Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67M+ 52.86% |
$314M - $371M
|
7.72M
$1.88B
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4M+ 400.99% |
$165M - $194M
|
1.75M
$426M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.08MNew |
$127M - $150M
|
1.08M
$264M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
625K+ 11.42% |
$73.6M - $86.9M
|
6.1M
$1.49B
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
405K+ 1818.1% |
$47.7M - $56.3M
|
427K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
250K+ 26.28% |
$29.5M - $34.8M
|
1.2M
$293M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 27.41% |
$25M - $29.4M
|
985K
$240M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
175K+ 1586.33% |
$20.6M - $24.3M
|
186K
$45.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
93.6K+ 26.0% |
$11M - $13M
|
454K
$111M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.2K+ 9.36% |
$9.09M - $10.7M
|
902K
$220M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
76K+ 6.59% |
$8.95M - $10.6M
|
1.23M
$300M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.7K+ 20.5% |
$8.33M - $9.82M
|
416K
$101M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
64.6K+ 1242.63% |
$7.61M - $8.97M
|
69.8K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.2K+ 169.9% |
$7.44M - $8.78M
|
100K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
61.5K+ 166.21% |
$7.24M - $8.54M
|
98.5K
$24M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58K+ 209.43% |
$6.83M - $8.06M
|
85.7K
$20.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
56.2KNew |
$6.62M - $7.81M
|
56.2K
$13.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
46.3KNew |
$5.45M - $6.43M
|
46.3K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
45.8K+ 8.31% |
$5.39M - $6.36M
|
596K
$145M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
45.7K+ 376.3% |
$5.38M - $6.34M
|
57.8K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
44.8KNew |
$5.27M - $6.22M
|
44.8K
$10.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
43.1K+ 82.69% |
$5.07M - $5.98M
|
95.1K
$23.2M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.6KNew |
$5.01M - $5.91M
|
42.6K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.9K+ 109.55% |
$4.11M - $4.85M
|
66.8K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
32.2K+ 110.41% |
$3.79M - $4.47M
|
61.3K
$14.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
31.5KNew |
$3.71M - $4.37M
|
31.5K
$7.67M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29.8K+ 272.18% |
$3.51M - $4.14M
|
40.7K
$9.93M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.9K+ 65.86% |
$3.16M - $3.73M
|
67.6K
$16.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.3K+ 169.54% |
$2.98M - $3.52M
|
40.3K
$9.81M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22.7K+ 14.56% |
$2.67M - $3.16M
|
179K
$43.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
21.4K+ 24.54% |
$2.52M - $2.97M
|
109K
$26.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19.1K+ 2.93% |
$2.25M - $2.65M
|
670K
$163M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.6KNew |
$2.19M - $2.59M
|
18.6K
$4.54M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
18.2K+ 24.77% |
$2.14M - $2.53M
|
91.7K
$22.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.7KNew |
$2.08M - $2.46M
|
17.7K
$4.32M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1.75M - $2.07M
|
14.9K
$3.63M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.6K+ 39.59% |
$1.6M - $1.89M
|
47.9K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 200.34% |
$1.38M - $1.63M
|
17.6K
$4.28M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$1.35M - $1.6M
|
11.5K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 4.26% |
$1.3M - $1.53M
|
269K
$65.7M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8K+ 6.91% |
$1.27M - $1.5M
|
167K
$40.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.2K+ 18.25% |
$1.21M - $1.42M
|
66.4K
$16.2M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.99KNew |
$1.18M - $1.39M
|
9.99K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
9.88K+ 19.54% |
$1.16M - $1.37M
|
60.5K
$14.7M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
8.46K+ 236.82% |
$997K - $1.18M
|
12K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.27K+ 5.92% |
$973K - $1.15M
|
148K
$36.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.19K+ 18.33% |
$964K - $1.14M
|
52.9K
$12.9M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.15KNew |
$842K - $993K
|
7.15K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.79K+ 11.7% |
$799K - $943K
|
64.8K
$15.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
5.95KNew |
$701K - $827K
|
5.95K
$1.45M
|