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 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 118.0% |
$14.2K - $19.1K
|
218
$53.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
114+ 0.41% |
$13.7K - $18.5K
|
27.9K
$6.79M
|
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
100+ 1.54% |
$12K - $16.2K
|
6.6K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
86+ 1.31% |
$10.3K - $13.9K
|
6.67K
$1.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
75New |
$9.01K - $12.1K
|
75
$18.3K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 0.94% |
$8.65K - $11.7K
|
7.71K
$1.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58+ 2.46% |
$6.97K - $9.39K
|
2.41K
$588K
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
55+ 1.98% |
$6.61K - $8.91K
|
2.84K
$691K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 1.57% |
$3.85K - $5.18K
|
2.07K
$504K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29+ 1.69% |
$3.49K - $4.7K
|
1.74K
$424K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23New |
$2.76K - $3.73K
|
23
$5.61K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.25% |
$2.4K - $3.24K
|
7.93K
$1.93M
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
20+ 0.01% |
$2.4K - $3.24K
|
227K
$55.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19+ 1.01% |
$2.28K - $3.08K
|
1.91K
$464K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
16+ 1.71% |
$1.92K - $2.59K
|
951
$232K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$1.92K - $2.59K
|
16
$3.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
15+ 0.05% |
$1.8K - $2.43K
|
30.6K
$7.45M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15+ 0.57% |
$1.8K - $2.43K
|
2.67K
$651K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11+ 0.12% |
$1.32K - $1.78K
|
9.34K
$2.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$961 - $1.3K
|
5.91K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8New |
$961 - $1.3K
|
8
$1.95K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5+ 38.46% |
$601 - $810
|
18
$4.39K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 38.46% |
$601 - $810
|
18
$4.39K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.15% |
$481 - $648
|
2.63K
$641K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
4+ 0.14% |
$481 - $648
|
2.86K
$696K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$361 - $486
|
8.15K
$1.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$240 - $324
|
2.64K
$642K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$240 - $324
|
8.17K
$1.99M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 8.0% |
$240 - $324
|
27
$6.58K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.48% |
$120 - $162
|
210
$51.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-4Closed |
$481 - $648
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-7- 14.89% |
$841 - $1.13K
|
40
$9.75K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 8.29% |
$1.8K - $2.43K
|
166
$40.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 47.37% |
$2.16K - $2.92K
|
20
$4.88K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-19- 1.12% |
$2.28K - $3.08K
|
1.69K
$411K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 38.18% |
$2.52K - $3.4K
|
34
$8.29K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21- 0.8% |
$2.52K - $3.4K
|
2.62K
$638K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27- 1.12% |
$3.24K - $4.37K
|
2.38K
$580K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-45- 2.12% |
$5.41K - $7.29K
|
2.08K
$506K
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-50- 2.05% |
$6.01K - $8.1K
|
2.38K
$581K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-52- 1.81% |
$6.25K - $8.42K
|
2.83K
$689K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-61- 1.93% |
$7.33K - $9.88K
|
3.11K
$757K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 17.33% |
$7.81K - $10.5K
|
310
$75.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-69- 0.91% |
$8.29K - $11.2K
|
7.5K
$1.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-74- 1.17% |
$8.89K - $12K
|
6.24K
$1.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-81- 5.05% |
$9.73K - $13.1K
|
1.52K
$371K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$12K - $16.2K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-110Closed |
$13.2K - $17.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-112- 1.75% |
$13.5K - $18.1K
|
6.3K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-126- 5.26% |
$15.1K - $20.4K
|
2.27K
$553K
|