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 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
82+ 2.17% |
$17.2K - $20K
|
3.86K
$947K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$16.8K - $19.5K
|
80
$19.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
74+ 0.94% |
$15.6K - $18K
|
7.91K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
72+ 3.46% |
$15.1K - $17.5K
|
2.15K
$529K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
65+ 6.02% |
$13.7K - $15.8K
|
1.14K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
61+ 1.57% |
$12.8K - $14.8K
|
3.94K
$967K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$11.8K - $13.6K
|
56
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 1.41% |
$10.5K - $12.2K
|
3.59K
$880K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
49+ 1.34% |
$10.3K - $11.9K
|
3.71K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47+ 0.27% |
$9.88K - $11.4K
|
17.5K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
40+ 4.02% |
$8.41K - $9.73K
|
1.04K
$254K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
38New |
$7.99K - $9.25K
|
38
$9.33K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
31+ 3.94% |
$6.52K - $7.54K
|
817
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
30+ 0.76% |
$6.31K - $7.3K
|
3.99K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25New |
$5.25K - $6.08K
|
25
$6.14K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20+ 1.2% |
$4.2K - $4.87K
|
1.69K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
19New |
$3.99K - $4.62K
|
19
$4.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.92% |
$3.78K - $4.38K
|
1.98K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 2.79% |
$3.57K - $4.14K
|
626
$154K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15+ 1.5% |
$3.15K - $3.65K
|
1.01K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14New |
$2.94K - $3.41K
|
14
$3.44K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.14% |
$2.1K - $2.43K
|
7.03K
$1.72M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 11.76% |
$2.1K - $2.43K
|
95
$23.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.37% |
$1.89K - $2.19K
|
2.42K
$593K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.11% |
$1.68K - $1.95K
|
7.19K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 58.33% |
$1.47K - $1.7K
|
19
$4.66K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.14% |
$841 - $973
|
2.78K
$682K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3New |
$631 - $730
|
3
$737
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3+ 0.21% |
$631 - $730
|
1.44K
$353K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.72K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$631 - $730
|
2.71K
$665K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.13% |
$631 - $730
|
2.24K
$551K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.13% |
$420 - $487
|
1.59K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.09% |
$420 - $487
|
2.32K
$569K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.08% |
$420 - $487
|
2.5K
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.13% |
$420 - $487
|
1.53K
$375K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.14% |
$420 - $487
|
1.42K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.12% |
$420 - $487
|
1.64K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2+ 0.09% |
$420 - $487
|
2.14K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$210 - $243
|
626
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$210 - $243
|
1.61K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$210 - $243
|
3.35K
$822K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.02% |
$210 - $243
|
5.86K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.06% |
$210 - $243
|
1.66K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1+ 0.07% |
$210 - $243
|
1.44K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$210 - $243
|
527
$129K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.06% |
$210 - $243
|
1.66K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.03% |
$210 - $243
|
3.24K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1+ 1.47% |
$210 - $243
|
69
$16.9K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$420 - $487
|
2.13K
$523K
|