Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
586KNew |
$110M - $145M
|
586K
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
323KNew |
$60.5M - $79.5M
|
323K
$88.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
318K+ 87.99% |
$59.6M - $78.3M
|
679K
$187M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
150KNew |
$28.1M - $37M
|
150K
$41.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.2K+ 29.29% |
$16M - $21M
|
376K
$104M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
72.3K+ 1.2% |
$13.5M - $17.8M
|
6.1M
$1.68B
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70.5K+ 142.17% |
$13.2M - $17.4M
|
120K
$33.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.8K+ 5.3% |
$12.2M - $16M
|
1.29M
$355M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.9K+ 97.52% |
$10.5M - $13.8M
|
113K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
53.1K+ 145.54% |
$9.96M - $13.1M
|
89.6K
$24.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
51.6KNew |
$9.68M - $12.7M
|
51.6K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
45.5K+ 20.17% |
$8.54M - $11.2M
|
271K
$74.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.5K+ 123.28% |
$8.34M - $11M
|
80.6K
$22.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
38.6K+ 1458.78% |
$7.25M - $9.53M
|
41.3K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
34KNew |
$6.37M - $8.37M
|
34K
$9.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
33.8KNew |
$6.33M - $8.32M
|
33.8K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
33.2KNew |
$6.23M - $8.19M
|
33.2K
$9.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.4K+ 3401.89% |
$6.08M - $7.99M
|
33.4K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
32K+ 6.98% |
$6.01M - $7.9M
|
491K
$135M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
31.8KNew |
$5.96M - $7.83M
|
31.8K
$8.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
31.6K+ 7.61% |
$5.93M - $7.8M
|
447K
$123M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
28.3K+ 4.72% |
$5.31M - $6.98M
|
628K
$173M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
26KNew |
$4.88M - $6.42M
|
26K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.2K+ 5.24% |
$4.72M - $6.21M
|
506K
$139M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
24.9KNew |
$4.67M - $6.14M
|
24.9K
$6.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
24.9KNew |
$4.67M - $6.13M
|
24.9K
$6.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.4KNew |
$4.58M - $6.03M
|
24.4K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.6K+ 31.63% |
$4.43M - $5.82M
|
98.3K
$27.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
23.4KNew |
$4.4M - $5.78M
|
23.4K
$6.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
21.4KNew |
$4.01M - $5.27M
|
21.4K
$5.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
20.6K+ 28.02% |
$3.86M - $5.07M
|
94K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 0.91% |
$3.75M - $4.92M
|
2.21M
$609M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$3.63M - $4.77M
|
19.3K
$5.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
17.3K+ 26.21% |
$3.25M - $4.27M
|
83.4K
$23M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.3K+ 7.96% |
$3.24M - $4.26M
|
235K
$64.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
16K+ 11.03% |
$3.01M - $3.95M
|
161K
$44.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.9KNew |
$2.97M - $3.91M
|
15.9K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.1K+ 12.43% |
$2.82M - $3.71M
|
136K
$37.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 0.64% |
$2.62M - $3.45M
|
2.2M
$606M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.5K+ 5.75% |
$2.53M - $3.33M
|
249K
$68.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.3K+ 12.88% |
$2.49M - $3.27M
|
116K
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 7.69% |
$2.42M - $3.19M
|
181K
$49.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 15.27% |
$2.35M - $3.08M
|
94.4K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 12.62% |
$2.35M - $3.08M
|
112K
$30.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
12.4KNew |
$2.33M - $3.07M
|
12.4K
$3.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 9.38% |
$2.3M - $3.02M
|
143K
$39.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.6K+ 109.94% |
$2.18M - $2.86M
|
22.2K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.4K+ 654.74% |
$2.14M - $2.81M
|
13.1K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 13.9% |
$2.07M - $2.72M
|
90.4K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
10.5K+ 15.37% |
$1.97M - $2.6M
|
79.1K
$21.8M
|