Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2024. 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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
731K+ 14.54% |
$125M - $144M
|
5.76M
$1.31B
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
682K+ 14.37% |
$116M - $134M
|
5.43M
$1.24B
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
622K+ 272.72% |
$106M - $122M
|
849K
$194M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 23.0% |
$84.1M - $97.2M
|
2.64M
$602M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
309K+ 24.51% |
$52.7M - $60.8M
|
1.57M
$358M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
277K+ 23.94% |
$47.2M - $54.5M
|
1.43M
$327M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
277KNew |
$47.1M - $54.4M
|
277K
$63M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
202K+ 186.12% |
$34.4M - $39.8M
|
311K
$70.8M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
172K+ 23.33% |
$29.3M - $33.8M
|
908K
$207M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
170K+ 10.83% |
$29M - $33.5M
|
1.74M
$397M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161K+ 171.88% |
$27.5M - $31.7M
|
255K
$58.1M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
133K+ 93.73% |
$22.7M - $26.3M
|
276K
$62.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
113KNew |
$19.3M - $22.3M
|
113K
$25.8M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
91.6K+ 37.73% |
$15.6M - $18M
|
334K
$76.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.7K+ 17.2% |
$14.9M - $17.3M
|
598K
$136M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 6.39% |
$12.5M - $14.5M
|
1.23M
$279M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.6K+ 6.39% |
$12.5M - $14.5M
|
1.23M
$279M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
72.9K+ 27.11% |
$12.4M - $14.4M
|
342K
$77.9M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
67.2KNew |
$11.5M - $13.2M
|
67.2K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.2K+ 36.89% |
$10.4M - $12.1M
|
227K
$51.8M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.7K+ 20.11% |
$8.8M - $10.2M
|
308K
$70.3M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
51.3K+ 910.25% |
$8.75M - $10.1M
|
57K
$13M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49.1K+ 60.14% |
$8.37M - $9.67M
|
131K
$29.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.1K+ 2.8% |
$8.03M - $9.28M
|
1.73M
$395M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 11.18% |
$6.83M - $7.9M
|
399K
$90.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
35.5KNew |
$6.05M - $6.99M
|
35.5K
$8.1M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
34.7K+ 2761.13% |
$5.92M - $6.84M
|
36K
$8.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
33K+ 5.04% |
$5.63M - $6.5M
|
689K
$157M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
31.3K+ 25.73% |
$5.34M - $6.17M
|
153K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.7K+ 26.2% |
$5.24M - $6.05M
|
148K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
30.3K+ 47.67% |
$5.17M - $5.97M
|
93.9K
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.2K+ 94.76% |
$4.8M - $5.55M
|
57.9K
$13.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
27.6K+ 92.94% |
$4.7M - $5.43M
|
57.3K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.4KNew |
$4.5M - $5.2M
|
26.4K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.4K+ 172.44% |
$4.5M - $5.2M
|
41.7K
$9.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.7K+ 24.43% |
$4.03M - $4.66M
|
121K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.1KNew |
$3.94M - $4.55M
|
23.1K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9K+ 43.79% |
$3.9M - $4.5M
|
75.1K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 9.34% |
$3.53M - $4.08M
|
243K
$55.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.7K+ 38.35% |
$3.53M - $4.08M
|
74.8K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20K+ 27.94% |
$3.41M - $3.94M
|
91.7K
$20.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
18.7KNew |
$3.18M - $3.67M
|
18.7K
$4.25M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
18.1K+ 23.58% |
$3.08M - $3.56M
|
94.9K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 19.08% |
$2.82M - $3.26M
|
103K
$23.5M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.7K+ 6.19% |
$2.51M - $2.9M
|
252K
$57.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.1K+ 147.06% |
$2.4M - $2.77M
|
23.7K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
14KNew |
$2.39M - $2.76M
|
14K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14K+ 14.56% |
$2.38M - $2.75M
|
110K
$25M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$2.28M - $2.63M
|
13.4K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 29.98% |
$2.17M - $2.5M
|
55.2K
$12.6M
|