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 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30.3K- 0.65% |
$3.57M - $3.98M
|
4.63M
$1.05B
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.5K- 72.49% |
$4.06M - $4.54M
|
13.1K
$2.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-37.9K- 19.55% |
$4.46M - $4.98M
|
156K
$35.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-39.2K- 88.28% |
$4.6M - $5.14M
|
5.2K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.5K- 3.79% |
$5.35M - $5.98M
|
1.15M
$263M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-51.3K- 8.52% |
$6.03M - $6.74M
|
551K
$125M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-60.2K- 65.65% |
$7.07M - $7.9M
|
31.5K
$7.17M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-221KClosed |
$25.9M - $29M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-250K- 98.59% |
$29.4M - $32.9M
|
3.57K
$814K
|