
1.4K $321K
Jul 17, 2023 Q2 2023
Oak Harvest Investment Services

BUY
 -
1.4K
New
$191K - $222K
1.4K $321K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
1.39K
New
$189K - $220K
1.39K $317K
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
1.37K
New
$186K - $217K
1.37K $312K
Aug 14, 2023 Q2 2023
Wms Partners, LLC

BUY
 -
1.36K
New
$185K - $216K
1.36K $311K
Jul 21, 2023 Q2 2023
Crumly & Associates Inc.

BUY
 -
1.36K
+ 4.31%
$185K - $216K
32.9K $7.52M
Jul 21, 2023 Q2 2023
K.J. Harrison & Partners Inc

BUY
 -
1.32K
New
$180K - $210K
1.32K $302K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.25K
New
$170K - $198K
1.25K $285K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.21K
+ 1.18%
$164K - $191K
103K $23.6M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
1.2K
+ 39.12%
$163K - $190K
4.26K $973K
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.14K
+ 14.13%
$156K - $181K
9.23K $2.11M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.1K
+ 24.17%
$149K - $174K
5.63K $1.29M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.05K
+ 21.16%
$143K - $166K
6.01K $1.37M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
1.01K
New
$137K - $160K
1.01K $230K
Jul 25, 2023 Q2 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
1K
+ 15.92%
$136K - $159K
7.28K $1.66M
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
817
+ 15.9%
$111K - $130K
5.96K $1.36M
Jul 31, 2023 Q2 2023
Wolf Group Capital Advisors

BUY
 -
815
+ 2.17%
$111K - $129K
38.3K $8.76M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
796
+ 22.9%
$108K - $126K
4.27K $976K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
757
New
$103K - $120K
757 $173K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
699
+ 21.76%
$95.2K - $111K
3.91K $894K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
642
+ 8.38%
$87.5K - $102K
8.3K $1.9M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
622
+ 9.0%
$84.7K - $98.6K
7.53K $1.72M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
576
+ 1.4%
$78.5K - $91.3K
41.6K $9.51M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
550
+ 100.0%
$74.9K - $87.2K
1.1K $251K
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
522
New
$71.1K - $82.8K
522 $119K
Aug 11, 2023 Q2 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
513
+ 5.14%
$69.9K - $81.3K
10.5K $2.4M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
483
+ 5.81%
$65.8K - $76.6K
8.79K $2.01M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
430
+ 3.77%
$58.6K - $68.2K
11.8K $2.71M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
428
+ 1.04%
$58.3K - $67.9K
41.5K $9.49M
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
418
New
$56.9K - $66.3K
418 $95.5K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
390
+ 17.13%
$53.1K - $61.8K
2.67K $609K
Aug 28, 2024 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
375
+ 3.15%
$51.1K - $59.5K
12.3K $2.8M
Jul 26, 2023 Q2 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
359
+ 0.39%
$48.9K - $56.9K
92.1K $21M
Aug 02, 2023 Q2 2023
Jsf Financial, LLC

BUY
 -
351
+ 1.32%
$47.8K - $55.7K
26.9K $6.15M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
339
+ 2.95%
$46.2K - $53.8K
11.8K $2.7M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
327
+ 185.8%
$44.6K - $51.8K
503 $115K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
292
+ 18.46%
$39.8K - $46.3K
1.87K $428K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
270
+ 14.38%
$36.8K - $42.8K
2.15K $491K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
254
+ 1.76%
$34.6K - $40.3K
14.7K $3.35M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
245
New
$33.4K - $38.8K
245 $56K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
238
New
$32.4K - $37.7K
238 $54.4K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
222
+ 9.01%
$30.2K - $35.2K
2.69K $614K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
194
+ 9.99%
$26.4K - $30.8K
2.14K $488K
Aug 14, 2023 Q2 2023
Meridian Management CO

BUY
 -
156
+ 7.08%
$21.3K - $24.7K
2.36K $539K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
156
+ 3.56%
$21.3K - $24.7K
4.54K $1.04M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
154
+ 0.88%
$21K - $24.4K
17.7K $4.05M
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
153
+ 3.94%
$20.8K - $24.3K
4.04K $923K

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