Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

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 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.76K
+ 5.99%
$207K - $244K
31K $7.31M
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
1.66K
New
$195K - $230K
1.66K $390K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
1.64K
New
$194K - $228K
1.64K $387K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.58K
New
$187K - $220K
1.58K $373K
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
1.5K
New
$177K - $209K
1.5K $354K
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
1.45K
New
$171K - $201K
1.45K $341K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.19K
New
$141K - $166K
1.19K $281K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.08K
+ 5138.1%
$127K - $150K
1.1K $259K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
1.04K
+ 19.8%
$122K - $144K
6.28K $1.48M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.03K
+ 1.02%
$121K - $143K
102K $24.1M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
915
+ 590.32%
$108K - $127K
1.07K $252K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
903
+ 25.39%
$106K - $125K
4.46K $1.05M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
825
New
$97.1K - $115K
825 $194K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
808
+ 13.25%
$95.1K - $112K
6.91K $1.63M
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
807
+ 14.38%
$95K - $112K
6.42K $1.51M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
804
+ 3.41%
$94.7K - $112K
24.4K $5.74M
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
759
New
$89.4K - $105K
759 $179K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
747
+ 2.29%
$88K - $104K
33.3K $7.85M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
706
+ 12.92%
$83.1K - $98.1K
6.17K $1.45M
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
554
New
$65.2K - $77K
554 $131K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
539
+ 2.26%
$63.5K - $74.9K
24.4K $5.74M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
535
+ 19.67%
$63K - $74.3K
3.26K $767K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
530
+ 4.89%
$62.4K - $73.6K
11.4K $2.68M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
459
+ 5.28%
$54K - $63.8K
9.15K $2.16M
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
371
New
$43.7K - $51.5K
371 $87.4K
May 08, 2023 Q1 2023
Atlantic Union Bankshares Corp

BUY
 -
370
+ 0.11%
$43.6K - $51.4K
339K $79.8M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
330
+ 6.7%
$38.9K - $45.8K
5.25K $1.24M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
324
+ 15.56%
$38.1K - $45K
2.41K $567K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
256
+ 0.84%
$30.1K - $35.6K
30.9K $7.27M
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
232
+ 2.95%
$27.3K - $32.2K
8.09K $1.91M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
199
+ 11.42%
$23.4K - $27.6K
1.94K $457K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
175
+ 4.51%
$20.6K - $24.3K
4.05K $955K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
173
+ 9.24%
$20.4K - $24K
2.05K $482K
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
158
+ 3.78%
$18.6K - $22K
4.34K $1.02M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
140
+ 6.09%
$16.5K - $19.5K
2.44K $575K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
123
New
$14.5K - $17.1K
123 $29K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
119
+ 7.13%
$14K - $16.5K
1.79K $421K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
100
New
$11.8K - $13.9K
100 $23.6K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
94
+ 0.83%
$11.1K - $13.1K
11.4K $2.69M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
84
+ 3.26%
$9.89K - $11.7K
2.66K $627K
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
73
+ 3.78%
$8.6K - $10.1K
2K $472K
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
72
+ 0.23%
$8.48K - $10K
31.6K $7.43M
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
71
+ 2.43%
$8.36K - $9.86K
2.99K $705K
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
55
+ 0.42%
$6.48K - $7.64K
13.2K $3.11M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
52
+ 0.62%
$6.12K - $7.22K
8.38K $1.97M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
37
+ 1.07%
$4.36K - $5.14K
3.49K $822K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
36
+ 0.43%
$4.24K - $5K
8.45K $1.99M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
35
+ 0.74%
$4.12K - $4.86K
4.75K $1.12M
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
33
+ 1.38%
$3.89K - $4.58K
2.42K $571K

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