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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 51.6% |
$197K - $220K
|
4.92K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67KNew |
$196K - $219K
|
1.67K
$397K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.65K+ 1.42% |
$194K - $216K
|
118K
$28.1M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.64K+ 38.39% |
$193K - $216K
|
5.92K
$1.41M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.49KNew |
$175K - $195K
|
1.49K
$354K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 22.58% |
$169K - $189K
|
7.8K
$1.85M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.43K+ 4.6% |
$168K - $188K
|
32.6K
$7.75M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$141K - $158K
|
1.2K
$286K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 355.48% |
$130K - $145K
|
1.41K
$336K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.03K+ 24.21% |
$121K - $136K
|
5.3K
$1.26M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01K+ 19.94% |
$119K - $133K
|
6.1K
$1.45M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
826+ 1.88% |
$97.1K - $108K
|
44.7K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
784+ 10.84% |
$92.2K - $103K
|
8.02K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
781New |
$91.8K - $103K
|
781
$186K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
773+ 42.13% |
$90.9K - $102K
|
2.61K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
697+ 13.16% |
$81.9K - $91.5K
|
5.99K
$1.43M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
578+ 20.9% |
$67.9K - $75.9K
|
3.34K
$796K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
463New |
$54.4K - $60.8K
|
463
$110K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
433+ 10.11% |
$50.9K - $56.9K
|
4.71K
$1.12M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
401+ 13.87% |
$47.1K - $52.7K
|
3.29K
$784K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
376New |
$44.2K - $49.4K
|
376
$89.5K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
366+ 0.59% |
$43K - $48.1K
|
61.9K
$14.7M
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
363+ 3.46% |
$42.7K - $47.7K
|
10.8K
$2.58M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
305+ 14.81% |
$35.9K - $40.1K
|
2.36K
$563K
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
300+ 5.26% |
$35.3K - $39.4K
|
6K
$1.43M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
300New |
$35.3K - $39.4K
|
300
$71.4K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
295+ 0.61% |
$34.7K - $38.7K
|
48.4K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
245New |
$28.8K - $32.2K
|
245
$58.3K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
225+ 2.1% |
$26.4K - $29.6K
|
10.9K
$2.6M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
213+ 2.03% |
$25K - $28K
|
10.7K
$2.54M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
213+ 284.0% |
$25K - $28K
|
288
$68.5K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
209New |
$24.6K - $27.5K
|
209
$49.7K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
200+ 6.04% |
$23.5K - $26.3K
|
3.51K
$835K
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
163+ 2.75% |
$19.2K - $21.4K
|
6.09K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
146+ 1.65% |
$17.2K - $19.2K
|
8.99K
$2.14M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
143New |
$16.8K - $18.8K
|
143
$34K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 2.57% |
$15K - $16.8K
|
5.11K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
125New |
$14.7K - $16.4K
|
125
$29.7K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
121+ 4.41% |
$14.2K - $15.9K
|
2.87K
$682K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
108+ 2.69% |
$12.7K - $14.2K
|
4.12K
$979K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$11.8K - $13.1K
|
100
$23.8K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
93New |
$10.9K - $12.2K
|
93
$22.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69+ 3.82% |
$8.11K - $9.06K
|
1.88K
$447K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67+ 3.91% |
$7.88K - $8.8K
|
1.78K
$424K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
58+ 0.19% |
$6.82K - $7.62K
|
30.6K
$7.29M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
58+ 0.72% |
$6.82K - $7.62K
|
8.17K
$1.94M
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.54% |
$4.82K - $5.38K
|
7.64K
$1.82M
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
31New |
$3.64K - $4.07K
|
31
$7.38K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21New |
$2.47K - $2.76K
|
21
$5K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
15+ 0.2% |
$1.76K - $1.97K
|
7.53K
$1.79M
|