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 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-157- 62.3% |
$33K - $38.2K
|
95
$22.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-158- 0.77% |
$33.2K - $38.4K
|
20.4K
$4.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-160- 0.78% |
$33.6K - $38.9K
|
20.5K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-160- 3.18% |
$33.6K - $38.9K
|
4.87K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-162- 5.09% |
$34.1K - $39.4K
|
3.02K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-170- 5.91% |
$35.7K - $41.4K
|
2.71K
$630K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-171- 1.75% |
$35.9K - $41.6K
|
9.61K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-173- 0.41% |
$36.4K - $42.1K
|
41.6K
$9.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-174- 0.7% |
$36.6K - $42.3K
|
24.9K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-191- 2.68% |
$40.1K - $46.5K
|
6.94K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-197- 2.78% |
$41.4K - $47.9K
|
6.9K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-199- 3.25% |
$41.8K - $48.4K
|
5.92K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-214- 2.72% |
$45K - $52.1K
|
7.65K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-217- 0.92% |
$45.6K - $52.8K
|
23.5K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-222- 50.8% |
$46.7K - $54K
|
215
$50.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-227- 1.06% |
$47.7K - $55.2K
|
21.2K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-229- 9.85% |
$48.1K - $55.7K
|
2.1K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-246- 9.45% |
$51.7K - $59.9K
|
2.36K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 19.41% |
$52.5K - $60.8K
|
1.04K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 16.05% |
$52.8K - $61.1K
|
1.31K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-273- 20.73% |
$57.4K - $66.4K
|
1.04K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-280- 3.61% |
$58.9K - $68.1K
|
7.48K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-314- 29.85% |
$66K - $76.4K
|
738
$172K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-331- 2.85% |
$69.6K - $80.5K
|
11.3K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-332- 4.51% |
$69.8K - $80.8K
|
7.04K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-355- 9.31% |
$74.6K - $86.4K
|
3.46K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-383- 4.94% |
$80.5K - $93.2K
|
7.37K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-386- 16.95% |
$81.1K - $93.9K
|
1.89K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-398- 3.86% |
$83.7K - $96.8K
|
9.91K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-405- 12.75% |
$85.1K - $98.5K
|
2.77K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-406- 28.61% |
$85.3K - $98.8K
|
1.01K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-430- 2.0% |
$90.4K - $105K
|
21K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-431- 6.55% |
$90.6K - $105K
|
6.15K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-447- 2.96% |
$94K - $109K
|
14.7K
$3.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-472- 3.9% |
$99.2K - $115K
|
11.6K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-494- 9.67% |
$104K - $120K
|
4.61K
$1.07M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-499- 54.36% |
$105K - $121K
|
419
$97.6K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-505- 5.35% |
$106K - $123K
|
8.94K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-514- 4.23% |
$108K - $125K
|
11.6K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-535- 13.53% |
$112K - $130K
|
3.42K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-545- 35.44% |
$115K - $133K
|
993
$231K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-552- 1.13% |
$116K - $134K
|
48.4K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-554- 1.23% |
$116K - $135K
|
44.5K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-580- 10.23% |
$122K - $141K
|
5.09K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-599- 96.93% |
$126K - $146K
|
19
$4.42K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-614- 4.21% |
$129K - $149K
|
14K
$3.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-700- 10.43% |
$147K - $170K
|
6.01K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-702- 1.45% |
$148K - $171K
|
47.8K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-736- 15.83% |
$155K - $179K
|
3.91K
$911K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-786- 1.81% |
$165K - $191K
|
42.7K
$9.94M
|