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 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.1% |
$184 - $216
|
957
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1+ 0.09% |
$184 - $216
|
1.18K
$280K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1+ 0.07% |
$184 - $216
|
1.43K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
1+ 0.07% |
$184 - $216
|
1.42K
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$184 - $216
|
1.67K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.36% |
$184 - $216
|
276
$65.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.07% |
$184 - $216
|
1.53K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.06% |
$184 - $216
|
1.65K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.03% |
$184 - $216
|
3.83K
$911K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2- 0.15% |
$367 - $432
|
1.32K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.15% |
$734 - $865
|
2.66K
$633K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.35% |
$1.1K - $1.3K
|
1.72K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6- 0.45% |
$1.1K - $1.3K
|
1.33K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-6- 0.08% |
$1.1K - $1.3K
|
7.31K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-9- 0.2% |
$1.65K - $1.95K
|
4.53K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10- 0.59% |
$1.84K - $2.16K
|
1.68K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 1.01% |
$2.2K - $2.59K
|
1.18K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-14- 1.08% |
$2.57K - $3.03K
|
1.28K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-14- 0.62% |
$2.57K - $3.03K
|
2.26K
$537K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-15- 6.67% |
$2.75K - $3.24K
|
210
$50K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-18- 4.48% |
$3.3K - $3.89K
|
384
$91.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-18- 0.22% |
$3.3K - $3.89K
|
8.3K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.29% |
$3.67K - $4.32K
|
6.91K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20- 1.82% |
$3.67K - $4.32K
|
1.08K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-28- 1.33% |
$5.14K - $6.05K
|
2.08K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-33- 1.88% |
$6.06K - $7.13K
|
1.72K
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-45- 4.3% |
$8.26K - $9.73K
|
1K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-47- 3.07% |
$8.63K - $10.2K
|
1.48K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-48- 10.62% |
$8.81K - $10.4K
|
404
$96.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-52- 1.23% |
$9.55K - $11.2K
|
4.16K
$991K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-54- 1.3% |
$9.91K - $11.7K
|
4.08K
$972K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-55- 1.18% |
$10.1K - $11.9K
|
4.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-60- 2.03% |
$11K - $13K
|
2.9K
$689K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-62- 1.78% |
$11.4K - $13.4K
|
3.42K
$814K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-65- 1.28% |
$11.9K - $14K
|
5.02K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-66- 3.72% |
$12.1K - $14.3K
|
1.71K
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-66- 2.34% |
$12.1K - $14.3K
|
2.76K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-75- 0.54% |
$13.8K - $16.2K
|
13.9K
$3.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 2.55% |
$13.8K - $16.2K
|
2.87K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-75- 2.2% |
$13.8K - $16.2K
|
3.34K
$794K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-79- 12.91% |
$14.5K - $17.1K
|
533
$127K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-79- 3.72% |
$14.5K - $17.1K
|
2.04K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-81- 3.25% |
$14.9K - $17.5K
|
2.41K
$574K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-83- 3.69% |
$15.2K - $17.9K
|
2.17K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-95- 0.05% |
$17.4K - $20.5K
|
200K
$47.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 45.87% |
$18.4K - $21.6K
|
118
$28.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-103- 3.59% |
$18.9K - $22.3K
|
2.76K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-123- 10.68% |
$22.6K - $26.6K
|
1.03K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-129- 0.54% |
$23.7K - $27.9K
|
23.8K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-139- 0.68% |
$25.5K - $30K
|
20.2K
$4.81M
|