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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.64KNew |
$1.81M - $2.38M
|
9.64K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.63K+ 54.37% |
$1.81M - $2.37M
|
27.3K
$7.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
8.94KNew |
$1.68M - $2.2M
|
8.94K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
8.19K+ 138.47% |
$1.54M - $2.02M
|
14.1K
$3.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.71K+ 4.98% |
$1.45M - $1.9M
|
163K
$44.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
7.6KNew |
$1.43M - $1.87M
|
7.6K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.4K+ 6.44% |
$1.39M - $1.82M
|
122K
$33.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.13KNew |
$1.34M - $1.76M
|
7.13K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.03KNew |
$1.32M - $1.73M
|
7.03K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.13K+ 91.63% |
$1.15M - $1.51M
|
12.8K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.09KNew |
$1.14M - $1.5M
|
6.09K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 4.43% |
$1.13M - $1.49M
|
143K
$39.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6K+ 73.07% |
$1.13M - $1.48M
|
14.2K
$3.92M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.92K+ 97.16% |
$1.11M - $1.46M
|
12K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
5.74K+ 10.27% |
$1.08M - $1.41M
|
61.6K
$17M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5.47K+ 7.94% |
$1.03M - $1.35M
|
74.3K
$20.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.46K+ 108.25% |
$1.02M - $1.35M
|
10.5K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.27K+ 224.25% |
$989K - $1.3M
|
7.62K
$2.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
5.21K+ 7.19% |
$978K - $1.29M
|
77.8K
$21.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.85K+ 17.97% |
$910K - $1.2M
|
31.9K
$8.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.58KNew |
$859K - $1.13M
|
4.58K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.51K+ 8.31% |
$846K - $1.11M
|
58.8K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.34K+ 177.21% |
$813K - $1.07M
|
6.79K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.26K+ 7.88% |
$799K - $1.05M
|
58.4K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.16K+ 146.32% |
$779K - $1.02M
|
7K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.89K+ 24.69% |
$730K - $960K
|
19.7K
$5.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.79K+ 3.37% |
$711K - $934K
|
116K
$32M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.75KNew |
$704K - $925K
|
3.75K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.53K+ 8.12% |
$662K - $870K
|
47K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.42K+ 14.81% |
$640K - $842K
|
26.5K
$7.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.34K+ 68.61% |
$626K - $823K
|
8.2K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.33KNew |
$624K - $821K
|
3.33K
$918K
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3.32K+ 4.15% |
$623K - $819K
|
83.3K
$23M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.25KNew |
$609K - $801K
|
3.25K
$896K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.2KNew |
$601K - $790K
|
3.2K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.2K+ 13.7% |
$600K - $789K
|
26.6K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.2K+ 15.62% |
$599K - $788K
|
23.7K
$6.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.01K+ 2.97% |
$563K - $741K
|
104K
$28.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99K+ 128.14% |
$561K - $738K
|
5.33K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.93K+ 18.9% |
$550K - $723K
|
18.4K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.84KNew |
$532K - $700K
|
2.84K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
2.83K+ 38.68% |
$530K - $697K
|
10.1K
$2.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.71KNew |
$508K - $668K
|
2.71K
$747K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.71K+ 73.51% |
$507K - $667K
|
6.39K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.59K+ 215.27% |
$486K - $639K
|
3.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.43K+ 113.65% |
$456K - $599K
|
4.57K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.42K+ 32.35% |
$454K - $596K
|
9.9K
$2.73M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.42KNew |
$453K - $596K
|
2.42K
$667K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.33K+ 14.34% |
$437K - $574K
|
18.6K
$5.12M
|