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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 51.5% |
$551K - $649K
|
8.83K
$2.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.93KNew |
$537K - $632K
|
2.93K
$696K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.86KNew |
$525K - $619K
|
2.86K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.82K+ 885.85% |
$517K - $609K
|
3.14K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.8K+ 33.71% |
$514K - $605K
|
11.1K
$2.64M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.7KNew |
$495K - $583K
|
2.7K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.64KNew |
$485K - $571K
|
2.64K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.44K+ 5.19% |
$447K - $527K
|
49.4K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
2.4KNew |
$441K - $519K
|
2.4K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.38K+ 40.2% |
$438K - $515K
|
8.32K
$1.98M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.22KNew |
$408K - $480K
|
2.22K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.2K+ 21.54% |
$404K - $476K
|
12.4K
$2.96M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2.13KNew |
$390K - $459K
|
2.13K
$506K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.09K+ 49.99% |
$383K - $451K
|
6.26K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.07K+ 8.38% |
$380K - $447K
|
26.8K
$6.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 9.26% |
$357K - $421K
|
23K
$5.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.93K+ 135.15% |
$354K - $417K
|
3.36K
$799K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.92K+ 4.24% |
$353K - $415K
|
47.2K
$11.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.91K+ 14.62% |
$351K - $414K
|
15K
$3.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.79KNew |
$328K - $386K
|
1.79K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 5.71% |
$327K - $385K
|
33K
$7.84M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.69KNew |
$310K - $366K
|
1.69K
$402K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.63KNew |
$299K - $352K
|
1.63K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
1.6K+ 36.36% |
$294K - $346K
|
6K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6KNew |
$293K - $345K
|
1.6K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.58K+ 31.52% |
$290K - $342K
|
6.59K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.56KNew |
$286K - $337K
|
1.56K
$371K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.51KNew |
$278K - $327K
|
1.51K
$360K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.51K+ 124.28% |
$276K - $325K
|
2.72K
$646K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.49K+ 3.28% |
$273K - $322K
|
46.9K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.49KNew |
$273K - $322K
|
1.49K
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.44KNew |
$265K - $312K
|
1.44K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.44KNew |
$265K - $312K
|
1.44K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.42KNew |
$260K - $306K
|
1.42K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.39KNew |
$254K - $300K
|
1.39K
$330K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.37K+ 7.74% |
$252K - $297K
|
19.1K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.36K+ 8.83% |
$250K - $295K
|
16.8K
$4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
1.34KNew |
$245K - $289K
|
1.34K
$318K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.26K+ 23.89% |
$232K - $273K
|
6.56K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$230K - $271K
|
1.26K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.24K+ 28.59% |
$227K - $268K
|
5.57K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.22K+ 8.69% |
$224K - $263K
|
15.2K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.15KNew |
$211K - $249K
|
1.15K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 26.86% |
$210K - $247K
|
5.41K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.12K+ 50.43% |
$205K - $242K
|
3.34K
$794K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.1K+ 9.94% |
$202K - $238K
|
12.2K
$2.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.09KNew |
$200K - $235K
|
1.09K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.05K+ 20.69% |
$193K - $227K
|
6.12K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.05K+ 39.41% |
$193K - $227K
|
3.71K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.03K+ 71.69% |
$190K - $223K
|
2.47K
$589K
|