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 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-475- 0.69% |
$103K - $116K
|
68K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-490- 4.87% |
$106K - $120K
|
9.58K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-496- 0.37% |
$107K - $121K
|
134K
$31.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-510- 4.72% |
$111K - $125K
|
10.3K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-574- 6.37% |
$124K - $140K
|
8.44K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-597- 24.09% |
$129K - $146K
|
1.88K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-603- 5.09% |
$131K - $148K
|
11.3K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-616- 3.77% |
$133K - $151K
|
15.7K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-629- 11.44% |
$136K - $154K
|
4.87K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-633- 24.46% |
$137K - $155K
|
1.96K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-726- 4.52% |
$157K - $178K
|
15.3K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-788- 2.32% |
$171K - $193K
|
33.2K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-806- 58.7% |
$175K - $197K
|
567
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-812- 1.45% |
$176K - $199K
|
55.3K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-815- 28.89% |
$177K - $199K
|
2.01K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-898- 2.54% |
$195K - $220K
|
34.4K
$8.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-927- 0.81% |
$201K - $227K
|
113K
$26.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-934- 1.39% |
$202K - $229K
|
66.4K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-996- 2.95% |
$216K - $244K
|
32.7K
$7.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1K- 9.31% |
$218K - $246K
|
9.78K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 1.0% |
$235K - $265K
|
108K
$25.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.14K- 0.27% |
$247K - $279K
|
428K
$101M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.21K- 3.23% |
$262K - $296K
|
36.3K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 6.13% |
$277K - $313K
|
19.6K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 11.78% |
$280K - $317K
|
9.69K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.35K- 55.65% |
$293K - $330K
|
1.08K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.41K- 1.36% |
$306K - $346K
|
102K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 4.9% |
$330K - $373K
|
29.6K
$6.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.53K- 11.26% |
$332K - $375K
|
12.1K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.65K- 5.68% |
$357K - $403K
|
27.3K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.66K- 7.67% |
$359K - $406K
|
20K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.68K- 2.44% |
$364K - $411K
|
67.2K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.72K- 83.48% |
$372K - $420K
|
340
$80.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.75K- 22.75% |
$379K - $428K
|
5.94K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.8K- 12.88% |
$389K - $439K
|
12.1K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.03K- 49.38% |
$440K - $497K
|
2.08K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.09K- 21.2% |
$452K - $511K
|
7.76K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.44K- 59.84% |
$528K - $597K
|
1.64K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.6K- 5.08% |
$563K - $636K
|
48.5K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.6K- 1.09% |
$564K - $636K
|
236K
$55.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.7K- 4.37% |
$584K - $659K
|
58.9K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.89K- 18.91% |
$627K - $708K
|
12.4K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.33K- 42.11% |
$722K - $815K
|
4.58K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.44% |
$759K - $857K
|
50.9K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.96K- 4.93% |
$859K - $970K
|
76.5K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 0.62% |
$884K - $998K
|
650K
$154M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.89K- 3.08% |
$1.06M - $1.2M
|
154K
$36.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-6.95K- 10.83% |
$1.51M - $1.7M
|
57.2K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7K- 7.04% |
$1.52M - $1.71M
|
92.4K
$21.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.3K- 2.61% |
$1.58M - $1.79M
|
272K
$64.3M
|