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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 14.75% |
$44.5M - $51.5M
|
1.22M
$285M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-215K- 3.45% |
$45.3M - $52.4M
|
6.03M
$1.4B
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-241K- 4.49% |
$50.7M - $58.7M
|
5.12M
$1.19B
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-319K- 93.78% |
$67M - $77.6M
|
21.1K
$4.92M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-693K- 41.3% |
$146M - $169M
|
986K
$230M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.38M- 85.27% |
$501M - $580M
|
412K
$95.9M
|