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 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.9K+ 4.71% |
$2.18M - $2.57M
|
264K
$62.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.5KNew |
$2.11M - $2.48M
|
11.5K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11.1K+ 91.15% |
$2.04M - $2.4M
|
23.3K
$5.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
10.7KNew |
$1.96M - $2.31M
|
10.7K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.96K+ 10.6% |
$1.83M - $2.15M
|
104K
$24.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.71K+ 26.88% |
$1.78M - $2.1M
|
45.8K
$10.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.49K+ 9.54% |
$1.74M - $2.05M
|
109K
$25.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.46K+ 2.61% |
$1.74M - $2.04M
|
372K
$88.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.15K+ 26.68% |
$1.68M - $1.98M
|
43.4K
$10.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
9.08K+ 36.49% |
$1.67M - $1.96M
|
34K
$8.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.97KNew |
$1.65M - $1.94M
|
8.97K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
8.63KNew |
$1.58M - $1.86M
|
8.63K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 4.8% |
$1.5M - $1.77M
|
178K
$42.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.1K+ 94.19% |
$1.49M - $1.75M
|
16.7K
$3.97M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.06K+ 89.36% |
$1.48M - $1.74M
|
17.1K
$4.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.63K+ 38.0% |
$1.4M - $1.65M
|
27.7K
$6.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.26KNew |
$1.33M - $1.57M
|
7.26K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 16.71% |
$1.33M - $1.57M
|
50.6K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.93K+ 17.14% |
$1.27M - $1.5M
|
47.4K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.74KNew |
$1.24M - $1.46M
|
6.74K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.21K+ 94.22% |
$1.14M - $1.34M
|
12.8K
$3.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.78K+ 1.73% |
$1.06M - $1.25M
|
340K
$80.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.76KNew |
$1.06M - $1.25M
|
5.76K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.61K+ 1.8% |
$1.03M - $1.21M
|
316K
$75.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.22K+ 3.53% |
$959K - $1.13M
|
153K
$36.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.53K+ 199.38% |
$831K - $979K
|
6.8K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.53K+ 178.71% |
$831K - $978K
|
7.06K
$1.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.21K+ 44.31% |
$773K - $910K
|
13.7K
$3.26M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.21K+ 44.31% |
$773K - $910K
|
13.7K
$3.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.1KNew |
$752K - $885K
|
4.1K
$975K
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.07KNew |
$748K - $880K
|
4.07K
$969K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.02K+ 2468.1% |
$738K - $870K
|
4.19K
$996K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.93K+ 3.54% |
$721K - $849K
|
115K
$27.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.91K+ 24.97% |
$717K - $844K
|
19.6K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.88KNew |
$713K - $839K
|
3.88K
$924K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.83K+ 11.98% |
$704K - $829K
|
35.8K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.79KNew |
$695K - $819K
|
3.79K
$901K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
3.53KNew |
$648K - $763K
|
3.53K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.52K+ 118.59% |
$646K - $761K
|
6.49K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.5K+ 5.42% |
$643K - $757K
|
68.1K
$16.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.44K+ 101.12% |
$631K - $742K
|
6.83K
$1.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.43K+ 5.51% |
$629K - $741K
|
65.6K
$15.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.38K+ 8.3% |
$620K - $731K
|
44.1K
$10.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.29KNew |
$603K - $710K
|
3.29K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.24K+ 4.25% |
$595K - $700K
|
79.5K
$18.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.24K+ 36.8% |
$594K - $699K
|
12K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.23K+ 6.89% |
$593K - $698K
|
50.1K
$11.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.01K+ 12052.0% |
$553K - $651K
|
3.04K
$723K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
3.01K+ 5.14% |
$552K - $650K
|
61.5K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
3K+ 11.86% |
$551K - $649K
|
28.3K
$6.74M
|