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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.91KNew |
$696K - $821K
|
5.91K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.47K+ 3825.87% |
$644K - $760K
|
5.61K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.35K+ 1200.0% |
$630K - $744K
|
5.8K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.34K+ 3581.21% |
$628K - $741K
|
5.49K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.26K+ 14.67% |
$619K - $731K
|
41.1K
$10M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.17K+ 146.1% |
$609K - $718K
|
8.71K
$2.12M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.14KNew |
$605K - $714K
|
5.14K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.92KNew |
$579K - $683K
|
4.92K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.75K+ 20.82% |
$559K - $660K
|
27.6K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.67K+ 5.81% |
$550K - $649K
|
85.1K
$20.7M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.64KNew |
$546K - $644K
|
4.64K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.58K+ 1.77% |
$539K - $636K
|
263K
$64M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.53KNew |
$533K - $629K
|
4.53K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.13K+ 158.4% |
$486K - $574K
|
6.74K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.91K+ 361.57% |
$460K - $543K
|
4.99K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8KNew |
$448K - $528K
|
3.8K
$927K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.74K+ 14.04% |
$441K - $520K
|
30.4K
$7.41M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.71K+ 99.97% |
$436K - $515K
|
7.41K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.64K+ 62.91% |
$428K - $505K
|
9.42K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.5K+ 102.58% |
$412K - $486K
|
6.91K
$1.68M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.48K+ 9.25% |
$409K - $483K
|
41K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.29K+ 3.73% |
$388K - $458K
|
91.6K
$22.3M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.25KNew |
$383K - $451K
|
3.25K
$792K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.14KNew |
$369K - $436K
|
3.14K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.14KNew |
$369K - $436K
|
3.14K
$764K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.06KNew |
$360K - $425K
|
3.06K
$746K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.06K+ 0.68% |
$360K - $425K
|
454K
$111M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.99K+ 61.1% |
$353K - $416K
|
7.89K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.97K+ 7.93% |
$350K - $413K
|
40.4K
$9.85M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.96KNew |
$348K - $411K
|
2.96K
$721K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.86K+ 14.14% |
$337K - $398K
|
23.1K
$5.63M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73KNew |
$321K - $379K
|
2.73K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.7KNew |
$318K - $375K
|
2.7K
$658K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.65K+ 29.76% |
$312K - $368K
|
11.6K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.65K+ 53.45% |
$311K - $367K
|
7.59K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.59K+ 85.74% |
$305K - $360K
|
5.62K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
2.53K+ 10.53% |
$298K - $352K
|
26.6K
$6.48M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.51K+ 4.68% |
$295K - $348K
|
56K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.5KNew |
$295K - $348K
|
2.5K
$610K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
2.48K+ 5.01% |
$292K - $344K
|
51.9K
$12.6M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.46KNew |
$290K - $342K
|
2.46K
$601K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.39K+ 5.79% |
$282K - $332K
|
43.7K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.38KNew |
$281K - $331K
|
2.38K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 39.63% |
$280K - $330K
|
8.37K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.36KNew |
$277K - $327K
|
2.36K
$574K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.22K+ 2.49% |
$261K - $308K
|
91.4K
$22.3M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2.2KNew |
$259K - $306K
|
2.2K
$537K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$229K - $271K
|
1.95K
$475K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$222K - $261K
|
1.88K
$459K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.82K+ 25.42% |
$214K - $253K
|
8.98K
$2.19M
|