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 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-45- 3.01% |
$8.44K - $11.1K
|
1.45K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-51- 2.7% |
$9.56K - $12.6K
|
1.84K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-53- 0.95% |
$9.94K - $13.1K
|
5.55K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-55- 3.42% |
$10.3K - $13.6K
|
1.55K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-56- 0.73% |
$10.5K - $13.8K
|
7.64K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-58- 0.28% |
$10.9K - $14.3K
|
21K
$5.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-59- 9.42% |
$11.1K - $14.5K
|
567
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-60- 26.55% |
$11.3K - $14.8K
|
166
$45.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-62- 3.02% |
$11.6K - $15.3K
|
1.99K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-65- 1.88% |
$12.2K - $16K
|
3.39K
$936K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-73- 3.48% |
$13.7K - $18K
|
2.02K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-76- 50.0% |
$14.3K - $18.7K
|
76
$21K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-90- 11.02% |
$16.9K - $22.2K
|
727
$200K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-90- 1.18% |
$16.9K - $22.2K
|
7.56K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 0.42% |
$17.1K - $22.4K
|
21.4K
$5.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-92- 4.34% |
$17.3K - $22.7K
|
2.03K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-93- 0.42% |
$17.4K - $22.9K
|
22K
$6.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-95- 1.2% |
$17.8K - $23.4K
|
7.82K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-103- 9.94% |
$19.3K - $25.4K
|
933
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-107- 1.45% |
$20.1K - $26.4K
|
7.27K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110- 10.93% |
$20.6K - $27.1K
|
896
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 0.61% |
$20.8K - $27.4K
|
17.9K
$4.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-122- 5.97% |
$22.9K - $30.1K
|
1.92K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-125- 1.5% |
$23.4K - $30.8K
|
8.22K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-130- 0.17% |
$24.4K - $32K
|
76.2K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-133- 1.93% |
$24.9K - $32.8K
|
6.77K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 10.81% |
$25.3K - $33.3K
|
1.11K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-147- 14.01% |
$27.6K - $36.2K
|
902
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-147- 0.88% |
$27.6K - $36.2K
|
16.6K
$4.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-152- 0.37% |
$28.5K - $37.5K
|
41.4K
$11.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-153- 0.99% |
$28.7K - $37.7K
|
15.3K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-174- 10.62% |
$32.6K - $42.9K
|
1.47K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-194- 2.02% |
$36.4K - $47.8K
|
9.42K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-199- 5.85% |
$37.3K - $49.1K
|
3.2K
$882K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-213- 5.52% |
$39.9K - $52.5K
|
3.64K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-215- 98.17% |
$40.3K - $53K
|
4
$1.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-215- 9.99% |
$40.3K - $53K
|
1.94K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-223- 15.75% |
$41.8K - $55K
|
1.19K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-242- 6.86% |
$45.4K - $59.7K
|
3.29K
$906K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-246- 2.43% |
$46.1K - $60.6K
|
9.89K
$2.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-264- 3.0% |
$49.5K - $65.1K
|
8.53K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-275- 8.83% |
$51.6K - $67.8K
|
2.84K
$782K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-286- 2.46% |
$53.6K - $70.5K
|
11.3K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-296- 18.06% |
$55.5K - $73K
|
1.34K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-296- 16.4% |
$55.5K - $73K
|
1.51K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-302- 37.7% |
$56.6K - $74.4K
|
499
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-303- 1.83% |
$56.8K - $74.7K
|
16.2K
$4.47M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-306- 14.04% |
$57.4K - $75.4K
|
1.87K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-315- 5.59% |
$59.1K - $77.7K
|
5.32K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-325- 2.22% |
$60.9K - $80.1K
|
14.3K
$3.95M
|