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 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
216New |
$39.6K - $46.7K
|
216
$51.4K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
204+ 0.09% |
$37.4K - $44.1K
|
232K
$55.3M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 93.66% |
$35.2K - $41.5K
|
397
$94.5K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
184New |
$33.8K - $39.8K
|
184
$43.8K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
182New |
$33.4K - $39.3K
|
182
$43.3K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
181New |
$33.2K - $39.1K
|
181
$43.1K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
180+ 6.89% |
$33K - $38.9K
|
2.79K
$665K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
153+ 12.8% |
$28.1K - $33.1K
|
1.35K
$321K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
149+ 3.83% |
$27.4K - $32.2K
|
4.04K
$960K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
149+ 11.81% |
$27.4K - $32.2K
|
1.41K
$336K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
139+ 1.16% |
$25.5K - $30K
|
12.2K
$2.9M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
129+ 3.32% |
$23.7K - $27.9K
|
4.02K
$956K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
127New |
$23.3K - $27.5K
|
127
$30.2K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
126+ 4.67% |
$23.1K - $27.2K
|
2.83K
$672K
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
122+ 8.76% |
$22.4K - $26.4K
|
1.52K
$361K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
104+ 2.14% |
$19.1K - $22.5K
|
4.96K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$18.4K - $21.6K
|
100
$23.8K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
99+ 7.82% |
$18.2K - $21.4K
|
1.37K
$325K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
97+ 1077.78% |
$17.8K - $21K
|
106
$25.2K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
95+ 339.29% |
$17.4K - $20.5K
|
123
$29.3K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
93+ 0.75% |
$17.1K - $20.1K
|
12.6K
$2.99M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
87+ 0.64% |
$16K - $18.8K
|
13.7K
$3.26M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.67% |
$15.6K - $18.4K
|
12.7K
$3.02M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
83+ 84.69% |
$15.2K - $17.9K
|
181
$43.1K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
76+ 2.63% |
$14K - $16.4K
|
2.97K
$707K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
69+ 1.88% |
$12.7K - $14.9K
|
3.75K
$892K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
68New |
$12.5K - $14.7K
|
68
$16.2K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
67+ 4.86% |
$12.3K - $14.5K
|
1.45K
$344K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
59New |
$10.8K - $12.8K
|
59
$14K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
57+ 5700.0% |
$10.5K - $12.3K
|
58
$13.8K
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
45+ 2.8% |
$8.26K - $9.73K
|
1.65K
$393K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
43New |
$7.89K - $9.29K
|
43
$10.2K
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
36New |
$6.61K - $7.78K
|
36
$8.57K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
31New |
$5.69K - $6.7K
|
31
$7.38K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
17New |
$3.12K - $3.67K
|
17
$4.05K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.1% |
$1.84K - $2.16K
|
10.4K
$2.47M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9+ 0.06% |
$1.65K - $1.95K
|
13.9K
$3.31M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8New |
$1.47K - $1.73K
|
8
$1.9K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.09% |
$1.28K - $1.51K
|
7.41K
$1.76M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7+ 0.31% |
$1.28K - $1.51K
|
2.29K
$545K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5New |
$918 - $1.08K
|
5
$1.19K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.35% |
$918 - $1.08K
|
1.42K
$337K
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4+ 0.39% |
$734 - $865
|
1.03K
$245K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$551 - $648
|
2.56K
$609K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.9% |
$367 - $432
|
71
$16.9K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
2+ 0.08% |
$367 - $432
|
2.48K
$590K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.07% |
$367 - $432
|
2.71K
$644K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.21% |
$367 - $432
|
970
$231K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$367 - $432
|
3.9K
$927K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.11% |
$367 - $432
|
1.81K
$432K
|