Purchases and Sales Made in Q2 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.98M+ 6173.28% |
$1.28B - $1.51B
|
7.1M
$1.69B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
297K+ 18.9% |
$54.5M - $64.1M
|
1.87M
$444M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
289K+ 4.82% |
$53M - $62.4M
|
6.28M
$1.49B
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
271KNew |
$49.7M - $58.6M
|
271K
$64.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
227K+ 26.67% |
$41.6M - $49M
|
1.08M
$256M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
221K+ 2991.79% |
$40.5M - $47.7M
|
228K
$54.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
218K+ 12.52% |
$40.1M - $47.2M
|
1.96M
$467M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
214K+ 48692.5% |
$39.3M - $46.3M
|
215K
$51.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 8.04% |
$38.9M - $45.9M
|
2.85M
$679M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148K+ 268.4% |
$27.2M - $32M
|
203K
$48.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
142KNew |
$26.1M - $30.7M
|
142K
$33.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 11.35% |
$25.5M - $30.1M
|
1.37M
$325M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 11.35% |
$25.5M - $30.1M
|
1.37M
$325M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.2K+ 5.81% |
$15.3M - $18M
|
1.52M
$361M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
67.1K+ 11.3% |
$12.3M - $14.5M
|
661K
$157M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
64.3K+ 9.34% |
$11.8M - $13.9M
|
753K
$179M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59.1K+ 21.42% |
$10.8M - $12.8M
|
335K
$79.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
57.8KNew |
$10.6M - $12.5M
|
57.8K
$13.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
55.8K+ 16.33% |
$10.2M - $12.1M
|
398K
$94.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.4K+ 9.27% |
$10.2M - $12M
|
653K
$155M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
53.5K+ 2617.32% |
$9.82M - $11.6M
|
55.5K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.5K+ 47.8% |
$9.64M - $11.4M
|
162K
$38.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1K+ 809.2% |
$9.19M - $10.8M
|
56.2K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
35.4K+ 11.22% |
$6.49M - $7.64M
|
351K
$83.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
34.1K+ 316.45% |
$6.27M - $7.38M
|
44.9K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.9K+ 8.5% |
$6.23M - $7.33M
|
433K
$103M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.7KNew |
$6.19M - $7.29M
|
33.7K
$8.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.2K+ 14.19% |
$5.92M - $6.97M
|
259K
$61.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
25.7KNew |
$4.72M - $5.56M
|
25.7K
$6.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
25.6K+ 26.94% |
$4.69M - $5.53M
|
120K
$28.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
25.5K+ 436.91% |
$4.68M - $5.51M
|
31.3K
$7.46M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
25.4K+ 43.44% |
$4.67M - $5.5M
|
84K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
24.3K+ 40.69% |
$4.46M - $5.25M
|
84K
$20M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.6KNew |
$4.34M - $5.11M
|
23.6K
$5.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
23.1K+ 672.17% |
$4.24M - $5M
|
26.6K
$6.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23K+ 96.57% |
$4.23M - $4.98M
|
46.9K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.7K+ 7.02% |
$3.98M - $4.68M
|
330K
$78.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20.4KNew |
$3.75M - $4.42M
|
20.4K
$4.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$3.68M - $4.34M
|
20.1K
$4.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20K+ 21.76% |
$3.66M - $4.31M
|
112K
$26.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.4K+ 14.07% |
$3.38M - $3.98M
|
149K
$35.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.4K+ 660.35% |
$3.38M - $3.98M
|
21.2K
$5.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
16.7K+ 29.18% |
$3.07M - $3.61M
|
74K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
15.6K+ 10.21% |
$2.87M - $3.38M
|
169K
$40.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14.8KNew |
$2.71M - $3.19M
|
14.8K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9K+ 10.68% |
$2.36M - $2.78M
|
133K
$31.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
12.7K+ 94.61% |
$2.33M - $2.74M
|
26.1K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4K+ 267.4% |
$2.28M - $2.69M
|
17.1K
$4.07M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 4.86% |
$2.27M - $2.68M
|
267K
$63.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11.9KNew |
$2.18M - $2.57M
|
11.9K
$2.83M
|