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 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.02K+ 23.07% |
$825K - $922K
|
37.4K
$8.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.84K+ 24.89% |
$805K - $899K
|
34.3K
$8.17M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.68KNew |
$785K - $877K
|
6.68K
$1.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.53K+ 1.01% |
$767K - $857K
|
651K
$155M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.51K+ 271.36% |
$765K - $855K
|
8.91K
$2.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.28K+ 12.14% |
$739K - $825K
|
58K
$13.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.93K+ 41.4% |
$697K - $779K
|
20.3K
$4.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.76K+ 1.68% |
$677K - $757K
|
348K
$82.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.61KNew |
$660K - $737K
|
5.61K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.55K+ 39.36% |
$653K - $729K
|
19.7K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.42KNew |
$637K - $711K
|
5.42K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.35K+ 1.61% |
$629K - $703K
|
338K
$80.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.34K+ 58.88% |
$627K - $701K
|
14.4K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.25K+ 16.55% |
$617K - $690K
|
37K
$8.8M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1KNew |
$599K - $669K
|
5.1K
$1.21M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.02KNew |
$591K - $660K
|
5.02K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.38K+ 65.7% |
$515K - $575K
|
11K
$2.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4K+ 12.88% |
$470K - $525K
|
35.1K
$8.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
3.92K+ 8.61% |
$460K - $514K
|
49.4K
$11.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.89K+ 98.26% |
$458K - $511K
|
7.86K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.54KNew |
$416K - $465K
|
3.54K
$842K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.53K+ 139.38% |
$415K - $463K
|
6.06K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.5K+ 65.46% |
$411K - $459K
|
8.84K
$2.1M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.38K+ 16.96% |
$397K - $443K
|
23.3K
$5.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.24KNew |
$381K - $426K
|
3.24K
$772K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.02KNew |
$355K - $397K
|
3.02K
$719K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.85K+ 480.57% |
$334K - $374K
|
3.44K
$818K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.72KNew |
$320K - $357K
|
2.72K
$647K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2.62KNew |
$308K - $345K
|
2.62K
$624K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.62KNew |
$308K - $345K
|
2.62K
$624K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.52K+ 11.73% |
$297K - $331K
|
24K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.51K+ 20.17% |
$295K - $329K
|
14.9K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.46K+ 7.97% |
$289K - $322K
|
33.2K
$7.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.41K+ 185.19% |
$284K - $317K
|
3.72K
$884K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.39KNew |
$281K - $314K
|
2.39K
$568K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.33K+ 4.93% |
$273K - $305K
|
49.5K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.29KNew |
$269K - $300K
|
2.29K
$544K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.25K+ 18.94% |
$265K - $296K
|
14.2K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.17KNew |
$255K - $285K
|
2.17K
$516K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.15KNew |
$253K - $282K
|
2.15K
$511K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.09KNew |
$245K - $274K
|
2.09K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.06K+ 2.88% |
$242K - $271K
|
73.5K
$17.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.91KNew |
$224K - $251K
|
1.91K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.9K+ 114.67% |
$223K - $250K
|
3.56K
$846K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.88KNew |
$220K - $246K
|
1.88K
$446K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.87KNew |
$220K - $246K
|
1.87K
$446K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.79K+ 13.0% |
$211K - $235K
|
15.6K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.75KNew |
$205K - $229K
|
1.75K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.74KNew |
$205K - $229K
|
1.74K
$415K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.69KNew |
$198K - $222K
|
1.69K
$401K
|