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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
301+ 2.98% |
$65.2K - $73.7K
|
10.4K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
282+ 10.04% |
$61.1K - $69K
|
3.09K
$717K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280+ 0.67% |
$60.7K - $68.5K
|
42K
$9.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
264+ 3.52% |
$57.2K - $64.6K
|
7.76K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
249+ 5.09% |
$54K - $60.9K
|
5.14K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249+ 4.44% |
$54K - $60.9K
|
5.86K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
238New |
$51.6K - $58.2K
|
238
$55.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
236+ 2.56% |
$51.1K - $57.8K
|
9.44K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
236+ 1.16% |
$51.1K - $57.8K
|
20.6K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
232+ 113.17% |
$50.3K - $56.8K
|
437
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
211+ 14.72% |
$45.7K - $51.6K
|
1.64K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
207New |
$44.9K - $50.7K
|
207
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
204+ 3.05% |
$44.2K - $49.9K
|
6.89K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
194+ 1.33% |
$42K - $47.5K
|
14.7K
$3.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
188+ 1.17% |
$40.7K - $46K
|
16.2K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
186+ 17.3% |
$40.3K - $45.5K
|
1.26K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
181New |
$39.2K - $44.3K
|
181
$42K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
180+ 5.25% |
$39K - $44K
|
3.61K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
168+ 1.53% |
$36.4K - $41.1K
|
11.2K
$2.59M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
161+ 17.54% |
$34.9K - $39.4K
|
1.08K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
159+ 8.76% |
$34.5K - $38.9K
|
1.98K
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 2.06% |
$33.8K - $38.2K
|
7.73K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 22.9% |
$32.5K - $36.7K
|
805
$187K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
147+ 2.12% |
$31.9K - $36K
|
7.1K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
144+ 3600.0% |
$31.2K - $35.2K
|
148
$34.3K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
140+ 3.98% |
$30.3K - $34.3K
|
3.66K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
135+ 0.44% |
$29.3K - $33K
|
30.8K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
127+ 282.22% |
$27.5K - $31.1K
|
172
$39.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
120+ 3.25% |
$26K - $29.4K
|
3.81K
$884K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117+ 2.58% |
$25.4K - $28.6K
|
4.65K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
114+ 4.77% |
$24.7K - $27.9K
|
2.51K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
114+ 4.75% |
$24.7K - $27.9K
|
2.51K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
108+ 3.39% |
$23.4K - $26.4K
|
3.3K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
107+ 66.05% |
$23.2K - $26.2K
|
269
$62.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
99+ 3.1% |
$21.5K - $24.2K
|
3.29K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91+ 9.55% |
$19.7K - $22.3K
|
1.04K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
86+ 49.14% |
$18.6K - $21K
|
261
$60.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
86+ 0.21% |
$18.6K - $21K
|
40.4K
$9.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
83New |
$18K - $20.3K
|
83
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$17.3K - $19.6K
|
80
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
68New |
$14.7K - $16.6K
|
68
$15.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
65+ 4.72% |
$14.1K - $15.9K
|
1.44K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
56+ 1.78% |
$12.1K - $13.7K
|
3.2K
$741K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 1.43% |
$10.8K - $12.2K
|
3.54K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$10.6K - $12K
|
49
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
44+ 25.14% |
$9.54K - $10.8K
|
219
$50.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 41.76% |
$8.24K - $9.3K
|
129
$29.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
38+ 9.9% |
$8.24K - $9.3K
|
422
$97.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
33New |
$7.15K - $8.08K
|
33
$7.65K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29+ 1.09% |
$6.28K - $7.1K
|
2.7K
$625K
|