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 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-657- 2.16% |
$97.9K - $116K
|
29.7K
$7.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-671- 8.39% |
$100K - $118K
|
7.33K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-800- 26.67% |
$119K - $141K
|
2.2K
$524K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-822- 1.98% |
$122K - $145K
|
40.6K
$9.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-886- 8.71% |
$132K - $156K
|
9.29K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-888- 42.29% |
$132K - $156K
|
1.21K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-906- 2.76% |
$135K - $159K
|
31.9K
$7.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-926- 2.5% |
$138K - $163K
|
36.2K
$8.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-940- 39.83% |
$140K - $165K
|
1.42K
$338K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.3K- 19.5% |
$194K - $229K
|
5.38K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.38K- 41.66% |
$205K - $242K
|
1.93K
$459K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.39K- 10.97% |
$207K - $244K
|
11.3K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.46K- 11.4% |
$217K - $256K
|
11.3K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 20.29% |
$223K - $264K
|
5.88K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.53K- 3.77% |
$228K - $270K
|
39.2K
$9.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.73K- 21.39% |
$257K - $303K
|
6.34K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.03K- 47.48% |
$303K - $357K
|
2.25K
$535K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.07K- 3.15% |
$309K - $365K
|
63.6K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.36K- 3.52% |
$352K - $415K
|
64.6K
$15.4M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.68K- 1.57% |
$399K - $471K
|
168K
$39.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.92K- 13.06% |
$435K - $513K
|
19.4K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.95K- 18.69% |
$439K - $519K
|
12.8K
$3.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.03K- 4.81% |
$451K - $532K
|
59.9K
$14.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.33K- 2.97% |
$496K - $585K
|
109K
$25.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.52K- 63.96% |
$524K - $619K
|
1.98K
$472K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.76K- 74.94% |
$560K - $661K
|
1.26K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.84K- 51.26% |
$572K - $675K
|
3.65K
$869K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.41K- 74.9% |
$658K - $776K
|
1.48K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.44K- 7.23% |
$662K - $781K
|
56.9K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.51K- 60.15% |
$672K - $793K
|
2.99K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.62K- 79.88% |
$688K - $812K
|
1.16K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.97K- 20.74% |
$740K - $874K
|
19K
$4.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 24.39% |
$768K - $907K
|
16K
$3.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.36K- 0.94% |
$948K - $1.12M
|
674K
$160M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.38K- 19.21% |
$951K - $1.12M
|
26.8K
$6.38M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 6.51% |
$1.06M - $1.25M
|
102K
$24.2M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.14K- 16.07% |
$1.06M - $1.26M
|
37.3K
$8.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.34K- 18.3% |
$1.09M - $1.29M
|
32.7K
$7.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.27K- 50.51% |
$1.38M - $1.63M
|
9.09K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-9.97K- 64.42% |
$1.49M - $1.75M
|
5.51K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.1K- 17.16% |
$1.51M - $1.78M
|
48.9K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.1K- 41.64% |
$1.66M - $1.96M
|
15.6K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 42.83% |
$1.71M - $2.02M
|
15.3K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.6K- 64.38% |
$2.02M - $2.39M
|
7.51K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.7K- 14.13% |
$2.18M - $2.58M
|
89.1K
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.2K- 8.26% |
$3.15M - $3.72M
|
235K
$55.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-30.5K- 58.12% |
$4.54M - $5.37M
|
22K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.7K- 14.62% |
$5.46M - $6.45M
|
214K
$50.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.1K- 9.36% |
$5.68M - $6.71M
|
369K
$87.8M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-40.6KClosed |
$6.06M - $7.15M
|
0
$0
|