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 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.28K+ 66.75% |
$428K - $563K
|
5.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.2K+ 8800.0% |
$413K - $542K
|
2.23K
$613K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 246.21% |
$402K - $528K
|
3.01K
$830K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.1K+ 5.59% |
$394K - $517K
|
39.6K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2K+ 5.78% |
$375K - $493K
|
36.6K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.97K+ 10.61% |
$369K - $485K
|
20.5K
$5.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.96K+ 3.2% |
$368K - $483K
|
63.1K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.88K+ 102.67% |
$353K - $464K
|
3.72K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.86K+ 1.83% |
$349K - $459K
|
104K
$28.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.85KNew |
$347K - $457K
|
1.85K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.82K+ 9.68% |
$341K - $448K
|
20.6K
$5.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$337K - $443K
|
1.8K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.73K+ 0.88% |
$324K - $426K
|
198K
$54.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.68KNew |
$314K - $413K
|
1.68K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 20.41% |
$314K - $412K
|
9.87K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 18.02% |
$308K - $405K
|
10.8K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.63K+ 11.93% |
$305K - $401K
|
15.3K
$4.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.55K+ 5.84% |
$290K - $381K
|
28K
$7.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.53KNew |
$286K - $376K
|
1.53K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.49K+ 38.08% |
$280K - $368K
|
5.41K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.48K+ 4.98% |
$277K - $365K
|
31.2K
$8.6M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.47K+ 43.66% |
$276K - $363K
|
4.85K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.46K+ 5.93% |
$274K - $360K
|
26.1K
$7.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.42K+ 3.88% |
$266K - $350K
|
38K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4KNew |
$263K - $346K
|
1.4K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.36K+ 2.81% |
$255K - $335K
|
49.8K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 19.09% |
$251K - $329K
|
8.33K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.32KNew |
$248K - $326K
|
1.32K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 31.79% |
$243K - $319K
|
5.37K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.29K+ 4.58% |
$242K - $318K
|
29.4K
$8.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.27K+ 3.72% |
$239K - $314K
|
35.5K
$9.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.27KNew |
$238K - $313K
|
1.27K
$350K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.26K+ 28.92% |
$236K - $310K
|
5.6K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.22KNew |
$229K - $301K
|
1.22K
$336K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$228K - $300K
|
1.22K
$335K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.19KNew |
$223K - $293K
|
1.19K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.14KNew |
$213K - $281K
|
1.14K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.13KNew |
$212K - $279K
|
1.13K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.12KNew |
$210K - $277K
|
1.12K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$209K - $274K
|
1.11K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.11K+ 73.75% |
$208K - $274K
|
2.62K
$721K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11KNew |
$207K - $273K
|
1.11K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.1KNew |
$206K - $271K
|
1.1K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 5.38% |
$205K - $269K
|
21.4K
$5.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.09K+ 5.44% |
$204K - $268K
|
21.1K
$5.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.05KNew |
$197K - $260K
|
1.05K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.05K+ 27.01% |
$197K - $259K
|
4.94K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
1K+ 4.93% |
$188K - $247K
|
21.3K
$5.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
997+ 19.02% |
$187K - $246K
|
6.24K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
983New |
$184K - $242K
|
983
$271K
|