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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-139- 0.68% |
$25.5K - $30K
|
20.2K
$4.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-148- 1.92% |
$27.2K - $32K
|
7.57K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-153- 1.8% |
$28.1K - $33.1K
|
8.35K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 9.34% |
$29.6K - $34.8K
|
1.56K
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-180- 53.57% |
$33K - $38.9K
|
156
$37.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-190- 7.02% |
$34.9K - $41.1K
|
2.52K
$601K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-195- 5.77% |
$35.8K - $42.1K
|
3.18K
$760K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-200- 11.56% |
$36.7K - $43.2K
|
1.53K
$365K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-208- 11.26% |
$38.2K - $45K
|
1.64K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-223- 8.9% |
$40.9K - $48.2K
|
2.28K
$545K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-241- 17.0% |
$44.2K - $52.1K
|
1.18K
$281K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-253- 9.29% |
$46.4K - $54.7K
|
2.47K
$590K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-259- 7.75% |
$47.5K - $56K
|
3.08K
$737K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-261- 2.29% |
$47.9K - $56.4K
|
11.1K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-282- 11.71% |
$51.8K - $61K
|
2.13K
$508K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-283- 5.1% |
$51.9K - $61.2K
|
5.26K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-302- 4.39% |
$55.4K - $65.3K
|
6.58K
$1.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-307- 2.46% |
$56.4K - $66.4K
|
12.2K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-308- 3.07% |
$56.5K - $66.6K
|
9.71K
$2.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-326- 6.6% |
$59.8K - $70.5K
|
4.61K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-345- 19.4% |
$63.3K - $74.6K
|
1.43K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-359- 1.05% |
$65.9K - $77.6K
|
33.8K
$8.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-430- 6.32% |
$78.9K - $92.9K
|
6.38K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-476- 1.33% |
$87.4K - $103K
|
35.4K
$8.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-539- 2.21% |
$98.9K - $117K
|
23.8K
$5.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-627- 20.27% |
$115K - $136K
|
2.47K
$589K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-682- 3.17% |
$125K - $147K
|
20.9K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-684- 1.2% |
$126K - $148K
|
56.3K
$13.4M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-688- 14.14% |
$126K - $149K
|
4.18K
$998K
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-724- 4.51% |
$133K - $156K
|
15.3K
$3.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-750- 27.39% |
$138K - $162K
|
1.99K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-784Closed |
$144K - $169K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-787- 20.68% |
$144K - $170K
|
3.02K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-830- 0.34% |
$152K - $179K
|
242K
$57.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-853- 4.36% |
$157K - $184K
|
18.7K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-885- 1.25% |
$162K - $191K
|
69.7K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-918- 1.46% |
$169K - $198K
|
62.2K
$14.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-939- 17.6% |
$172K - $203K
|
4.4K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-980- 35.75% |
$180K - $212K
|
1.76K
$421K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.02K- 6.86% |
$188K - $221K
|
13.9K
$3.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.08K- 1.13% |
$197K - $232K
|
93.9K
$22.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-1.09K- 34.19% |
$201K - $236K
|
2.11K
$503K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.12K- 3.72% |
$206K - $243K
|
29K
$6.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.14K- 1.88% |
$210K - $247K
|
59.8K
$14.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.17K- 1.69% |
$214K - $252K
|
67.7K
$16.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.19K- 6.82% |
$219K - $258K
|
16.3K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.27K- 83.68% |
$233K - $275K
|
248
$59.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.32K- 0.38% |
$241K - $284K
|
345K
$82.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.39K- 5.91% |
$255K - $301K
|
22.2K
$5.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.42K- 86.19% |
$261K - $308K
|
228
$54.5K
|