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
$150M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.9K+ 97.52% |
$10.5M - $13.8M
|
113K
$28.9M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
45.5K+ 20.17% |
$8.54M - $11.2M
|
271K
$69.2M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44.5K+ 123.28% |
$8.34M - $11M
|
80.6K
$20.6M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
33.8KNew |
$6.33M - $8.32M
|
33.8K
$8.62M
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
24.9KNew |
$4.67M - $6.14M
|
24.9K
$6.36M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
23.4KNew |
$4.4M - $5.78M
|
23.4K
$5.99M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
21.4KNew |
$4.01M - $5.27M
|
21.4K
$5.45M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
16K+ 11.03% |
$3.01M - $3.95M
|
161K
$41.2M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.5K+ 5.75% |
$2.53M - $3.33M
|
249K
$63.5M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.03KNew |
$1.32M - $1.73M
|
7.03K
$1.8M
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.63M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.63M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5.47K+ 7.94% |
$1.03M - $1.35M
|
74.3K
$19M
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.46K+ 108.25% |
$1.02M - $1.35M
|
10.5K
$2.68M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
5.21K+ 7.19% |
$978K - $1.29M
|
77.8K
$19.9M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.85K+ 17.97% |
$910K - $1.2M
|
31.9K
$8.13M
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.58KNew |
$859K - $1.13M
|
4.58K
$1.17M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.34K+ 177.21% |
$813K - $1.07M
|
6.79K
$1.73M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.16K+ 146.32% |
$779K - $1.02M
|
7K
$1.79M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.89K+ 24.69% |
$730K - $960K
|
19.7K
$5.02M
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.79K+ 3.37% |
$711K - $934K
|
116K
$29.7M
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3.32K+ 4.15% |
$623K - $819K
|
83.3K
$21.3M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.25KNew |
$609K - $801K
|
3.25K
$830K
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.01K+ 2.97% |
$563K - $741K
|
104K
$26.6M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99K+ 128.14% |
$561K - $738K
|
5.33K
$1.36M
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
2.83K+ 38.68% |
$530K - $697K
|
10.1K
$2.59M
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.59K+ 215.27% |
$486K - $639K
|
3.8K
$970K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.42K+ 32.35% |
$454K - $596K
|
9.9K
$2.53M
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.28K+ 66.75% |
$428K - $563K
|
5.7K
$1.46M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 246.21% |
$402K - $528K
|
3.01K
$769K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 5.59% |
$394K - $517K
|
39.6K
$10.1M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 10.61% |
$369K - $485K
|
20.5K
$5.24M
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.88K+ 102.67% |
$353K - $464K
|
3.72K
$949K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.86K+ 1.83% |
$349K - $459K
|
104K
$26.5M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.55K+ 5.84% |
$290K - $381K
|
28K
$7.15M
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.53KNew |
$286K - $376K
|
1.53K
$389K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.48K+ 4.98% |
$277K - $365K
|
31.2K
$7.96M
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.42K+ 3.88% |
$266K - $350K
|
38K
$9.7M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4KNew |
$263K - $346K
|
1.4K
$358K
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.36K+ 2.81% |
$255K - $335K
|
49.8K
$12.7M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 19.09% |
$251K - $329K
|
8.33K
$2.13M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.29K+ 4.58% |
$242K - $318K
|
29.4K
$7.52M
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.27K+ 3.72% |
$239K - $314K
|
35.5K
$9.08M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.13KNew |
$212K - $279K
|
1.13K
$289K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.12KNew |
$210K - $277K
|
1.12K
$287K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$209K - $274K
|
1.11K
$284K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 5.38% |
$205K - $269K
|
21.4K
$5.46M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.09K+ 5.44% |
$204K - $268K
|
21.1K
$5.38M
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
971+ 2.68% |
$182K - $239K
|
37.3K
$9.51M
|