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 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$3.53K - $4.17K
|
30
$7.31K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
27+ 0.31% |
$3.18K - $3.75K
|
8.71K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$2.94K - $3.47K
|
25
$6.09K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17+ 85.0% |
$2K - $2.36K
|
37
$9.02K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.21% |
$1.88K - $2.22K
|
7.66K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11+ 0.18% |
$1.3K - $1.53K
|
6.1K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.16% |
$1.3K - $1.53K
|
7.06K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.33% |
$942 - $1.11K
|
2.41K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7+ 0.09% |
$824 - $973
|
8.03K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.14% |
$824 - $973
|
5.12K
$1.25M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6+ 0.2% |
$706 - $834
|
2.95K
$719K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5+ 0.19% |
$589 - $695
|
2.69K
$655K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.23% |
$353 - $417
|
1.28K
$312K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.04% |
$353 - $417
|
8.05K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
3+ 0.07% |
$353 - $417
|
4.33K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$353 - $417
|
8.99K
$2.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.14% |
$235 - $278
|
1.47K
$359K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$118 - $139
|
475
$116K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$118 - $139
|
2.18K
$531K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3- 0.14% |
$353 - $417
|
2.13K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.01% |
$471 - $556
|
35.1K
$8.54M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 2.52% |
$1.88K - $2.22K
|
618
$151K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-17- 0.51% |
$2K - $2.36K
|
3.33K
$811K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-22- 0.68% |
$2.59K - $3.06K
|
3.22K
$785K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-22- 0.18% |
$2.59K - $3.06K
|
11.9K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24- 1.03% |
$2.83K - $3.33K
|
2.31K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25- 1.4% |
$2.94K - $3.47K
|
1.76K
$428K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-33- 1.14% |
$3.89K - $4.58K
|
2.86K
$698K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-35- 1.0% |
$4.12K - $4.86K
|
3.48K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37- 53.62% |
$4.36K - $5.14K
|
32
$7.8K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-37- 52.11% |
$4.36K - $5.14K
|
34
$8.29K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-41- 17.75% |
$4.83K - $5.7K
|
190
$46.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-50- 2.19% |
$5.89K - $6.95K
|
2.24K
$545K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-54- 2.0% |
$6.36K - $7.5K
|
2.64K
$644K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-59- 1.43% |
$6.95K - $8.2K
|
4.06K
$989K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-59- 1.59% |
$6.95K - $8.2K
|
3.66K
$891K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60- 2.57% |
$7.06K - $8.34K
|
2.28K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-65- 0.91% |
$7.65K - $9.03K
|
7.09K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-68- 66.67% |
$8.01K - $9.45K
|
34
$8.29K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-81- 4.8% |
$9.54K - $11.3K
|
1.61K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-81- 2.46% |
$9.54K - $11.3K
|
3.21K
$783K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-111- 0.79% |
$13.1K - $15.4K
|
13.9K
$3.4M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-124- 5.77% |
$14.6K - $17.2K
|
2.03K
$494K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-125- 14.57% |
$14.7K - $17.4K
|
733
$179K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-128- 0.51% |
$15.1K - $17.8K
|
25.1K
$6.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-146- 1.87% |
$17.2K - $20.3K
|
7.65K
$1.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-152- 8.04% |
$17.9K - $21.1K
|
1.74K
$424K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-171- 7.53% |
$20.1K - $23.8K
|
2.1K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 5.11% |
$23.5K - $27.8K
|
3.72K
$906K
|