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 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.74K- 1.41% |
$326K - $429K
|
121K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.98K- 9.37% |
$371K - $488K
|
19.2K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.02K- 3.17% |
$379K - $499K
|
61.7K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 16.2% |
$387K - $508K
|
10.7K
$2.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.07K- 9.75% |
$387K - $509K
|
19.1K
$5.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.1K- 15.41% |
$394K - $518K
|
11.5K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.11K- 25.93% |
$396K - $520K
|
6.03K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.15K- 3.65% |
$403K - $529K
|
56.6K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.16K- 1.38% |
$404K - $532K
|
154K
$42.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.16K- 8.6% |
$406K - $533K
|
23K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.2K- 80.87% |
$413K - $543K
|
521
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.39K- 38.8% |
$447K - $588K
|
3.76K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 4.86% |
$450K - $591K
|
46.9K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.52K- 14.39% |
$472K - $621K
|
15K
$4.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.63K- 5.5% |
$494K - $649K
|
45.2K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-2.82K- 15.07% |
$530K - $696K
|
15.9K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.79K- 33.82% |
$710K - $934K
|
7.41K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.85K- 1.97% |
$722K - $949K
|
192K
$52.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 8.4% |
$725K - $954K
|
42.2K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.93K- 22.51% |
$737K - $969K
|
13.5K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.28K- 4.78% |
$802K - $1.05M
|
85.2K
$23.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.38K- 0.92% |
$822K - $1.08M
|
474K
$131M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-4.44K- 47.21% |
$833K - $1.09M
|
4.96K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 9.89% |
$878K - $1.15M
|
42.7K
$11.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.7K- 66.33% |
$880K - $1.16M
|
2.38K
$657K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.71K- 2.04% |
$883K - $1.16M
|
226K
$62.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.92K- 16.63% |
$923K - $1.21M
|
24.7K
$6.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.4K- 12.17% |
$1.01M - $1.33M
|
39K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.88K- 2.17% |
$1.1M - $1.45M
|
265K
$73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.46K- 0.27% |
$1.21M - $1.59M
|
2.41M
$664M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.21K- 12.07% |
$1.35M - $1.78M
|
52.5K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.59K- 11.25% |
$1.42M - $1.87M
|
59.9K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.39K- 86.27% |
$1.57M - $2.07M
|
1.34K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.8K- 18.5% |
$1.84M - $2.42M
|
43.2K
$11.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.7K- 33.46% |
$2.01M - $2.65M
|
21.3K
$5.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.8K- 33.61% |
$2.02M - $2.65M
|
21.3K
$5.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1K- 2.69% |
$2.08M - $2.73M
|
401K
$110M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-11.1K- 60.56% |
$2.08M - $2.73M
|
7.22K
$1.99M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-11.2K- 10.88% |
$2.1M - $2.76M
|
91.6K
$25.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11.3K- 41.52% |
$2.12M - $2.79M
|
16K
$4.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-13K- 90.11% |
$2.43M - $3.19M
|
1.42K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.2K- 5.95% |
$2.85M - $3.74M
|
240K
$66.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 69.22% |
$3.1M - $4.08M
|
7.36K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 8.34% |
$3.2M - $4.21M
|
188K
$51.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.8K- 48.83% |
$3.91M - $5.14M
|
21.8K
$6.02M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-22.4K- 7.54% |
$4.21M - $5.53M
|
275K
$75.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-23.4K- 4.7% |
$4.39M - $5.77M
|
474K
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 72.99% |
$4.64M - $6.1M
|
9.15K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-28.6K- 7.01% |
$5.36M - $7.04M
|
379K
$104M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.1K- 5.81% |
$5.46M - $7.18M
|
472K
$130M
|