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 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-9- 0.25% |
$1.89K - $2.19K
|
3.65K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12- 0.62% |
$2.52K - $2.92K
|
1.93K
$449K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-13- 0.39% |
$2.73K - $3.16K
|
3.33K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-15- 0.46% |
$3.15K - $3.65K
|
3.28K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-16- 0.12% |
$3.36K - $3.89K
|
13.6K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 3.1% |
$4.2K - $4.87K
|
626
$146K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22- 1.45% |
$4.62K - $5.35K
|
1.49K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-23- 0.65% |
$4.83K - $5.6K
|
3.51K
$816K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 18.6% |
$5.04K - $5.84K
|
105
$24.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-24- 0.63% |
$5.04K - $5.84K
|
3.78K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-27- 1.05% |
$5.68K - $6.57K
|
2.54K
$591K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-35- 13.41% |
$7.36K - $8.52K
|
226
$52.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-38- 3.64% |
$7.99K - $9.25K
|
1.01K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-39- 0.8% |
$8.2K - $9.49K
|
4.83K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-40- 2.77% |
$8.41K - $9.73K
|
1.4K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-40- 4.04% |
$8.41K - $9.73K
|
950
$221K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-41- 1.17% |
$8.62K - $9.98K
|
3.45K
$804K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-43- 2.56% |
$9.04K - $10.5K
|
1.64K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-46- 34.59% |
$9.67K - $11.2K
|
87
$20.3K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 2.24% |
$10.5K - $12.2K
|
2.18K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-51- 2.27% |
$10.7K - $12.4K
|
2.2K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-53- 27.75% |
$11.1K - $12.9K
|
138
$32.1K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-57- 0.73% |
$12K - $13.9K
|
7.7K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-58- 1.02% |
$12.2K - $14.1K
|
5.64K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-63- 15.87% |
$13.2K - $15.3K
|
334
$77.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-65- 3.54% |
$13.7K - $15.8K
|
1.77K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-66- 5.19% |
$13.9K - $16.1K
|
1.21K
$281K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-66- 0.78% |
$13.9K - $16.1K
|
8.38K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-69- 4.88% |
$14.5K - $16.8K
|
1.34K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-69- 2.22% |
$14.5K - $16.8K
|
3.05K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80- 0.81% |
$16.8K - $19.5K
|
9.83K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 5.27% |
$16.8K - $19.5K
|
1.44K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-80- 3.89% |
$16.8K - $19.5K
|
1.98K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-80- 4.65% |
$16.8K - $19.5K
|
1.64K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-85- 6.07% |
$17.9K - $20.7K
|
1.32K
$306K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-85- 2.14% |
$17.9K - $20.7K
|
3.89K
$905K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-86- 6.83% |
$18.1K - $20.9K
|
1.17K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-87- 1.63% |
$18.3K - $21.2K
|
5.24K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-90- 4.07% |
$18.9K - $21.9K
|
2.12K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-98- 1.65% |
$20.6K - $23.8K
|
5.83K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-102- 4.74% |
$21.4K - $24.8K
|
2.05K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-107- 0.36% |
$22.5K - $26K
|
29.7K
$6.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-112- 0.99% |
$23.5K - $27.3K
|
11.2K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-113- 10.2% |
$23.8K - $27.5K
|
995
$232K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-118- 5.56% |
$24.8K - $28.7K
|
2K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 9.9% |
$25.9K - $29.9K
|
1.12K
$261K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-128- 13.78% |
$26.9K - $31.1K
|
801
$187K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-128- 2.15% |
$26.9K - $31.1K
|
5.82K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-128- 2.48% |
$26.9K - $31.1K
|
5.04K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 25.45% |
$29.4K - $34.1K
|
410
$95.5K
|