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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-518- 8.22% |
$60.9K - $68K
|
5.78K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-528- 12.47% |
$62.1K - $69.3K
|
3.71K
$885K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-530- 4.42% |
$62.3K - $69.6K
|
11.4K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-701- 11.79% |
$82.4K - $92.1K
|
5.24K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-813- 38.88% |
$95.6K - $107K
|
1.28K
$305K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-854- 24.88% |
$100K - $112K
|
2.58K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-855- 10.68% |
$101K - $112K
|
7.15K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 7.25% |
$121K - $135K
|
13.2K
$3.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.05K- 35.75% |
$124K - $138K
|
1.89K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.08K- 10.33% |
$127K - $142K
|
9.38K
$2.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.1K- 37.8% |
$129K - $144K
|
1.81K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.27K- 89.08% |
$149K - $166K
|
155
$37K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.39K- 23.57% |
$163K - $182K
|
4.5K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.4K- 48.83% |
$165K - $184K
|
1.47K
$351K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 40.14% |
$189K - $211K
|
2.4K
$573K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.61K- 17.71% |
$189K - $211K
|
7.47K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.64K- 4.18% |
$193K - $215K
|
37.6K
$8.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.85K- 22.66% |
$217K - $243K
|
6.31K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.86K- 35.95% |
$219K - $245K
|
3.32K
$792K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.36K- 50.3% |
$278K - $310K
|
2.33K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.41K- 10.33% |
$283K - $316K
|
20.9K
$4.99M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.45K- 2.89% |
$288K - $322K
|
82.2K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.49K- 8.55% |
$293K - $327K
|
26.6K
$6.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.57K- 7.46% |
$302K - $338K
|
31.9K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.82K- 2.36% |
$331K - $370K
|
116K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.95K- 46.36% |
$346K - $387K
|
3.41K
$814K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.97K- 31.89% |
$349K - $390K
|
6.34K
$1.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 44.56% |
$381K - $426K
|
4.04K
$964K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.25K- 58.82% |
$382K - $427K
|
2.28K
$544K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.32K- 6.86% |
$390K - $435K
|
45K
$10.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.38K- 9.1% |
$397K - $443K
|
33.7K
$8.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.54K- 3.15% |
$416K - $464K
|
109K
$26M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-3.86K- 5.32% |
$454K - $507K
|
68.7K
$16.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.27K- 26.02% |
$502K - $560K
|
12.1K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.97K- 15.31% |
$584K - $652K
|
27.5K
$6.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.66K- 18.31% |
$665K - $743K
|
25.2K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.23K- 2.23% |
$732K - $818K
|
273K
$65.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6.7K- 22.69% |
$787K - $879K
|
22.8K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.6K- 56.51% |
$893K - $998K
|
5.85K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.86K- 7.22% |
$924K - $1.03M
|
101K
$24.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.02K- 26.48% |
$943K - $1.05M
|
22.3K
$5.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.04K- 48.37% |
$945K - $1.06M
|
8.58K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.6K- 21.78% |
$1.36M - $1.52M
|
41.6K
$9.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-12.7K- 18.47% |
$1.49M - $1.66M
|
55.9K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15K- 75.2% |
$1.76M - $1.97M
|
4.95K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.9K- 4.4% |
$1.87M - $2.09M
|
345K
$82.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.3K- 22.46% |
$1.91M - $2.13M
|
56.1K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.2K- 0.36% |
$2.14M - $2.39M
|
5.05M
$1.21B
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.4K- 21.77% |
$2.63M - $2.94M
|
80.4K
$19.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-28.3K- 84.25% |
$3.33M - $3.72M
|
5.3K
$1.26M
|