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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-297- 2.71% |
$57.8K - $67.1K
|
10.7K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 50.08% |
$58.4K - $67.8K
|
299
$71.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-307- 9.58% |
$59.8K - $69.4K
|
2.9K
$690K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-317- 0.3% |
$61.7K - $71.6K
|
104K
$24.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-331- 2.75% |
$64.4K - $74.8K
|
11.7K
$2.78M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-338- 0.34% |
$65.8K - $76.4K
|
98.5K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-346- 1.85% |
$67.4K - $78.2K
|
18.4K
$4.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-356- 12.9% |
$69.3K - $80.4K
|
2.4K
$572K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-361- 3.24% |
$70.3K - $81.6K
|
10.8K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-361- 0.24% |
$70.3K - $81.6K
|
149K
$35.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-392- 8.51% |
$76.3K - $88.6K
|
4.22K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-404- 26.67% |
$78.6K - $91.3K
|
1.11K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-416- 93.69% |
$81K - $94K
|
28
$6.66K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-419- 0.62% |
$81.6K - $94.7K
|
67.3K
$16M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-472- 82.81% |
$91.9K - $107K
|
98
$23.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-481- 10.43% |
$93.6K - $109K
|
4.13K
$983K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-483- 20.02% |
$94K - $109K
|
1.93K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-502- 1.4% |
$97.7K - $113K
|
35.3K
$8.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-507- 13.24% |
$98.7K - $115K
|
3.32K
$790K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-515- 12.76% |
$100K - $116K
|
3.52K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-517- 1.46% |
$101K - $117K
|
34.9K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-518- 1.66% |
$101K - $117K
|
30.6K
$7.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-535- 5.15% |
$104K - $121K
|
9.84K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-550- 0.18% |
$107K - $124K
|
305K
$72.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-565- 12.47% |
$110K - $128K
|
3.97K
$944K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-575- 24.68% |
$112K - $130K
|
1.76K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-586- 19.13% |
$114K - $132K
|
2.48K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-598- 1.21% |
$116K - $135K
|
48.8K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-613- 37.47% |
$119K - $139K
|
1.02K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-652- 7.81% |
$127K - $147K
|
7.69K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-659- 77.62% |
$128K - $149K
|
190
$45.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-727- 2.05% |
$142K - $164K
|
34.7K
$8.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-739- 29.54% |
$144K - $167K
|
1.76K
$420K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-768- 0.82% |
$149K - $174K
|
93.1K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-808- 52.91% |
$157K - $183K
|
719
$171K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-809- 5.27% |
$157K - $183K
|
14.5K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-819- 1.17% |
$159K - $185K
|
68.9K
$16.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-944- 14.4% |
$184K - $213K
|
5.61K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-975- 5.8% |
$190K - $220K
|
15.8K
$3.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-977- 3.37% |
$190K - $221K
|
28K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-999- 9.03% |
$194K - $226K
|
10.1K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 25.26% |
$198K - $229K
|
3K
$715K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 13.54% |
$204K - $236K
|
6.68K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.07K- 2.48% |
$208K - $241K
|
41.9K
$9.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 16.46% |
$211K - $245K
|
5.5K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.13K- 9.53% |
$221K - $256K
|
10.8K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.21K- 19.37% |
$235K - $273K
|
5.02K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 5.79% |
$250K - $290K
|
20.9K
$4.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.43K- 50.57% |
$278K - $323K
|
1.4K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.65K- 7.1% |
$321K - $373K
|
21.6K
$5.14M
|