Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

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 14, 2024 Q4 2023
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
1.23K
New
$184K - $217K
1.23K $294K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
1.21K
+ 350.87%
$181K - $214K
1.56K $371K
Feb 13, 2024 Q4 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.14K
New
$170K - $200K
1.14K $271K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
1.14K
+ 37.07%
$169K - $200K
4.2K $1M
Jan 19, 2024 Q4 2023
Atlantic Union Bankshares Corp

BUY
 -
1.13K
+ 0.33%
$168K - $198K
340K $80.8M
Jan 25, 2024 Q4 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
1.1K
New
$163K - $193K
1.1K $261K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
997
+ 1.88%
$149K - $175K
54.1K $12.9M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
955
+ 26.51%
$142K - $168K
4.56K $1.08M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
943
+ 52.62%
$141K - $166K
2.74K $651K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
929
+ 64.69%
$138K - $163K
2.37K $563K
Aug 28, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
903
+ 7.29%
$135K - $159K
13.3K $3.16M
Feb 06, 2024 Q4 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
873
+ 30.06%
$130K - $154K
3.78K $899K
Feb 13, 2024 Q4 2023
Stephens Inc

BUY
 -
868
+ 20.03%
$129K - $153K
5.2K $1.24M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
859
+ 7.61%
$128K - $151K
12.1K $2.89M
Feb 14, 2024 Q4 2023
Jsf Financial, LLC

BUY
 -
838
+ 2.11%
$125K - $147K
40.5K $9.64M
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
702
+ 1.93%
$105K - $123K
37.1K $8.84M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
699
+ 23.02%
$104K - $123K
3.74K $889K
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

BUY
 -
695
+ 261.28%
$104K - $122K
961 $229K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
676
+ 926.03%
$101K - $119K
749 $178K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
675
+ 260.62%
$101K - $119K
934 $222K
Feb 09, 2024 Q4 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
664
+ 0.87%
$98.9K - $117K
76.8K $18.3M
Feb 13, 2024 Q4 2023
Keybank National Association

BUY
 -
650
+ 36.89%
$96.9K - $114K
2.41K $574K
Jan 23, 2024 Q4 2023
Leavell Investment Management, Inc.

BUY
 -
650
+ 15.85%
$96.9K - $114K
4.75K $1.13M
Feb 12, 2024 Q4 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
650
+ 30.11%
$96.9K - $114K
2.81K $668K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
632
+ 34.9%
$94.2K - $111K
2.44K $581K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

BUY
 -
612
New
$91.2K - $108K
612 $146K
Jan 12, 2024 Q4 2023
Mezzasalma Advisors, LLC

BUY
 -
603
+ 5.02%
$89.9K - $106K
12.6K $3M
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
584
+ 14.26%
$87K - $103K
4.68K $1.11M
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
572
+ 233.47%
$85.2K - $101K
817 $194K
Feb 06, 2024 Q4 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
566
+ 41.4%
$84.3K - $99.6K
1.93K $460K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
470
+ 20.36%
$70K - $82.7K
2.78K $661K
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
465
+ 4.56%
$69.3K - $81.8K
10.7K $2.53M
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
461
+ 5.95%
$68.7K - $81.1K
8.2K $1.95M
Feb 05, 2024 Q4 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
380
+ 0.99%
$56.6K - $66.8K
39K $9.27M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
379
+ 18.89%
$56.5K - $66.7K
2.39K $568K
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
361
+ 1.95%
$53.8K - $63.5K
18.9K $4.5M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
361
+ 0.86%
$53.8K - $63.5K
42.4K $10.1M
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
330
New
$49.2K - $58.1K
330 $78.5K
Feb 02, 2024 Q4 2023
Rodgers & Associates, LTD

BUY
 -
300
+ 13.23%
$44.7K - $52.8K
2.57K $611K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
293
+ 20.56%
$43.7K - $51.5K
1.72K $409K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
255
+ 87.33%
$38K - $44.9K
547 $130K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
244
+ 0.67%
$36.4K - $42.9K
36.6K $8.72M
Feb 09, 2024 Q4 2023
Mai Capital Management

BUY
 -
231
+ 5.4%
$34.4K - $40.6K
4.51K $1.07M
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
226
+ 15.29%
$33.7K - $39.8K
1.7K $405K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
209
+ 4.77%
$31.1K - $36.8K
4.59K $1.09M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
205
New
$30.5K - $36.1K
205 $48.8K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
203
New
$30.2K - $35.7K
203 $48.3K
Jan 30, 2024 Q4 2023
Latitude Advisors, LLC

BUY
 -
203
+ 3.48%
$30.2K - $35.7K
6.03K $1.43M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
200
New
$29.8K - $35.2K
200 $47.6K

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