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 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-796- 5.19% |
$167K - $194K
|
14.5K
$3.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-821- 9.95% |
$173K - $200K
|
7.43K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-827- 33.0% |
$174K - $201K
|
1.68K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-844- 49.24% |
$177K - $205K
|
870
$203K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-902- 23.04% |
$190K - $219K
|
3.01K
$702K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-910- 32.91% |
$191K - $221K
|
1.86K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-926- 5.25% |
$195K - $225K
|
16.7K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-937- 33.73% |
$197K - $228K
|
1.84K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-977- 25.7% |
$205K - $238K
|
2.83K
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 10.51% |
$211K - $245K
|
8.57K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.08K- 23.51% |
$228K - $264K
|
3.53K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.12K- 3.37% |
$235K - $272K
|
32K
$7.46M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.15K- 29.6% |
$242K - $281K
|
2.74K
$639K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.17K- 3.81% |
$247K - $286K
|
29.6K
$6.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.19K- 32.74% |
$249K - $289K
|
2.44K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.28K- 0.47% |
$270K - $312K
|
271K
$63M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.33K- 31.53% |
$279K - $323K
|
2.88K
$671K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.33K- 7.45% |
$280K - $324K
|
16.5K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.41K- 26.86% |
$296K - $342K
|
3.83K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 4.9% |
$305K - $353K
|
28.1K
$6.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 15.51% |
$316K - $366K
|
8.19K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.54K- 1.23% |
$323K - $374K
|
123K
$28.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.56K- 4.51% |
$328K - $380K
|
33.1K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.58K- 16.5% |
$332K - $384K
|
8K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.6K- 1.54% |
$336K - $389K
|
102K
$23.7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.61K- 40.0% |
$338K - $392K
|
2.42K
$562K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.65K- 8.29% |
$347K - $402K
|
18.3K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.81K- 9.22% |
$380K - $440K
|
17.8K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.97K- 5.73% |
$414K - $480K
|
32.4K
$7.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.08K- 22.7% |
$437K - $506K
|
7.08K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.11K- 0.93% |
$443K - $513K
|
226K
$52.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.16K- 7.89% |
$453K - $525K
|
25.2K
$5.86M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.29K- 15.42% |
$481K - $557K
|
12.5K
$2.92M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.34K- 9.09% |
$491K - $568K
|
23.4K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.48K- 12.08% |
$521K - $603K
|
18.1K
$4.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.63K- 3.33% |
$553K - $640K
|
76.3K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.65K- 3.99% |
$557K - $645K
|
63.7K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 21.44% |
$730K - $845K
|
12.7K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.56KClosed |
$748K - $866K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.64K- 2.72% |
$766K - $886K
|
130K
$30.4M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.69K- 8.22% |
$775K - $897K
|
41.2K
$9.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.76K- 4.1% |
$789K - $914K
|
87.7K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.94K- 8.16% |
$828K - $959K
|
44.4K
$10.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.36K- 11.39% |
$916K - $1.06M
|
33.9K
$7.9M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-4.88K- 46.8% |
$1.03M - $1.19M
|
5.55K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.28K- 1.31% |
$1.11M - $1.29M
|
397K
$92.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5.45K- 16.65% |
$1.15M - $1.33M
|
27.3K
$6.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.54K- 5.99% |
$1.16M - $1.35M
|
86.9K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-5.56K- 85.02% |
$1.17M - $1.35M
|
979
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.79K- 66.33% |
$1.22M - $1.41M
|
2.94K
$684K
|