Purchases and Sales Made in Q4 2022 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
252KNew |
$29.6M - $33.1M
|
252K
$60M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
169K+ 25.78% |
$19.9M - $22.2M
|
825K
$196M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
156KNew |
$18.3M - $20.5M
|
156K
$37.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 16.19% |
$15.6M - $17.4M
|
953K
$227M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129K+ 499.03% |
$15.1M - $16.9M
|
154K
$36.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 90.06% |
$14.4M - $16.1M
|
258K
$61.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.5K+ 16.82% |
$11.6M - $12.9M
|
684K
$163M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
96.3K+ 12.98% |
$11.3M - $12.7M
|
838K
$199M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
93.5K+ 1.74% |
$11M - $12.3M
|
5.48M
$1.3B
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
88.3KNew |
$10.4M - $11.6M
|
88.3K
$21M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
84.5K+ 3121.77% |
$9.93M - $11.1M
|
87.2K
$20.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.1K+ 28.89% |
$7.18M - $8.02M
|
272K
$64.8M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
53.5KNew |
$6.29M - $7.03M
|
53.5K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 7.13% |
$6.05M - $6.76M
|
773K
$184M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.9K+ 189.99% |
$5.52M - $6.16M
|
71.6K
$17M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.9K+ 189.99% |
$5.52M - $6.16M
|
71.6K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44K+ 468.12% |
$5.17M - $5.78M
|
53.4K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
39.1KNew |
$4.59M - $5.13M
|
39.1K
$9.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
39K+ 17.19% |
$4.58M - $5.12M
|
266K
$63.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34KNew |
$4M - $4.47M
|
34K
$8.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29.4KNew |
$3.46M - $3.87M
|
29.4K
$7M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
29.3KNew |
$3.44M - $3.85M
|
29.3K
$6.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
29.1KNew |
$3.43M - $3.83M
|
29.1K
$6.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.7K+ 45.05% |
$3.26M - $3.64M
|
89.2K
$21.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1KNew |
$2.83M - $3.16M
|
24.1K
$5.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
22.9K+ 205.07% |
$2.69M - $3.01M
|
34.1K
$8.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 6.43% |
$2.31M - $2.58M
|
325K
$77.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.9K+ 1.78% |
$2.23M - $2.49M
|
1.08M
$258M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5K+ 309.51% |
$1.94M - $2.17M
|
21.9K
$5.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 4.23% |
$1.72M - $1.92M
|
360K
$85.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.5K+ 130.04% |
$1.58M - $1.77M
|
23.8K
$5.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 443.98% |
$1.44M - $1.61M
|
15K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
11.4KNew |
$1.34M - $1.5M
|
11.4K
$2.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
11.4KNew |
$1.34M - $1.5M
|
11.4K
$2.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9K+ 36.68% |
$1.29M - $1.44M
|
40.8K
$9.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.2KNew |
$1.2M - $1.34M
|
10.2K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2K+ 937.27% |
$1.19M - $1.33M
|
11.2K
$2.68M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10K+ 4.05% |
$1.18M - $1.32M
|
258K
$61.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.91KNew |
$1.17M - $1.3M
|
9.91K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.39K+ 7.2% |
$1.1M - $1.23M
|
140K
$33.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.05K+ 33.77% |
$1.06M - $1.19M
|
35.9K
$8.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.69KNew |
$1.02M - $1.14M
|
8.69K
$2.07M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.41KNew |
$989K - $1.11M
|
8.41K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.09K+ 41.23% |
$950K - $1.06M
|
27.7K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.97K+ 27.28% |
$937K - $1.05M
|
37.2K
$8.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
7.91K+ 18.53% |
$929K - $1.04M
|
50.6K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7.85K+ 126.52% |
$923K - $1.03M
|
14.1K
$3.34M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
7.77K+ 23.17% |
$913K - $1.02M
|
41.3K
$9.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.16KNew |
$842K - $940K
|
7.16K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.05KNew |
$829K - $926K
|
7.05K
$1.68M
|