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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.29K+ 12.56% |
$1.11M - $1.29M
|
47.4K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.86K+ 3.17% |
$1.02M - $1.18M
|
158K
$36.8M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.6K+ 3.63% |
$967K - $1.12M
|
131K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$953K - $1.1M
|
4.54K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
4.51K+ 6.63% |
$948K - $1.1M
|
72.6K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.81K+ 11.3% |
$801K - $928K
|
37.5K
$8.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.81K+ 13.14% |
$801K - $927K
|
32.8K
$7.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$726K - $840K
|
3.45K
$804K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3.39K+ 4.43% |
$713K - $826K
|
80K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.35K+ 1046.25% |
$704K - $815K
|
3.67K
$854K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
3.24K+ 6.22% |
$681K - $788K
|
55.4K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 52.71% |
$661K - $766K
|
9.11K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.11K+ 15.59% |
$654K - $757K
|
23.1K
$5.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.08K+ 7.63% |
$648K - $750K
|
43.5K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.05K+ 28.83% |
$641K - $742K
|
13.6K
$3.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.01K+ 47.01% |
$632K - $732K
|
9.4K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.84KNew |
$597K - $691K
|
2.84K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.74K+ 34.64% |
$576K - $666K
|
10.6K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.7K+ 12.32% |
$568K - $658K
|
24.7K
$5.74M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
2.65K+ 7.88% |
$557K - $645K
|
36.3K
$8.45M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.65KNew |
$557K - $645K
|
2.65K
$617K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.62K+ 13.83% |
$551K - $638K
|
21.6K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.57K+ 4.98% |
$541K - $626K
|
54.3K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
2.51KNew |
$528K - $611K
|
2.51K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.46K+ 18.55% |
$517K - $598K
|
15.7K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.45KNew |
$515K - $596K
|
2.45K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 42.28% |
$512K - $593K
|
8.19K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.4K+ 1.57% |
$504K - $583K
|
155K
$36.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.35KNew |
$494K - $572K
|
2.35K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.34KNew |
$491K - $568K
|
2.34K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.2KNew |
$461K - $534K
|
2.2K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.19KNew |
$461K - $533K
|
2.19K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 23.9% |
$454K - $526K
|
11.2K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.13K+ 12.77% |
$447K - $518K
|
18.8K
$4.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.12K+ 138.77% |
$445K - $516K
|
3.65K
$849K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.09K+ 4.02% |
$440K - $509K
|
54.1K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.98K+ 23.05% |
$416K - $482K
|
10.6K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.92K+ 10.36% |
$404K - $467K
|
20.5K
$4.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$385K - $446K
|
1.83K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.81K+ 16.22% |
$380K - $440K
|
12.9K
$3.01M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.81KNew |
$379K - $439K
|
1.81K
$420K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 15.8% |
$371K - $429K
|
12.9K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.75K+ 106.85% |
$367K - $425K
|
3.38K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 63.09% |
$353K - $409K
|
4.34K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.68K+ 3.27% |
$352K - $408K
|
53K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.62K+ 11.69% |
$341K - $395K
|
15.5K
$3.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 6.0% |
$321K - $372K
|
27K
$6.29M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.5K+ 54.34% |
$316K - $366K
|
4.27K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4KNew |
$294K - $341K
|
1.4K
$326K
|