Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2023. 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 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
139
+ 1.22%
$18.9K - $22K
11.5K $2.74M
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
129
+ 4.85%
$17.6K - $20.5K
2.79K $665K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
126
New
$17.2K - $20K
126 $30K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
125
+ 1.44%
$17K - $19.8K
8.83K $2.1M
Aug 07, 2023 Q2 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
123
+ 0.05%
$16.8K - $19.5K
226K $53.8M
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
118
+ 7.18%
$16.1K - $18.7K
1.76K $420K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
114
New
$15.5K - $18.1K
114 $27.2K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
112
+ 3.79%
$15.3K - $17.8K
3.07K $731K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
108
+ 3.44%
$14.7K - $17.1K
3.24K $773K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
108
+ 3.44%
$14.7K - $17.1K
3.24K $773K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
100
New
$13.6K - $15.9K
100 $23.8K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
100
New
$13.6K - $15.9K
100 $23.8K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
97
+ 4.84%
$13.2K - $15.4K
2.1K $500K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
96
+ 1.71%
$13.1K - $15.2K
5.71K $1.36M
Aug 09, 2023 Q2 2023
Forte Capital LLC

BUY
 -
95
+ 3.84%
$12.9K - $15.1K
2.57K $612K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
92
+ 5.98%
$12.5K - $14.6K
1.63K $389K
Aug 04, 2023 Q2 2023
Ballast Advisors LLC

BUY
 -
83
+ 3.16%
$11.3K - $13.2K
2.71K $646K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
75
New
$10.2K - $11.9K
75 $17.9K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
74
+ 5.03%
$10.1K - $11.7K
1.55K $368K
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
64
+ 0.93%
$8.72K - $10.1K
6.97K $1.66M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
60
+ 3.41%
$8.17K - $9.51K
1.82K $433K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
48
+ 1.44%
$6.54K - $7.61K
3.38K $804K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
47
+ 0.52%
$6.4K - $7.45K
9.04K $2.15M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
34
New
$4.63K - $5.39K
34 $8.1K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
18
+ 0.16%
$2.45K - $2.85K
11K $2.61M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
14
New
$1.91K - $2.22K
14 $3.34K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
9
+ 0.13%
$1.23K - $1.43K
7.07K $1.68M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
6
+ 0.15%
$817 - $951
4.06K $967K
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
4
+ 0.14%
$545 - $634
2.96K $704K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
4
New
$545 - $634
4 $953
Aug 04, 2023 Q2 2023
N.E.W. Advisory Services LLC

BUY
 -
3
+ 0.11%
$409 - $476
2.69K $641K
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
3
+ 0.18%
$409 - $476
1.66K $396K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
2
+ 0.05%
$272 - $317
4.33K $1.03M
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1
+ 0.13%
$136 - $159
760 $181K
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.41%
$136 - $159
246 $58.6K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1
+ 0.21%
$136 - $159
476 $113K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
1
+ 0.05%
$136 - $159
2.18K $520K
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-5
- 2.5%
$681 - $793
195 $46.5K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

SELL
 -
-5
- 0.24%
$681 - $793
2.04K $486K
Aug 09, 2023 Q2 2023
Regions Financial Corp

SELL
 -
-8
- 0.33%
$1.09K - $1.27K
2.4K $571K
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-9
- 0.56%
$1.23K - $1.43K
1.6K $381K
Jul 18, 2023 Q2 2023
Whelan Financial

SELL
 -
-10
- 0.13%
$1.36K - $1.59K
7.53K $1.79M
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-11
- 0.14%
$1.5K - $1.74K
7.64K $1.82M
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-14
- 4.67%
$1.91K - $2.22K
286 $68.2K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-15
- 3.91%
$2.04K - $2.38K
369 $87.9K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

SELL
 -
-16
- 0.11%
$2.18K - $2.54K
13.9K $3.32M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-16
- 1.45%
$2.18K - $2.54K
1.08K $258K
Aug 09, 2023 Q2 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-17
- 53.13%
$2.32K - $2.7K
15 $3.57K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-21
- 0.91%
$2.86K - $3.33K
2.29K $546K

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