Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2024. 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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.59K+ 10.34% |
$995K - $1.12M
|
49K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.56KNew |
$989K - $1.12M
|
4.56K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.53KNew |
$981K - $1.11M
|
4.53K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 6.37% |
$975K - $1.1M
|
75.2K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.42KNew |
$958K - $1.08M
|
4.42K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.31K+ 29.34% |
$934K - $1.06M
|
19K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 258.65% |
$933K - $1.05M
|
5.97K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.3K+ 3.59% |
$932K - $1.05M
|
124K
$29.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.2K+ 2.82% |
$910K - $1.03M
|
153K
$36.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.1K+ 4.28% |
$888K - $1M
|
99.8K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.85KNew |
$834K - $942K
|
3.85K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.8KNew |
$824K - $930K
|
3.8K
$898K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
3.78K+ 12.65% |
$819K - $924K
|
33.6K
$7.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.73K+ 10.74% |
$808K - $912K
|
38.4K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.58K+ 119.07% |
$775K - $875K
|
6.58K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.56KNew |
$771K - $870K
|
3.56K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.55K+ 2.39% |
$770K - $869K
|
152K
$36M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.5KNew |
$758K - $856K
|
3.5K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.42K+ 68.01% |
$740K - $836K
|
8.44K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.18KNew |
$689K - $777K
|
3.18K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.16KNew |
$684K - $773K
|
3.16K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.93K+ 11.32% |
$636K - $718K
|
28.8K
$6.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
2.76K+ 4.23% |
$599K - $676K
|
68.1K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.66KNew |
$577K - $652K
|
2.66K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.61K+ 5.35% |
$565K - $638K
|
51.4K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$544K - $614K
|
2.51K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.5K+ 5.08% |
$542K - $612K
|
51.7K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.5KNew |
$541K - $611K
|
2.5K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.24KNew |
$486K - $548K
|
2.24K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.23KNew |
$483K - $545K
|
2.23K
$526K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.21KNew |
$479K - $541K
|
2.21K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.19K+ 46.34% |
$475K - $536K
|
6.92K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.18K+ 4.67% |
$473K - $534K
|
48.9K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.18KNew |
$473K - $534K
|
2.18K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 31.35% |
$468K - $528K
|
9.04K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.15KNew |
$467K - $527K
|
2.15K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.13KNew |
$462K - $522K
|
2.13K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.02KNew |
$438K - $494K
|
2.02K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.96KNew |
$425K - $479K
|
1.96K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.91K+ 977.95% |
$413K - $467K
|
2.1K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.89K+ 20.36% |
$410K - $463K
|
11.2K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85KNew |
$400K - $452K
|
1.85K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.84KNew |
$398K - $450K
|
1.84K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.81K+ 3.22% |
$392K - $443K
|
58K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$383K - $432K
|
1.77K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.77K+ 6.3% |
$383K - $432K
|
29.8K
$7.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.75K+ 183.25% |
$379K - $428K
|
2.71K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.72K+ 10.85% |
$373K - $421K
|
17.6K
$4.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.66KNew |
$359K - $406K
|
1.66K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63KNew |
$353K - $399K
|
1.63K
$385K
|