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 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-29- 0.21% |
$6.28K - $7.1K
|
13.6K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-29- 1.66% |
$6.28K - $7.1K
|
1.72K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 13.57% |
$6.5K - $7.34K
|
191
$44.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-30- 2.93% |
$6.5K - $7.34K
|
993
$230K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-34- 0.93% |
$7.37K - $8.32K
|
3.62K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-36- 73.47% |
$7.8K - $8.81K
|
13
$3.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-37- 3.58% |
$8.02K - $9.05K
|
996
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-38- 13.1% |
$8.24K - $9.3K
|
252
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-39- 5.87% |
$8.45K - $9.54K
|
625
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-39- 1.62% |
$8.45K - $9.54K
|
2.37K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 4.28% |
$8.89K - $10K
|
918
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 3.13% |
$8.89K - $10K
|
1.27K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-49- 0.69% |
$10.6K - $12K
|
7.02K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-50- 1.26% |
$10.8K - $12.2K
|
3.92K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 2.26% |
$11.3K - $12.7K
|
2.25K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-62- 63.27% |
$13.4K - $15.2K
|
36
$8.35K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63- 1.24% |
$13.7K - $15.4K
|
5.03K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-67- 1.97% |
$14.5K - $16.4K
|
3.34K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-67- 33.5% |
$14.5K - $16.4K
|
133
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-74- 2.98% |
$16K - $18.1K
|
2.41K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-86- 3.2% |
$18.6K - $21K
|
2.6K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-92- 5.23% |
$19.9K - $22.5K
|
1.67K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-103- 1.9% |
$22.3K - $25.2K
|
5.33K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-117- 6.67% |
$25.4K - $28.6K
|
1.64K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-121- 0.29% |
$26.2K - $29.6K
|
41.8K
$9.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-123- 5.23% |
$26.7K - $30.1K
|
2.23K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-124- 4.28% |
$26.9K - $30.3K
|
2.77K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-124- 65.26% |
$26.9K - $30.3K
|
66
$15.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-125- 10.62% |
$27.1K - $30.6K
|
1.05K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-130- 4.49% |
$28.2K - $31.8K
|
2.77K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 7.22% |
$29.3K - $33K
|
1.73K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-140- 3.82% |
$30.3K - $34.3K
|
3.53K
$818K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-140- 6.59% |
$30.3K - $34.3K
|
1.99K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-147- 15.76% |
$31.9K - $36K
|
786
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-184- 8.65% |
$39.9K - $45K
|
1.94K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-194- 17.46% |
$42K - $47.5K
|
917
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-217- 2.56% |
$47K - $53.1K
|
8.25K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-217- 17.82% |
$47K - $53.1K
|
1K
$232K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-224- 3.24% |
$48.5K - $54.8K
|
6.69K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-225- 5.29% |
$48.8K - $55.1K
|
4.03K
$933K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-238- 2.23% |
$51.6K - $58.2K
|
10.4K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-239- 0.74% |
$51.8K - $58.5K
|
31.9K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-250- 20.16% |
$54.2K - $61.2K
|
990
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-250- 8.38% |
$54.2K - $61.2K
|
2.74K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-253- 0.73% |
$54.8K - $61.9K
|
34.6K
$8.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-255- 8.2% |
$55.3K - $62.4K
|
2.86K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-255- 6.52% |
$55.3K - $62.4K
|
3.66K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-260- 1.01% |
$56.3K - $63.6K
|
25.5K
$5.91M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-276- 13.52% |
$59.8K - $67.5K
|
1.77K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-281- 3.57% |
$60.9K - $68.8K
|
7.59K
$1.76M
|