Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.95KNew |
$980K - $1.22M
|
6.95K
$1.64M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.72K+ 236.18% |
$948K - $1.18M
|
9.57K
$2.25M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.58KNew |
$928K - $1.15M
|
6.58K
$1.55M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.42K+ 62.04% |
$905K - $1.12M
|
16.8K
$3.95M
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
5.24K+ 21.1% |
$738K - $917K
|
30K
$7.08M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
5.06K+ 1.63% |
$714K - $886K
|
315K
$74.2M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.59KNew |
$647K - $803K
|
4.59K
$1.08M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.43K+ 23.23% |
$624K - $775K
|
23.5K
$5.53M
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.43K+ 37.19% |
$624K - $775K
|
16.3K
$3.85M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.38K+ 39.28% |
$617K - $766K
|
15.5K
$3.66M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.08KNew |
$576K - $715K
|
4.08K
$962K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.04K+ 51.64% |
$569K - $707K
|
11.9K
$2.79M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.99K+ 10.6% |
$563K - $699K
|
41.7K
$9.81M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.77K+ 73.95% |
$532K - $660K
|
8.87K
$2.09M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.43KNew |
$484K - $601K
|
3.43K
$808K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.4KNew |
$479K - $595K
|
3.4K
$800K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.12K+ 27.89% |
$439K - $546K
|
14.3K
$3.37M
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.96K+ 52.66% |
$417K - $518K
|
8.58K
$2.02M
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.96K+ 3.58% |
$417K - $518K
|
85.6K
$20.2M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.84K+ 2.53% |
$400K - $496K
|
115K
$27M
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.76K+ 9.91% |
$388K - $482K
|
30.5K
$7.2M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.69K+ 15.07% |
$380K - $471K
|
20.6K
$4.84M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.65KNew |
$373K - $463K
|
2.65K
$624K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$345K - $429K
|
2.45K
$577K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.35KNew |
$331K - $411K
|
2.35K
$553K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.17K+ 105.39% |
$306K - $380K
|
4.23K
$996K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.08KNew |
$293K - $364K
|
2.08K
$490K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.06K+ 8.38% |
$291K - $361K
|
26.7K
$6.28M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$288K - $358K
|
2.04K
$481K
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.95K+ 34.78% |
$275K - $342K
|
7.57K
$1.78M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.95K+ 26.93% |
$275K - $341K
|
9.19K
$2.17M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.91K+ 16.87% |
$270K - $335K
|
13.3K
$3.12M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.73K+ 37.81% |
$244K - $303K
|
6.32K
$1.49M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.68KNew |
$236K - $293K
|
1.68K
$395K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.67K+ 230.11% |
$235K - $292K
|
2.39K
$563K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.66K+ 20.69% |
$235K - $291K
|
9.71K
$2.29M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
1.66KNew |
$234K - $291K
|
1.66K
$392K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.59KNew |
$225K - $279K
|
1.59K
$375K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$223K - $277K
|
1.58K
$372K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.31K+ 34.45% |
$185K - $230K
|
5.12K
$1.21M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23K+ 87.94% |
$174K - $216K
|
2.63K
$620K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.07K+ 15.05% |
$150K - $187K
|
8.15K
$1.92M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 2.79% |
$149K - $185K
|
38.9K
$9.17M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
874New |
$123K - $153K
|
874
$206K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
835+ 10.8% |
$118K - $146K
|
8.57K
$2.02M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
830+ 54.14% |
$117K - $145K
|
2.36K
$557K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
772+ 9.22% |
$109K - $135K
|
9.14K
$2.15M
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
772+ 9.22% |
$109K - $135K
|
9.14K
$2.15M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
693+ 21.67% |
$97.7K - $121K
|
3.89K
$917K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
675New |
$95.2K - $118K
|
675
$159K
|