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 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-22- 0.74% |
$3K - $3.49K
|
2.97K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26- 0.41% |
$3.54K - $4.12K
|
6.28K
$1.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-27- 0.94% |
$3.68K - $4.28K
|
2.84K
$646K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-35- 49.3% |
$4.77K - $5.55K
|
36
$8.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-66- 1.45% |
$8.99K - $10.5K
|
4.47K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-81- 25.23% |
$11K - $12.8K
|
240
$54.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-100- 2.46% |
$13.6K - $15.9K
|
3.96K
$902K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-100- 2.15% |
$13.6K - $15.9K
|
4.54K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-105- 5.58% |
$14.3K - $16.6K
|
1.78K
$405K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-117- 2.29% |
$15.9K - $18.6K
|
5K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-123- 1.92% |
$16.8K - $19.5K
|
6.3K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-132- 10.3% |
$18K - $20.9K
|
1.15K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-133- 3.97% |
$18.1K - $21.1K
|
3.22K
$733K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-139- 5.26% |
$18.9K - $22K
|
2.5K
$570K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141- 4.0% |
$19.2K - $22.4K
|
3.39K
$772K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-142- 2.33% |
$19.3K - $22.5K
|
5.95K
$1.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-149- 1.61% |
$20.3K - $23.6K
|
9.08K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-152- 0.29% |
$20.7K - $24.1K
|
52.7K
$12M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-173- 2.19% |
$23.6K - $27.4K
|
7.72K
$1.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-180- 6.57% |
$24.5K - $28.5K
|
2.56K
$583K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-187- 0.42% |
$25.5K - $29.7K
|
44.6K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-188- 5.84% |
$25.6K - $29.8K
|
3.03K
$691K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 12.71% |
$27.2K - $31.7K
|
1.37K
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-216- 1.64% |
$29.4K - $34.2K
|
13K
$2.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-238- 2.41% |
$32.4K - $37.7K
|
9.64K
$2.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-239- 12.06% |
$32.6K - $37.9K
|
1.74K
$397K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-246- 10.09% |
$33.5K - $39K
|
2.19K
$500K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-256- 14.72% |
$34.9K - $40.6K
|
1.48K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-275- 5.23% |
$37.5K - $43.6K
|
4.98K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-306- 43.1% |
$41.7K - $48.5K
|
404
$92.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-306- 43.1% |
$41.7K - $48.5K
|
404
$92.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-318- 5.15% |
$43.3K - $50.4K
|
5.85K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-318- 2.29% |
$43.3K - $50.4K
|
13.6K
$3.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-322- 1.02% |
$43.9K - $51.1K
|
31.1K
$7.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-324- 4.02% |
$44.1K - $51.4K
|
7.73K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-351- 6.24% |
$47.8K - $55.7K
|
5.27K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-374- 20.66% |
$51K - $59.3K
|
1.44K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-392- 17.53% |
$53.4K - $62.2K
|
1.84K
$420K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-410- 7.4% |
$55.9K - $65K
|
5.13K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-420- 8.28% |
$57.2K - $66.6K
|
4.66K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-422- 2.04% |
$57.5K - $66.9K
|
20.2K
$4.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-436- 2.34% |
$59.4K - $69.1K
|
18.2K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-465- 12.52% |
$63.4K - $73.7K
|
3.25K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-470- 43.93% |
$64K - $74.5K
|
600
$137K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-497- 13.59% |
$67.7K - $78.8K
|
3.16K
$720K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-507- 6.05% |
$69.1K - $80.4K
|
7.87K
$1.79M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-513- 7.17% |
$69.9K - $81.3K
|
6.64K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-533- 20.68% |
$72.6K - $84.5K
|
2.04K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-544- 6.5% |
$74.1K - $86.3K
|
7.82K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-547- 8.82% |
$74.5K - $86.7K
|
5.66K
$1.29M
|