Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2023. 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 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.76M+ 454.58% |
$262M - $309M
|
2.15M
$511M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
705K+ 2294.19% |
$105M - $124M
|
736K
$175M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
585K+ 111.13% |
$87.2M - $103M
|
1.11M
$264M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
488K+ 72.91% |
$72.7M - $85.8M
|
1.16M
$275M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
356K+ 7.63% |
$53.1M - $62.7M
|
5.03M
$1.2B
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
284K+ 6.36% |
$42.3M - $49.9M
|
4.74M
$1.13B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
225K+ 16.68% |
$33.5M - $39.6M
|
1.57M
$374M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 14.9% |
$24.4M - $28.8M
|
1.26M
$300M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 9.87% |
$22.6M - $26.6M
|
1.69M
$401M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
148K+ 57.51% |
$22.1M - $26.1M
|
406K
$96.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
146K+ 118.53% |
$21.7M - $25.7M
|
269K
$64M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
137K+ 2410.94% |
$20.4M - $24M
|
142K
$33.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
134K+ 11.93% |
$20M - $23.6M
|
1.26M
$300M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 57.74% |
$19.6M - $23.1M
|
359K
$85.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
122KNew |
$18.2M - $21.4M
|
122K
$29M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 10.26% |
$16M - $18.9M
|
1.15M
$274M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
102KNew |
$15.2M - $17.9M
|
102K
$24.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96.9KNew |
$14.4M - $17M
|
96.9K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.4K+ 157.6% |
$12M - $14.1M
|
131K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
77K+ 80.79% |
$11.5M - $13.5M
|
172K
$41M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
69.3KNew |
$10.3M - $12.2M
|
69.3K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
65.4KNew |
$9.75M - $11.5M
|
65.4K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
60.1K+ 124.2% |
$8.96M - $10.6M
|
109K
$25.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
57.6K+ 108.14% |
$8.59M - $10.1M
|
111K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
56.8K+ 510.82% |
$8.46M - $9.99M
|
67.9K
$16.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56.4K+ 7840.75% |
$8.4M - $9.92M
|
57.1K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
55K+ 9.16% |
$8.2M - $9.68M
|
656K
$156M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
54.4K+ 0.9% |
$8.1M - $9.57M
|
6.08M
$1.45B
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 5287.65% |
$7.21M - $8.51M
|
49.3K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.5K+ 88.53% |
$7.07M - $8.35M
|
101K
$24M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
42.4KNew |
$6.31M - $7.45M
|
42.4K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
40.7K+ 108.27% |
$6.07M - $7.17M
|
78.4K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38.7K+ 378.44% |
$5.76M - $6.8M
|
48.9K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.1K+ 627.53% |
$5.08M - $6M
|
39.5K
$9.41M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33KNew |
$4.92M - $5.81M
|
33K
$7.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32K+ 158.59% |
$4.77M - $5.64M
|
52.2K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.9K+ 22.88% |
$4.61M - $5.44M
|
166K
$39.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
30.9K+ 91.27% |
$4.6M - $5.43M
|
64.7K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.2K+ 13.31% |
$4.5M - $5.31M
|
257K
$61.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.6KNew |
$4.41M - $5.21M
|
29.6K
$7.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.6K+ 40.44% |
$4.12M - $4.86M
|
95.9K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26KNew |
$3.88M - $4.58M
|
26K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.4K+ 190.02% |
$3.64M - $4.3M
|
37.3K
$8.87M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.8K+ 220.99% |
$3.55M - $4.19M
|
34.6K
$8.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.9K+ 35.83% |
$3.41M - $4.02M
|
86.7K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
21.1KNew |
$3.14M - $3.71M
|
21.1K
$5.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
20KNew |
$2.98M - $3.52M
|
20K
$4.77M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
19.2KNew |
$2.86M - $3.38M
|
19.2K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
18.6K+ 6.23% |
$2.78M - $3.28M
|
318K
$75.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.4K+ 34.5% |
$2.74M - $3.23M
|
71.7K
$17.1M
|