Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q1 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
680K+ 45.05% |
$143M - $165M
|
2.19M
$510M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
152K+ 57.43% |
$31.9M - $36.9M
|
416K
$96.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
132K+ 207.65% |
$27.7M - $32.1M
|
196K
$45.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
123K+ 41.36% |
$25.8M - $29.9M
|
420K
$97.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90K+ 6.01% |
$18.9M - $21.9M
|
1.59M
$370M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
69.1K+ 1235.42% |
$14.5M - $16.8M
|
74.7K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
58.8KNew |
$12.4M - $14.3M
|
58.8K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56.9K+ 14.13% |
$12M - $13.8M
|
459K
$107M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.2K+ 2559.28% |
$11.6M - $13.4M
|
57.3K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
54.3K+ 59.55% |
$11.4M - $13.2M
|
145K
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.4K+ 2.13% |
$10.6M - $12.3M
|
2.42M
$563M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
49.6KNew |
$10.4M - $12.1M
|
49.6K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.9K+ 77.45% |
$9.44M - $10.9M
|
103K
$24M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
31.6K+ 2685.99% |
$6.65M - $7.7M
|
32.8K
$7.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
31.6K+ 75.55% |
$6.64M - $7.69M
|
73.4K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.5K+ 44.32% |
$6.4M - $7.41M
|
99.2K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.1K+ 804.97% |
$6.33M - $7.33M
|
33.9K
$7.89M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27K+ 5.99% |
$5.68M - $6.58M
|
478K
$111M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.7K+ 54.43% |
$5.61M - $6.49M
|
75.7K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
26.5KNew |
$5.56M - $6.44M
|
26.5K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
25.2K+ 90.42% |
$5.29M - $6.12M
|
53K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 545.92% |
$5.24M - $6.06M
|
29.5K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
24.6KNew |
$5.17M - $5.98M
|
24.6K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
23.9K+ 189.3% |
$5.02M - $5.81M
|
36.5K
$8.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21.2K+ 137.11% |
$4.45M - $5.15M
|
36.6K
$8.52M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
20.3K+ 41.92% |
$4.28M - $4.95M
|
68.9K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
19.5KNew |
$4.09M - $4.74M
|
19.5K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
19KNew |
$3.99M - $4.61M
|
19K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18K+ 18.59% |
$3.78M - $4.38M
|
115K
$26.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.7K+ 888.8% |
$3.5M - $4.06M
|
18.5K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16KNew |
$3.35M - $3.88M
|
16K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8K+ 354.4% |
$3.32M - $3.85M
|
20.3K
$4.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
14.4KNew |
$3.02M - $3.5M
|
14.4K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
13.7KNew |
$2.88M - $3.33M
|
13.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.5K+ 1544.51% |
$2.84M - $3.28M
|
14.4K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.5K+ 20881.67% |
$2.63M - $3.05M
|
12.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.9K+ 4.9% |
$2.51M - $2.91M
|
255K
$59.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 112.19% |
$2.46M - $2.84M
|
22.1K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 28.31% |
$2.29M - $2.65M
|
49.3K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.9KNew |
$2.08M - $2.41M
|
9.9K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.78K+ 12.26% |
$2.05M - $2.38M
|
89.5K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.95KNew |
$1.88M - $2.18M
|
8.95K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.89K+ 15.54% |
$1.87M - $2.16M
|
66.1K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.56K+ 21.26% |
$1.8M - $2.08M
|
48.8K
$11.4M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
8.41K+ 14.21% |
$1.77M - $2.05M
|
67.6K
$15.7M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.22KNew |
$1.73M - $2M
|
8.22K
$1.91M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.22KNew |
$1.73M - $2M
|
8.22K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.78K+ 397.7% |
$1.63M - $1.89M
|
9.73K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.77K+ 9.01% |
$1.42M - $1.65M
|
81.9K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.3KNew |
$1.32M - $1.53M
|
6.3K
$1.47M
|