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 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.54K+ 10.08% |
$528K - $623K
|
38.7K
$9.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.46KNew |
$516K - $609K
|
3.46K
$823K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.37K+ 6.46% |
$502K - $593K
|
55.5K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36K+ 1.54% |
$501K - $592K
|
222K
$52.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.25K+ 69.52% |
$485K - $572K
|
7.93K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.11KNew |
$464K - $548K
|
3.11K
$741K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.1K+ 176.41% |
$461K - $545K
|
4.85K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.84K+ 9.46% |
$423K - $500K
|
32.9K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.83K+ 110.34% |
$421K - $498K
|
5.39K
$1.28M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.53K+ 35.78% |
$376K - $444K
|
9.58K
$2.28M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.51KNew |
$374K - $442K
|
2.51K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$371K - $438K
|
2.49K
$593K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.48K+ 87.62% |
$370K - $437K
|
5.32K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.41KNew |
$359K - $424K
|
2.41K
$574K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.41KNew |
$359K - $424K
|
2.41K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.41KNew |
$359K - $424K
|
2.41K
$573K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.37K+ 5.67% |
$353K - $416K
|
44.1K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.32K+ 30.7% |
$346K - $409K
|
9.89K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.29KNew |
$342K - $403K
|
2.29K
$545K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.26KNew |
$336K - $397K
|
2.26K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.24K+ 49.83% |
$333K - $394K
|
6.73K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.22K+ 5.31% |
$331K - $390K
|
44K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.19KNew |
$326K - $385K
|
2.19K
$520K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.18K+ 5.14% |
$325K - $384K
|
44.7K
$10.6M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.16KNew |
$322K - $381K
|
2.16K
$515K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.14KNew |
$319K - $377K
|
2.14K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.96K+ 250.96% |
$292K - $345K
|
2.74K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.89K+ 45.95% |
$282K - $333K
|
6.01K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.89K+ 29.98% |
$281K - $332K
|
8.17K
$1.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.88K+ 84.72% |
$280K - $331K
|
4.1K
$975K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.82KNew |
$272K - $321K
|
1.82K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.82K+ 6.39% |
$271K - $320K
|
30.3K
$7.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
1.8K+ 3.24% |
$267K - $316K
|
57.2K
$13.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.79K+ 131.98% |
$267K - $315K
|
3.15K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.73KNew |
$257K - $304K
|
1.73K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.7KNew |
$253K - $299K
|
1.7K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.61KNew |
$241K - $284K
|
1.61K
$384K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.57K+ 1.5% |
$234K - $276K
|
106K
$25.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.55K+ 76.12% |
$231K - $273K
|
3.59K
$855K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.55KNew |
$231K - $273K
|
1.55K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.53KNew |
$228K - $269K
|
1.53K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.5K+ 15.68% |
$223K - $264K
|
11.1K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.43KNew |
$213K - $252K
|
1.43K
$340K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$209K - $246K
|
1.4K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.34KNew |
$200K - $236K
|
1.34K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.32KNew |
$197K - $233K
|
1.32K
$315K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.31K+ 33.05% |
$196K - $231K
|
5.29K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.26KNew |
$188K - $222K
|
1.26K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$186K - $219K
|
1.25K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.24K+ 5.16% |
$184K - $218K
|
25.2K
$6M
|