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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
2.2K+ 100.0% |
$375K - $433K
|
4.4K
$1M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.16K+ 4.82% |
$367K - $424K
|
46.9K
$10.7M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.06K+ 73.19% |
$350K - $405K
|
4.87K
$1.11M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 52.9% |
$343K - $397K
|
5.83K
$1.33M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.01K+ 37.32% |
$342K - $395K
|
7.38K
$1.68M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 38.99% |
$329K - $380K
|
6.88K
$1.57M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.88K+ 26.54% |
$321K - $370K
|
8.97K
$2.04M
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.87KNew |
$318K - $368K
|
1.87K
$426K
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.81KNew |
$309K - $357K
|
1.81K
$413K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.8K+ 14.09% |
$306K - $353K
|
14.5K
$3.31M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.75KNew |
$299K - $345K
|
1.75K
$400K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 8.44% |
$286K - $330K
|
21.5K
$4.91M
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.66K+ 9782.35% |
$283K - $327K
|
1.68K
$383K
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.6KNew |
$273K - $315K
|
1.6K
$365K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54KNew |
$263K - $304K
|
1.54K
$352K
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.48K+ 18.51% |
$253K - $292K
|
9.5K
$2.16M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.44KNew |
$246K - $284K
|
1.44K
$328K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.39K+ 4.23% |
$237K - $274K
|
34.3K
$7.81M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.39KNew |
$236K - $273K
|
1.39K
$316K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.39KNew |
$236K - $273K
|
1.39K
$316K
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.39K+ 3.15% |
$236K - $273K
|
45.4K
$10.3M
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.37K+ 1.34% |
$233K - $269K
|
103K
$23.6M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.33KNew |
$226K - $261K
|
1.33K
$302K
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.3K+ 1.87% |
$221K - $255K
|
70.6K
$16.1M
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.27KNew |
$216K - $249K
|
1.27K
$288K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.26K+ 2.2% |
$215K - $248K
|
58.5K
$13.3M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.24K+ 72.02% |
$212K - $245K
|
2.97K
$677K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.24KNew |
$211K - $244K
|
1.24K
$282K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.21KNew |
$206K - $238K
|
1.21K
$276K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.21K+ 24.02% |
$206K - $238K
|
6.23K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2KNew |
$204K - $235K
|
1.2K
$272K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19K+ 9.28% |
$203K - $234K
|
14K
$3.19M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 475.92% |
$199K - $229K
|
1.41K
$322K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.16K+ 7.02% |
$198K - $229K
|
17.7K
$4.04M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.15KNew |
$196K - $227K
|
1.15K
$262K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 69.49% |
$189K - $218K
|
2.7K
$615K
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.09K+ 3.31% |
$186K - $215K
|
34.1K
$7.78M
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08K+ 1.8% |
$184K - $212K
|
61K
$13.9M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.07KNew |
$182K - $210K
|
1.07K
$243K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$180K - $208K
|
1.06K
$241K
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.06KNew |
$180K - $208K
|
1.06K
$240K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.05KNew |
$180K - $207K
|
1.05K
$240K
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.03KNew |
$175K - $202K
|
1.03K
$234K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 6.99% |
$172K - $199K
|
15.4K
$3.52M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
968New |
$165K - $191K
|
968
$221K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
871+ 6.94% |
$148K - $171K
|
13.4K
$3.06M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
830+ 0.34% |
$141K - $163K
|
243K
$55.4M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
790New |
$135K - $155K
|
790
$180K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
736+ 7.93% |
$125K - $145K
|
10K
$2.28M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
727+ 26.58% |
$124K - $143K
|
3.46K
$789K
|