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 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
264+ 1.34% |
$49.5K - $65.1K
|
19.9K
$5.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
262+ 2.64% |
$49.1K - $64.6K
|
10.2K
$2.8M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
249+ 2.2% |
$46.7K - $61.4K
|
11.6K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
233+ 4.79% |
$43.7K - $57.4K
|
5.09K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
222+ 19.41% |
$41.6K - $54.7K
|
1.37K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
222+ 10.13% |
$41.6K - $54.7K
|
2.41K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
200+ 1.72% |
$37.5K - $49.3K
|
11.8K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
200+ 2.26% |
$37.5K - $49.3K
|
9.05K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
199+ 2.24% |
$37.3K - $49.1K
|
9.09K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
186+ 15.07% |
$34.9K - $45.9K
|
1.42K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
179+ 3.96% |
$33.6K - $44.1K
|
4.7K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
174+ 5.37% |
$32.6K - $42.9K
|
3.41K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
159+ 1.62% |
$29.8K - $39.2K
|
9.99K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
143New |
$26.8K - $35.3K
|
143
$39.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 18.83% |
$26.1K - $34.3K
|
877
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
137+ 11.06% |
$25.7K - $33.8K
|
1.38K
$379K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 1.53% |
$24.6K - $32.3K
|
8.7K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
118New |
$22.1K - $29.1K
|
118
$32.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
108+ 4.26% |
$20.3K - $26.6K
|
2.65K
$729K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$18.8K - $24.7K
|
100
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
95+ 2.9% |
$17.8K - $23.4K
|
3.38K
$930K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
94+ 3.7% |
$17.6K - $23.2K
|
2.63K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88+ 7.01% |
$16.5K - $21.7K
|
1.34K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
65+ 10.38% |
$12.2K - $16K
|
691
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
64+ 5.65% |
$12K - $15.8K
|
1.2K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
63New |
$11.8K - $15.5K
|
63
$17.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
56+ 3.69% |
$10.5K - $13.8K
|
1.57K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
54+ 3.02% |
$10.1K - $13.3K
|
1.84K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
45+ 1.13% |
$8.44K - $11.1K
|
4.03K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
41+ 1.48% |
$7.69K - $10.1K
|
2.81K
$775K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 4.19% |
$7.31K - $9.61K
|
970
$267K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
34+ 1.72% |
$6.38K - $8.38K
|
2.01K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.1% |
$4.88K - $6.41K
|
25.5K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.7% |
$4.69K - $6.16K
|
3.61K
$995K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
18+ 0.72% |
$3.38K - $4.44K
|
2.53K
$697K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
11New |
$2.06K - $2.71K
|
11
$3.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.36% |
$1.5K - $1.97K
|
2.21K
$608K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.1% |
$1.31K - $1.73K
|
7.2K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 36.84% |
$1.31K - $1.73K
|
26
$7.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.03% |
$1.31K - $1.73K
|
23.5K
$6.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.18% |
$938 - $1.23K
|
2.75K
$757K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4New |
$750 - $986
|
4
$1.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
4+ 0.35% |
$750 - $986
|
1.16K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 2.17% |
$563 - $740
|
141
$38.9K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$563 - $740
|
2.72K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3+ 0.11% |
$563 - $740
|
2.7K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.07% |
$375 - $493
|
2.78K
$766K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$375 - $493
|
2.27K
$625K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.12% |
$375 - $493
|
1.66K
$457K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.12% |
$375 - $493
|
1.66K
$458K
|