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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
176+ 8.02% |
$26.2K - $31K
|
2.37K
$564K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
176+ 5.62% |
$26.2K - $31K
|
3.31K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
175+ 5.41% |
$26.1K - $30.8K
|
3.41K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
166+ 0.24% |
$24.7K - $29.2K
|
70.3K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
152+ 0.83% |
$22.6K - $26.7K
|
18.6K
$4.42M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
150+ 7.74% |
$22.4K - $26.4K
|
2.09K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
141+ 1.56% |
$21K - $24.8K
|
9.15K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
137+ 11.62% |
$20.4K - $24.1K
|
1.32K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
133+ 9.84% |
$19.8K - $23.4K
|
1.48K
$353K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
131+ 187.14% |
$19.5K - $23K
|
201
$47.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
116+ 0.3% |
$17.3K - $20.4K
|
38.3K
$9.11M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
112New |
$16.7K - $19.7K
|
112
$26.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
111+ 4.1% |
$16.5K - $19.5K
|
2.82K
$671K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
94+ 9400.0% |
$14K - $16.5K
|
95
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
90+ 5.99% |
$13.4K - $15.8K
|
1.59K
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
75+ 150.0% |
$11.2K - $13.2K
|
125
$29.7K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
65+ 1.84% |
$9.69K - $11.4K
|
3.6K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 2.88% |
$9.09K - $10.7K
|
2.18K
$519K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
59+ 2.13% |
$8.79K - $10.4K
|
2.83K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
39+ 76.47% |
$5.81K - $6.86K
|
90
$21.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36New |
$5.36K - $6.33K
|
36
$8.57K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
31+ 0.42% |
$4.62K - $5.45K
|
7.39K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30+ 0.21% |
$4.47K - $5.28K
|
14.4K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.35% |
$3.73K - $4.4K
|
7.08K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 0.49% |
$3.73K - $4.4K
|
5.14K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
24+ 0.53% |
$3.58K - $4.22K
|
4.57K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
24+ 0.34% |
$3.58K - $4.22K
|
7.06K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24+ 3.16% |
$3.58K - $4.22K
|
784
$187K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 55.26% |
$3.13K - $3.69K
|
59
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
21+ 1.18% |
$3.13K - $3.69K
|
1.8K
$428K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
17New |
$2.53K - $2.99K
|
17
$4.05K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
16New |
$2.38K - $2.81K
|
16
$3.81K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
14+ 0.18% |
$2.09K - $2.46K
|
7.74K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.26% |
$1.94K - $2.29K
|
5.01K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12+ 0.41% |
$1.79K - $2.11K
|
2.97K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11+ 0.41% |
$1.64K - $1.94K
|
2.7K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.36% |
$1.34K - $1.58K
|
2.5K
$594K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9+ 0.42% |
$1.34K - $1.58K
|
2.14K
$509K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.42% |
$1.04K - $1.23K
|
1.67K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.35% |
$596 - $704
|
1.15K
$274K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.13% |
$298 - $352
|
1.54K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.14% |
$298 - $352
|
1.41K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$298 - $352
|
2
$476
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$149 - $176
|
1.87K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.43% |
$149 - $176
|
233
$55.4K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.24% |
$149 - $176
|
419
$99.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-5- 0.18% |
$745 - $880
|
2.71K
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.65% |
$1.64K - $1.94K
|
1.68K
$400K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 3.54% |
$1.94K - $2.29K
|
354
$84.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-21- 46.67% |
$3.13K - $3.69K
|
24
$5.71K
|