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 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
1.33K+ 1.98% |
$279K - $323K
|
68.5K
$16M
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.32K+ 2.21% |
$278K - $322K
|
61.2K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.28K+ 89.23% |
$270K - $312K
|
2.72K
$634K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.25KNew |
$263K - $304K
|
1.25K
$291K
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.24K+ 0.63% |
$260K - $301K
|
196K
$45.6M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.23KNew |
$259K - $300K
|
1.23K
$287K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.2K+ 1.21% |
$253K - $293K
|
101K
$23.5M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.17K+ 85.33% |
$246K - $284K
|
2.54K
$591K
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.16KNew |
$244K - $283K
|
1.16K
$271K
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.15K+ 6.06% |
$242K - $280K
|
20.2K
$4.69M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 7.45% |
$230K - $266K
|
15.8K
$3.67M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.07KNew |
$224K - $259K
|
1.07K
$248K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.06KNew |
$224K - $259K
|
1.06K
$248K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.05KNew |
$220K - $255K
|
1.05K
$244K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$238K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.02KNew |
$215K - $249K
|
1.02K
$238K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.02K+ 5.38% |
$215K - $248K
|
20K
$4.65M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.01K+ 13.07% |
$213K - $246K
|
8.74K
$2.04M
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1K+ 21.73% |
$210K - $243K
|
5.6K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
985New |
$207K - $240K
|
985
$229K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
985+ 31.86% |
$207K - $240K
|
4.08K
$949K
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
973New |
$205K - $237K
|
973
$227K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
970New |
$204K - $236K
|
970
$226K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
967+ 1465.15% |
$203K - $235K
|
1.03K
$241K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
967New |
$203K - $235K
|
967
$225K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
936+ 6.0% |
$197K - $228K
|
16.5K
$3.85M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
925+ 4.5% |
$194K - $225K
|
21.5K
$5M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
882+ 19.96% |
$185K - $215K
|
5.3K
$1.23M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
868+ 3.56% |
$182K - $211K
|
25.2K
$5.88M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
843+ 957.95% |
$177K - $205K
|
931
$217K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
830+ 3.74% |
$174K - $202K
|
23.1K
$5.37M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
802+ 5.19% |
$169K - $195K
|
16.2K
$3.78M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
798+ 1.35% |
$168K - $194K
|
59.7K
$13.9M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
786+ 80.62% |
$165K - $191K
|
1.76K
$410K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
714New |
$150K - $174K
|
714
$166K
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
700+ 3.57% |
$147K - $170K
|
20.3K
$4.73M
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
549+ 0.99% |
$115K - $134K
|
55.8K
$13M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
549+ 19.26% |
$115K - $134K
|
3.4K
$792K
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
542+ 0.53% |
$114K - $132K
|
103K
$23.9M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
535New |
$112K - $130K
|
535
$125K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
512+ 51.56% |
$108K - $125K
|
1.51K
$350K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
511+ 56.4% |
$107K - $124K
|
1.42K
$330K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
511+ 0.1% |
$107K - $124K
|
501K
$117M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
508+ 18.57% |
$107K - $124K
|
3.24K
$755K
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
478+ 3.24% |
$100K - $116K
|
15.2K
$3.54M
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
465+ 1.46% |
$97.7K - $113K
|
32.3K
$7.53M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
458+ 5.43% |
$96.3K - $111K
|
8.9K
$2.07M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
449+ 12.0% |
$94.4K - $109K
|
4.19K
$976K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
440+ 5.81% |
$92.5K - $107K
|
8.01K
$1.87M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
430+ 23.48% |
$90.4K - $105K
|
2.26K
$527K
|