Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.44M+ 92.99% |
$293M - $395M
|
5.06M
$1.23B
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54M+ 34.69% |
$185M - $250M
|
5.99M
$1.46B
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.54M+ 37.79% |
$185M - $249M
|
5.6M
$1.37B
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
420K+ 366.47% |
$50.5M - $68.1M
|
535K
$130M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
117KNew |
$14M - $18.9M
|
117K
$28.5M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
115K+ 98.46% |
$13.8M - $18.7M
|
232K
$56.6M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
95.1K+ 71.66% |
$11.4M - $15.4M
|
228K
$55.5M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.1K+ 16.27% |
$9.38M - $12.6M
|
558K
$136M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 9.7% |
$7.02M - $9.46M
|
661K
$161M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.1K+ 17.64% |
$6.87M - $9.25M
|
381K
$92.9M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
53.4KNew |
$6.42M - $8.65M
|
53.4K
$13M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
51.8K+ 10.41% |
$6.23M - $8.39M
|
550K
$134M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.1K+ 2749.4% |
$5.54M - $7.46M
|
47.8K
$11.6M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
40.1K+ 6.55% |
$4.82M - $6.5M
|
653K
$159M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
39KNew |
$4.69M - $6.32M
|
39K
$9.51M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.3K+ 907.17% |
$4.24M - $5.72M
|
39.2K
$9.55M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 3.51% |
$3.9M - $5.26M
|
957K
$233M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 3.51% |
$3.9M - $5.26M
|
957K
$233M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29.4K+ 202.48% |
$3.53M - $4.75M
|
43.9K
$10.7M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.5K+ 37.71% |
$3.3M - $4.45M
|
100K
$24.4M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
26.8K+ 161.01% |
$3.23M - $4.35M
|
43.5K
$10.6M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.4KNew |
$2.82M - $3.79M
|
23.4K
$5.71M
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
23.4K+ 97.81% |
$2.81M - $3.79M
|
47.3K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.9K+ 97.46% |
$2.75M - $3.71M
|
46.4K
$11.3M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
21.6K+ 274.47% |
$2.59M - $3.49M
|
29.4K
$7.18M
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
16.9KNew |
$2.03M - $2.73M
|
16.9K
$4.11M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
16K+ 211.94% |
$1.92M - $2.59M
|
23.6K
$5.74M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
14.6K+ 595.92% |
$1.75M - $2.36M
|
17K
$4.15M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.3K+ 89.25% |
$1.36M - $1.83M
|
23.9K
$5.84M
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.1K+ 22.52% |
$1.34M - $1.8M
|
60.6K
$14.8M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 4.99% |
$1.26M - $1.7M
|
221K
$53.9M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
10.1K+ 117.85% |
$1.21M - $1.64M
|
18.7K
$4.55M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 19.25% |
$1.21M - $1.63M
|
62.3K
$15.2M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.75K+ 9.1% |
$1.17M - $1.58M
|
117K
$28.5M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.43K+ 23.13% |
$1.01M - $1.36M
|
44.9K
$10.9M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
7.55K+ 23.26% |
$908K - $1.22M
|
40K
$9.76M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.38K+ 43.99% |
$886K - $1.19M
|
24.1K
$5.89M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.06K+ 26.18% |
$848K - $1.14M
|
34K
$8.29M
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
6.54KNew |
$785K - $1.06M
|
6.54K
$1.59M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.23K+ 2.28% |
$749K - $1.01M
|
280K
$68.3M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$697K - $939K
|
5.8K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.33K+ 126.0% |
$640K - $863K
|
9.55K
$2.33M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.17K+ 245.67% |
$621K - $837K
|
7.27K
$1.77M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.82K+ 3.85% |
$579K - $780K
|
130K
$31.7M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.45K+ 21.64% |
$535K - $720K
|
25K
$6.09M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.05K+ 41.72% |
$487K - $656K
|
13.8K
$3.35M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.95K+ 130.85% |
$474K - $639K
|
6.96K
$1.7M
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.67K+ 30.87% |
$441K - $595K
|
15.6K
$3.8M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.53K+ 50.84% |
$424K - $572K
|
10.5K
$2.55M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.34K+ 57.7% |
$402K - $541K
|
9.13K
$2.23M
|