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 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.31K- 12.64% |
$507K - $598K
|
29.8K
$6.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.9K- 4.5% |
$577K - $681K
|
104K
$24.2M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.32K- 9.96% |
$627K - $739K
|
48.1K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.77K- 29.37% |
$680K - $802K
|
13.9K
$3.23M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.15K- 7.48% |
$724K - $855K
|
76.1K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-6.89K- 5.84% |
$812K - $958K
|
111K
$25.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.39K- 15.51% |
$870K - $1.03M
|
40.3K
$9.35M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.87K- 69.95% |
$926K - $1.09M
|
3.38K
$785K
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-7.88K- 3.12% |
$927K - $1.09M
|
244K
$56.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.2K- 22.71% |
$1.2M - $1.42M
|
34.8K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 23.81% |
$1.36M - $1.6M
|
36.9K
$8.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.2K- 97.53% |
$1.79M - $2.11M
|
384
$89.2K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 78.75% |
$2.03M - $2.39M
|
4.65K
$1.08M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.1K- 67.44% |
$3.2M - $3.77M
|
13.1K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-31.1K- 91.52% |
$3.67M - $4.33M
|
2.89K
$670K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-35.3K- 63.11% |
$4.15M - $4.9M
|
20.6K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-36.6K- 11.27% |
$4.31M - $5.09M
|
288K
$67M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-40.3K- 15.18% |
$4.75M - $5.61M
|
225K
$52.4M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-42.9K- 74.85% |
$5.05M - $5.96M
|
14.4K
$3.35M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.1K- 62.89% |
$5.3M - $6.26M
|
26.6K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.1K- 62.89% |
$5.3M - $6.26M
|
26.6K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-50.4K- 1.09% |
$5.94M - $7.01M
|
4.58M
$1.06B
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54.5K- 19.99% |
$6.41M - $7.57M
|
218K
$50.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.4K- 21.41% |
$6.87M - $8.11M
|
214K
$49.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-58.8K- 85.62% |
$6.93M - $8.17M
|
9.88K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60.6K- 39.26% |
$7.13M - $8.42M
|
93.7K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-144K- 13.27% |
$16.9M - $20M
|
940K
$218M
|