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 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-293- 0.6% |
$63.5K - $71.7K
|
48.5K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-300- 41.96% |
$65K - $73.4K
|
415
$96.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-300- 17.04% |
$65K - $73.4K
|
1.46K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-302- 4.98% |
$65.4K - $73.9K
|
5.76K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-303- 12.49% |
$65.7K - $74.1K
|
2.12K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-304- 7.41% |
$65.9K - $74.4K
|
3.8K
$881K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-310- 7.35% |
$67.2K - $75.9K
|
3.91K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-321- 4.03% |
$69.6K - $78.6K
|
7.65K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-322- 1.54% |
$69.8K - $78.8K
|
20.5K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-323- 16.74% |
$70K - $79K
|
1.61K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-329- 9.39% |
$71.3K - $80.5K
|
3.18K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-347- 2.97% |
$75.2K - $84.9K
|
11.4K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-352- 4.34% |
$76.3K - $86.1K
|
7.76K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-355- 1.81% |
$76.9K - $86.9K
|
19.2K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-360- 5.56% |
$78K - $88.1K
|
6.12K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-360- 0.6% |
$78K - $88.1K
|
59.9K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-361- 6.14% |
$78.2K - $88.3K
|
5.52K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-367- 1.68% |
$79.5K - $89.8K
|
21.5K
$4.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-398- 9.64% |
$86.3K - $97.4K
|
3.73K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-412- 2.7% |
$89.3K - $101K
|
14.8K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-473- 7.67% |
$103K - $116K
|
5.69K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-475- 0.69% |
$103K - $116K
|
68K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-490- 4.87% |
$106K - $120K
|
9.58K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-496- 0.37% |
$107K - $121K
|
134K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-510- 4.72% |
$111K - $125K
|
10.3K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-574- 6.37% |
$124K - $140K
|
8.44K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-597- 24.09% |
$129K - $146K
|
1.88K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-603- 5.09% |
$131K - $148K
|
11.3K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-616- 3.77% |
$133K - $151K
|
15.7K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-629- 11.44% |
$136K - $154K
|
4.87K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-633- 24.46% |
$137K - $155K
|
1.96K
$453K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-635- 3.47% |
$138K - $155K
|
17.6K
$4.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-647- 31.62% |
$140K - $158K
|
1.4K
$324K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-661- 13.57% |
$143K - $162K
|
4.21K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-726- 4.52% |
$157K - $178K
|
15.3K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-788- 2.32% |
$171K - $193K
|
33.2K
$7.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-806- 58.7% |
$175K - $197K
|
567
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-812- 1.45% |
$176K - $199K
|
55.3K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-815- 28.89% |
$177K - $199K
|
2.01K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-898- 2.54% |
$195K - $220K
|
34.4K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-927- 0.81% |
$201K - $227K
|
113K
$26.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-934- 1.39% |
$202K - $229K
|
66.4K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-996- 2.95% |
$216K - $244K
|
32.7K
$7.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1K- 9.31% |
$218K - $246K
|
9.78K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 1.0% |
$235K - $265K
|
108K
$25M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.14K- 0.27% |
$247K - $279K
|
428K
$99.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.23% |
$262K - $296K
|
36.3K
$8.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 6.13% |
$277K - $313K
|
19.6K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 11.78% |
$280K - $317K
|
9.69K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.35K- 55.65% |
$293K - $330K
|
1.08K
$250K
|