Purchases and Sales Made in Q2 2024 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 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 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.02K
New
$188K - $221K
1.02K $244K
Jul 12, 2024 Q2 2024
Northwest Quadrant Wealth Management, LLC

BUY
 -
1.02K
New
$188K - $221K
1.02K $243K
Aug 09, 2024 Q2 2024
Absolute Capital Management, LLC

BUY
 -
1.02K
New
$186K - $219K
1.02K $242K
Aug 14, 2024 Q2 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.01K
New
$186K - $219K
1.01K $241K
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.01K
New
$185K - $217K
1.01K $239K
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
999
New
$183K - $216K
999 $238K
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
995
New
$183K - $215K
995 $237K
Aug 12, 2024 Q2 2024
Financial Council Asset Management Inc

BUY
 -
984
New
$181K - $213K
984 $234K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
972
+ 6.71%
$178K - $210K
15.5K $3.68M
Jul 09, 2024 Q2 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
966
New
$177K - $209K
966 $230K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
955
+ 45.28%
$175K - $206K
3.06K $729K
Jul 30, 2024 Q2 2024
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
946
New
$174K - $204K
946 $225K
Jul 16, 2024 Q2 2024
Future Financial Wealth Managment LLC

BUY
 -
926
+ 4.96%
$170K - $200K
19.6K $4.66M
Jul 29, 2024 Q2 2024
Blue Chip Partners, Inc.

BUY
 -
801
New
$147K - $173K
801 $191K
Jul 15, 2024 Q2 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
799
+ 19.56%
$147K - $173K
4.88K $1.16M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
790
+ 8.58%
$145K - $171K
10K $2.38M
Jul 22, 2024 Q2 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
770
+ 8.5%
$141K - $166K
9.83K $2.34M
Aug 13, 2024 Q2 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
753
+ 5.83%
$138K - $163K
13.7K $3.25M
Aug 12, 2024 Q2 2024
Citigroup Inc

BUY
 -
708
+ 502.13%
$130K - $153K
849 $202K
Aug 01, 2024 Q2 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
702
New
$129K - $152K
702 $167K
Jul 26, 2024 Q2 2024
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
690
+ 51.38%
$127K - $149K
2.03K $484K
Jul 26, 2024 Q2 2024
Beacon Financial Advisory LLC

BUY
 -
660
+ 37.76%
$121K - $143K
2.41K $573K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
622
+ 5.46%
$114K - $134K
12K $2.86M
Aug 12, 2024 Q2 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
608
+ 1.69%
$112K - $131K
36.6K $8.71M
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
581
+ 3.11%
$107K - $126K
19.3K $4.58M
Aug 12, 2024 Q2 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
578
+ 0.56%
$106K - $125K
104K $24.7M
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
570
New
$105K - $123K
570 $136K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
525
+ 17.16%
$96.4K - $113K
3.58K $853K
Jul 23, 2024 Q2 2024
Horst & Graben Wealth Management LLC

BUY
 -
521
+ 0.58%
$95.6K - $113K
90.1K $21.4M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
490
+ 15.86%
$89.9K - $106K
3.58K $852K
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
484
+ 1.16%
$88.8K - $105K
42.2K $10M
Jul 22, 2024 Q2 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
467
+ 6.43%
$85.7K - $101K
7.73K $1.84M
Aug 09, 2024 Q2 2024
Belvedere Trading LLC

BUY
 -
444
New
$81.5K - $96K
444 $106K
Aug 07, 2024 Q2 2024
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
434
+ 1.11%
$79.7K - $93.8K
39.7K $9.45M
Nov 01, 2024 Q2 2024
Belvedere Trading LLC

BUY
 -
416
+ 1485.71%
$76.4K - $89.9K
444 $106K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
364
+ 3.46%
$66.8K - $78.7K
10.9K $2.59M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
356
+ 6.58%
$65.3K - $76.9K
5.77K $1.37M
Jul 25, 2024 Q2 2024
Simplex Trading, LLC

BUY
 -
325
New
$59.7K - $70.2K
325 $77.3K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
311
New
$57.1K - $67.2K
311 $74K
Aug 12, 2024 Q2 2024
Concorde Asset Management, LLC

BUY
 -
305
+ 21.22%
$56K - $65.9K
1.74K $415K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
297
New
$54.5K - $64.2K
297 $70.7K
Jul 11, 2024 Q2 2024
Wbh Advisory Inc

BUY
 -
281
+ 6.49%
$51.6K - $60.7K
4.61K $1.1M
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
269
New
$49.4K - $58.1K
269 $64K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
263
+ 5.25%
$48.3K - $56.8K
5.28K $1.26M
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
257
+ 2.4%
$47.2K - $55.6K
11K $2.61M
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
256
+ 63.21%
$47K - $55.3K
661 $157K
Sep 30, 2024 Q2 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
255
New
$46.8K - $55.1K
255 $60.7K
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
229
+ 3.25%
$42K - $49.5K
7.28K $1.73M
Aug 13, 2024 Q2 2024
Prospera Financial Services Inc

BUY
 -
222
+ 15.7%
$40.8K - $48K
1.64K $389K

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