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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.99K- 19.04% |
$1.26M - $1.46M
|
25.5K
$5.93M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.04K- 1.2% |
$1.27M - $1.47M
|
498K
$116M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.31K- 50.9% |
$1.33M - $1.54M
|
6.09K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.43K- 82.19% |
$1.35M - $1.57M
|
1.39K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.56K- 3.17% |
$1.59M - $1.84M
|
231K
$53.8M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.77K- 46.75% |
$1.63M - $1.89M
|
8.85K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.9K- 17.0% |
$1.87M - $2.17M
|
43.5K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.98K- 11.74% |
$1.89M - $2.18M
|
67.5K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-9.04K- 2.95% |
$1.9M - $2.2M
|
298K
$69.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.2K- 8.2% |
$1.93M - $2.24M
|
103K
$24M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.5K- 4.03% |
$2M - $2.31M
|
226K
$52.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.2K- 46.89% |
$2.15M - $2.49M
|
11.6K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.5K- 1.59% |
$2.22M - $2.57M
|
654K
$152M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.5K- 9.3% |
$2.42M - $2.8M
|
112K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 75.38% |
$2.45M - $2.83M
|
3.8K
$885K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.7K- 26.71% |
$2.46M - $2.84M
|
32.1K
$7.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-11.8K- 25.59% |
$2.48M - $2.87M
|
34.3K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9K- 13.06% |
$2.51M - $2.9M
|
79.4K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12.5K- 99.52% |
$2.63M - $3.05M
|
60
$14K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.3K- 75.78% |
$3M - $3.47M
|
4.56K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 23.71% |
$3.01M - $3.48M
|
46K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-18.7K- 53.52% |
$3.93M - $4.55M
|
16.2K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.4K- 4.77% |
$4.28M - $4.96M
|
407K
$94.8M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-20.5K- 69.73% |
$4.31M - $4.99M
|
8.9K
$2.07M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-24.8K- 78.13% |
$5.22M - $6.05M
|
6.96K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-27.9K- 96.7% |
$5.86M - $6.79M
|
953
$222K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28.2K- 11.48% |
$5.92M - $6.85M
|
217K
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-28.5K- 92.12% |
$6M - $6.95M
|
2.44K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30K- 1.35% |
$6.3M - $7.29M
|
2.18M
$508M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-31.7K- 96.55% |
$6.66M - $7.71M
|
1.13K
$264K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.4K- 17.57% |
$7.01M - $8.12M
|
157K
$36.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-36.9K- 54.22% |
$7.75M - $8.97M
|
31.1K
$7.25M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.1K- 62.07% |
$8.23M - $9.52M
|
23.9K
$5.57M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.9K- 23.47% |
$8.81M - $10.2M
|
137K
$31.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-46.5K- 18.51% |
$9.77M - $11.3M
|
205K
$47.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-47.4K- 89.45% |
$9.97M - $11.5M
|
5.59K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-50.5K- 7.76% |
$10.6M - $12.3M
|
600K
$140M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.6K- 13.6% |
$11.1M - $12.8M
|
334K
$77.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-61.2K- 54.05% |
$12.9M - $14.9M
|
52K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-62.1K- 20.88% |
$13.1M - $15.1M
|
235K
$54.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-63.6K- 95.5% |
$13.4M - $15.5M
|
3K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-71.7K- 66.52% |
$15.1M - $17.5M
|
36.1K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-74.1K- 35.54% |
$15.6M - $18M
|
134K
$31.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81.4K- 94.37% |
$17.1M - $19.8M
|
4.86K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-97.2K- 63.12% |
$20.4M - $23.7M
|
56.8K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 22.24% |
$21.7M - $25.1M
|
361K
$84.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-108K- 18.34% |
$22.7M - $26.3M
|
481K
$112M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-123K- 42.17% |
$25.8M - $29.8M
|
168K
$39.2M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-138K- 2.73% |
$29M - $33.5M
|
4.91M
$1.14B
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-152K- 98.68% |
$32M - $37M
|
2.04K
$476K
|