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 $7.21M
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
1.66K
New
$195K - $230K
1.66K $385K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
1.64K
New
$194K - $228K
1.64K $382K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.58K
New
$187K - $220K
1.58K $368K
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
1.5K
New
$177K - $209K
1.5K $349K
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
1.45K
New
$171K - $201K
1.45K $337K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.19K
New
$141K - $166K
1.19K $277K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.08K
+ 5138.1%
$127K - $150K
1.1K $256K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
1.04K
+ 19.8%
$122K - $144K
6.28K $1.46M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.03K
+ 1.02%
$121K - $143K
102K $23.7M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
915
+ 590.32%
$108K - $127K
1.07K $249K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
903
+ 25.39%
$106K - $125K
4.46K $1.04M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
825
New
$97.1K - $115K
825 $192K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
808
+ 13.25%
$95.1K - $112K
6.91K $1.6M
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
807
+ 14.38%
$95K - $112K
6.42K $1.49M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
804
+ 3.41%
$94.7K - $112K
24.4K $5.66M
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
759
New
$89.4K - $105K
759 $176K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
747
+ 2.29%
$88K - $104K
33.3K $7.74M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
706
+ 12.92%
$83.1K - $98.1K
6.17K $1.43M
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
554
New
$65.2K - $77K
554 $129K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
539
+ 2.26%
$63.5K - $74.9K
24.4K $5.66M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
535
+ 19.67%
$63K - $74.3K
3.26K $756K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
530
+ 4.89%
$62.4K - $73.6K
11.4K $2.64M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
459
+ 5.28%
$54K - $63.8K
9.15K $2.13M
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
371
New
$43.7K - $51.5K
371 $86.2K
May 08, 2023 Q1 2023
Atlantic Union Bankshares Corp

BUY
 -
370
+ 0.11%
$43.6K - $51.4K
339K $78.7M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
330
+ 6.7%
$38.9K - $45.8K
5.25K $1.22M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
324
+ 15.56%
$38.1K - $45K
2.41K $559K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
256
+ 0.84%
$30.1K - $35.6K
30.9K $7.17M
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
232
+ 2.95%
$27.3K - $32.2K
8.09K $1.88M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
199
+ 11.42%
$23.4K - $27.6K
1.94K $451K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
175
+ 4.51%
$20.6K - $24.3K
4.05K $941K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
173
+ 9.24%
$20.4K - $24K
2.05K $475K
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
158
+ 3.78%
$18.6K - $22K
4.34K $1.01M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
140
+ 6.09%
$16.5K - $19.5K
2.44K $567K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
123
New
$14.5K - $17.1K
123 $28.6K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
119
+ 7.13%
$14K - $16.5K
1.79K $416K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
100
New
$11.8K - $13.9K
100 $23.2K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
94
+ 0.83%
$11.1K - $13.1K
11.4K $2.65M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
84
+ 3.26%
$9.89K - $11.7K
2.66K $618K
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
73
+ 3.78%
$8.6K - $10.1K
2K $465K
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
72
+ 0.23%
$8.48K - $10K
31.6K $7.33M
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
71
+ 2.43%
$8.36K - $9.86K
2.99K $695K
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
55
+ 0.42%
$6.48K - $7.64K
13.2K $3.07M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
52
+ 0.62%
$6.12K - $7.22K
8.38K $1.95M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
37
+ 1.07%
$4.36K - $5.14K
3.49K $811K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
36
+ 0.43%
$4.24K - $5K
8.45K $1.96M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
35
+ 0.74%
$4.12K - $4.86K
4.75K $1.1M
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
33
+ 1.38%
$3.89K - $4.58K
2.42K $563K

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