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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-154- 6.82% |
$18.5K - $24.9K
|
2.1K
$513K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-168Closed |
$20.2K - $27.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-168- 6.35% |
$20.2K - $27.2K
|
2.48K
$604K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-174- 0.94% |
$20.9K - $28.2K
|
18.4K
$4.49M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-180- 3.94% |
$21.6K - $29.2K
|
4.39K
$1.07M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 41.26% |
$35.5K - $47.8K
|
420
$102K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-305- 8.4% |
$36.7K - $49.4K
|
3.33K
$811K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-338- 6.88% |
$40.6K - $54.7K
|
4.57K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-394- 9.94% |
$47.4K - $63.8K
|
3.57K
$870K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-402- 4.94% |
$48.3K - $65.1K
|
7.73K
$1.88M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-416- 20.36% |
$50K - $67.4K
|
1.63K
$397K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-473- 1.35% |
$56.8K - $76.6K
|
34.5K
$8.41M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-550Closed |
$66.1K - $89.1K
|
0
$0
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-582- 17.76% |
$69.9K - $94.3K
|
2.7K
$657K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-589- 12.32% |
$70.8K - $95.4K
|
4.19K
$1.02M
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-591- 62.67% |
$71K - $95.7K
|
352
$85.8K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-625- 16.14% |
$75.1K - $101K
|
3.25K
$792K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-630- 11.31% |
$75.7K - $102K
|
4.94K
$1.2M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-686- 28.39% |
$82.4K - $111K
|
1.73K
$422K
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-736- 3.57% |
$88.5K - $119K
|
19.9K
$4.85M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-753- 6.1% |
$90.5K - $122K
|
11.6K
$2.83M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-786- 14.25% |
$94.5K - $127K
|
4.73K
$1.15M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-819- 21.53% |
$98.4K - $133K
|
2.99K
$728K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-853Closed |
$103K - $138K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-874Closed |
$105K - $142K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-966- 10.07% |
$116K - $156K
|
8.63K
$2.1M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.09K- 21.21% |
$131K - $177K
|
4.06K
$991K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.19K- 23.35% |
$142K - $192K
|
3.89K
$949K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.23K- 7.95% |
$148K - $200K
|
14.3K
$3.48M
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.29KClosed |
$155K - $209K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.36KClosed |
$164K - $220K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.37K- 7.17% |
$164K - $221K
|
17.7K
$4.31M
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.37KClosed |
$164K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.4KClosed |
$168K - $227K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.4KClosed |
$168K - $227K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.43K- 10.46% |
$171K - $231K
|
12.2K
$2.98M
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-1.48K- 4.93% |
$178K - $240K
|
28.6K
$6.96M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.49KClosed |
$179K - $241K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.51KClosed |
$181K - $244K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.58KClosed |
$190K - $256K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.59KClosed |
$191K - $258K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-1.66KClosed |
$200K - $269K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.75K- 42.81% |
$210K - $283K
|
2.34K
$569K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.95K- 39.51% |
$234K - $315K
|
2.98K
$727K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.1K- 6.27% |
$252K - $339K
|
31.3K
$7.63M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.14K- 13.95% |
$257K - $346K
|
13.2K
$3.22M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.34K- 27.02% |
$281K - $379K
|
6.32K
$1.54M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.37K- 0.75% |
$285K - $384K
|
313K
$76.2M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.72K- 19.06% |
$327K - $441K
|
11.6K
$2.82M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.77K- 3.23% |
$332K - $448K
|
82.8K
$20.2M
|