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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23- 1.35% |
$4.48K - $5.2K
|
1.68K
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26- 0.26% |
$5.06K - $5.88K
|
9.98K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-35- 10.77% |
$6.81K - $7.91K
|
290
$69K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-36- 0.26% |
$7.01K - $8.13K
|
13.7K
$3.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-51- 1.61% |
$9.93K - $11.5K
|
3.11K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57- 0.1% |
$11.1K - $12.9K
|
56.2K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-58- 5.89% |
$11.3K - $13.1K
|
926
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 0.36% |
$11.7K - $13.6K
|
16.7K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 2.09% |
$11.7K - $13.6K
|
2.81K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-62- 0.26% |
$12.1K - $14K
|
23.7K
$5.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-66- 4.56% |
$12.8K - $14.9K
|
1.38K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 4.73% |
$13K - $15.1K
|
1.35K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 60.0% |
$14.6K - $16.9K
|
50
$11.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-90- 4.53% |
$17.5K - $20.3K
|
1.9K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-92- 2.19% |
$17.9K - $20.8K
|
4.1K
$976K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-100- 7.2% |
$19.5K - $22.6K
|
1.29K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-101- 6.58% |
$19.7K - $22.8K
|
1.43K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-105- 7.06% |
$20.4K - $23.7K
|
1.38K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-105- 0.96% |
$20.4K - $23.7K
|
10.8K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-109- 6.65% |
$21.2K - $24.6K
|
1.53K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-111- 1.71% |
$21.6K - $25.1K
|
6.38K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-115- 4.71% |
$22.4K - $26K
|
2.33K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-121- 1.78% |
$23.6K - $27.3K
|
6.68K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-127- 5.63% |
$24.7K - $28.7K
|
2.13K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-154- 1.79% |
$30K - $34.8K
|
8.47K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-154- 2.21% |
$30K - $34.8K
|
6.81K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-161- 6.69% |
$31.3K - $36.4K
|
2.25K
$535K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-162- 89.5% |
$31.5K - $36.6K
|
19
$4.52K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-174- 12.06% |
$33.9K - $39.3K
|
1.27K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-176- 1.29% |
$34.3K - $39.8K
|
13.5K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-178- 0.93% |
$34.6K - $40.2K
|
18.9K
$4.5M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-189- 6.13% |
$36.8K - $42.7K
|
2.9K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-190- 0.34% |
$37K - $42.9K
|
56.1K
$13.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 48.36% |
$37.4K - $43.4K
|
205
$48.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-193- 9.26% |
$37.6K - $43.6K
|
1.89K
$450K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-201- 13.29% |
$39.1K - $45.4K
|
1.31K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-212- 1.37% |
$41.3K - $47.9K
|
15.2K
$3.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-213- 3.34% |
$41.5K - $48.1K
|
6.17K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 72.05% |
$41.7K - $48.4K
|
83
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-216- 2.98% |
$42K - $48.8K
|
7.04K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-217- 4.72% |
$42.2K - $49K
|
4.38K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-223- 9.26% |
$43.4K - $50.4K
|
2.18K
$520K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-231- 5.26% |
$45K - $52.2K
|
4.16K
$991K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-233- 3.14% |
$45.4K - $52.7K
|
7.18K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-244- 6.51% |
$47.5K - $55.1K
|
3.51K
$834K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-248- 10.83% |
$48.3K - $56K
|
2.04K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-249- 2.21% |
$48.5K - $56.3K
|
11K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-256- 1.57% |
$49.8K - $57.8K
|
16.1K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-256- 15.33% |
$49.8K - $57.8K
|
1.41K
$336K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-260- 0.77% |
$50.6K - $58.8K
|
33.7K
$8.02M
|