Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$1.55M - $1.8M
|
7.97K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.48KNew |
$1.46M - $1.69M
|
7.48K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.17KNew |
$1.4M - $1.62M
|
7.17K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.03K+ 1.89% |
$1.37M - $1.59M
|
379K
$90.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.08K+ 2.62% |
$1.18M - $1.37M
|
238K
$56.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.44K+ 219.73% |
$1.06M - $1.23M
|
7.91K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.35K+ 4.44% |
$1.04M - $1.21M
|
126K
$29.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.03K+ 7.67% |
$980K - $1.14M
|
70.7K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.02KNew |
$978K - $1.14M
|
5.02K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$950K - $1.1M
|
4.88K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.63K+ 369.94% |
$901K - $1.05M
|
5.88K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.6K+ 4.0% |
$895K - $1.04M
|
120K
$28.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.54K+ 51.44% |
$884K - $1.03M
|
13.4K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.44K+ 45.71% |
$864K - $1M
|
14.2K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.4K+ 5.53% |
$857K - $994K
|
83.9K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.24KNew |
$825K - $958K
|
4.24K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.22K+ 158.76% |
$822K - $954K
|
6.88K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.07KNew |
$793K - $921K
|
4.07K
$969K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.04K+ 86.25% |
$787K - $913K
|
8.73K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4K+ 37.35% |
$778K - $903K
|
14.7K
$3.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 7.56% |
$745K - $864K
|
54.4K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
3.81K+ 6.19% |
$741K - $860K
|
65.3K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.65K+ 10.52% |
$710K - $824K
|
38.3K
$9.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.56K+ 1.78% |
$693K - $804K
|
203K
$48.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 33.45% |
$661K - $768K
|
13.6K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.37K+ 0.22% |
$655K - $761K
|
1.52M
$362M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.35K+ 7.31% |
$652K - $757K
|
49.2K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.3K+ 6.97% |
$642K - $745K
|
50.7K
$12.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.24K+ 13.7% |
$630K - $731K
|
26.9K
$6.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.05K+ 22.22% |
$593K - $688K
|
16.8K
$3.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.88KNew |
$560K - $650K
|
2.88K
$685K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.85KNew |
$554K - $643K
|
2.85K
$677K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.74K+ 123.36% |
$534K - $619K
|
4.96K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.69KNew |
$524K - $608K
|
2.69K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.67KNew |
$519K - $602K
|
2.67K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.67K+ 6.05% |
$519K - $602K
|
46.8K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.59KNew |
$504K - $585K
|
2.59K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.58K+ 237.22% |
$502K - $583K
|
3.67K
$873K
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
2.58K+ 193.03% |
$502K - $582K
|
3.91K
$931K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.39KNew |
$466K - $541K
|
2.39K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.16K+ 16.9% |
$421K - $489K
|
15K
$3.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.15K+ 44.09% |
$419K - $487K
|
7.04K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.12KNew |
$413K - $480K
|
2.12K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 31.45% |
$404K - $468K
|
8.67K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.06KNew |
$401K - $465K
|
2.06K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.01KNew |
$392K - $455K
|
2.01K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.01K+ 3.24% |
$392K - $455K
|
64.2K
$15.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
2K+ 33.33% |
$389K - $452K
|
8K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$364K - $422K
|
1.87K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71K+ 115.17% |
$332K - $386K
|
3.19K
$759K
|