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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.3KNew |
$2.42M - $2.86M
|
16.3K
$3.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
15.9K+ 42.33% |
$2.36M - $2.79M
|
53.3K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.7KNew |
$2.35M - $2.77M
|
15.7K
$3.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 2835.44% |
$2.21M - $2.6M
|
15.3K
$3.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3K+ 13.81% |
$2.13M - $2.51M
|
118K
$28M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.6KNew |
$2.03M - $2.39M
|
13.6K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 2.69% |
$1.99M - $2.35M
|
510K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 12.33% |
$1.92M - $2.27M
|
117K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7KNew |
$1.9M - $2.24M
|
12.7K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.6K+ 57.8% |
$1.88M - $2.22M
|
34.5K
$8.21M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.6KNew |
$1.88M - $2.22M
|
12.6K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
12.1K+ 12.53% |
$1.8M - $2.13M
|
109K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.1KNew |
$1.8M - $2.12M
|
12.1K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12.1KNew |
$1.8M - $2.12M
|
12.1K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8K+ 203.93% |
$1.62M - $1.91M
|
16.2K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.4K+ 11.27% |
$1.55M - $1.83M
|
103K
$24.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 44.02% |
$1.52M - $1.8M
|
33.5K
$7.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$1.52M - $1.8M
|
10.2K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.96K+ 50.38% |
$1.48M - $1.75M
|
29.7K
$7.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
9.06K+ 6.7% |
$1.35M - $1.59M
|
144K
$34.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
8.59KNew |
$1.28M - $1.51M
|
8.59K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.45K+ 9.09% |
$1.26M - $1.49M
|
101K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
8.38KNew |
$1.25M - $1.47M
|
8.38K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.19K+ 2.64% |
$1.22M - $1.44M
|
319K
$75.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.01KNew |
$1.19M - $1.41M
|
8.01K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.95K+ 7.85% |
$1.18M - $1.4M
|
109K
$26M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.4K+ 441.26% |
$1.1M - $1.3M
|
9.08K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.27K+ 9.76% |
$1.08M - $1.28M
|
81.7K
$19.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7.06K+ 362.47% |
$1.05M - $1.24M
|
9.01K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.53K+ 81.95% |
$972K - $1.15M
|
14.5K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.26K+ 60.69% |
$932K - $1.1M
|
16.6K
$3.94M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.88KNew |
$877K - $1.03M
|
5.88K
$1.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.32K+ 36.6% |
$793K - $936K
|
19.9K
$4.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.22K+ 5.67% |
$778K - $918K
|
97.2K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14KNew |
$767K - $905K
|
5.14K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.06K+ 341.69% |
$754K - $890K
|
6.54K
$1.56M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
4.99K+ 78.1% |
$743K - $877K
|
11.4K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.69K+ 59.6% |
$698K - $824K
|
12.5K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.37K+ 45.95% |
$651K - $768K
|
13.9K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.31KNew |
$642K - $758K
|
4.31K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.16K+ 7.12% |
$620K - $733K
|
62.7K
$14.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 9.26% |
$617K - $728K
|
48.8K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.03K+ 101.15% |
$601K - $709K
|
8.02K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.96K+ 1.77% |
$590K - $696K
|
228K
$54.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.9KNew |
$581K - $686K
|
3.9K
$928K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.83K+ 9.86% |
$571K - $674K
|
42.7K
$10.2M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.78KNew |
$564K - $665K
|
3.78K
$900K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 273.17% |
$540K - $638K
|
4.95K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.62K+ 1.54% |
$539K - $636K
|
238K
$56.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.55K+ 2.25% |
$529K - $624K
|
161K
$38.3M
|