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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
422+ 33.92% |
$88.7K - $103K
|
1.67K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
416+ 51.68% |
$87.4K - $101K
|
1.22K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
408+ 15.08% |
$85.8K - $99.3K
|
3.11K
$725K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
400+ 800.0% |
$84.1K - $97.3K
|
450
$105K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
394+ 2.05% |
$82.8K - $95.9K
|
19.6K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
378+ 2.14% |
$79.5K - $92K
|
18.1K
$4.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
342+ 1.0% |
$71.9K - $83.2K
|
34.6K
$8.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
322+ 4.12% |
$67.7K - $78.4K
|
8.14K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
315+ 34.09% |
$66.2K - $76.6K
|
1.24K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
314+ 3.91% |
$66K - $76.4K
|
8.35K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
307New |
$64.5K - $74.7K
|
307
$71.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
294+ 381.82% |
$61.8K - $71.5K
|
371
$86.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
293+ 15.87% |
$61.6K - $71.3K
|
2.14K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
291+ 14.73% |
$61.2K - $70.8K
|
2.27K
$528K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
288+ 24.74% |
$60.5K - $70.1K
|
1.45K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
280+ 0.25% |
$58.9K - $68.1K
|
112K
$26.1M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
266+ 5.17% |
$55.9K - $64.7K
|
5.41K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
230+ 11500.0% |
$48.3K - $56K
|
232
$54K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
218+ 1.94% |
$45.8K - $53K
|
11.5K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
210+ 9.99% |
$44.1K - $51.1K
|
2.31K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$43.9K - $50.9K
|
209
$48.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
199+ 73.98% |
$41.8K - $48.4K
|
468
$109K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
195+ 16.96% |
$41K - $47.4K
|
1.35K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
191+ 5.98% |
$40.1K - $46.5K
|
3.39K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
188New |
$39.5K - $45.7K
|
188
$43.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
186+ 4.76% |
$39.1K - $45.3K
|
4.09K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
171New |
$35.9K - $41.6K
|
171
$39.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
169+ 31.71% |
$35.5K - $41.1K
|
702
$163K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
155+ 3.31% |
$32.6K - $37.7K
|
4.84K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
152+ 0.87% |
$31.9K - $37K
|
17.7K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
150+ 3.43% |
$31.5K - $36.5K
|
4.52K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
134+ 3.59% |
$28.2K - $32.6K
|
3.87K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
128+ 6.38% |
$26.9K - $31.1K
|
2.13K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128+ 1.48% |
$26.9K - $31.1K
|
8.79K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
127+ 3.35% |
$26.7K - $30.9K
|
3.92K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
123+ 7.54% |
$25.9K - $29.9K
|
1.75K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
119+ 8.51% |
$25K - $29K
|
1.52K
$354K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
116+ 6.17% |
$24.4K - $28.2K
|
2K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
114+ 1.14% |
$24K - $27.7K
|
10.1K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
113+ 1.64% |
$23.8K - $27.5K
|
7K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
100New |
$21K - $24.3K
|
100
$23.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$21K - $24.3K
|
100
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97+ 5.9% |
$20.4K - $23.6K
|
1.74K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
96+ 0.09% |
$20.2K - $23.4K
|
103K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
95+ 7.53% |
$20K - $23.1K
|
1.36K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94+ 2.05% |
$19.8K - $22.9K
|
4.67K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
92+ 0.18% |
$19.3K - $22.4K
|
51K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
91New |
$19.1K - $22.1K
|
91
$21.2K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
82+ 2.17% |
$17.2K - $20K
|
3.86K
$898K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
74+ 0.94% |
$15.6K - $18K
|
7.91K
$1.84M
|