Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 Growth (IWY)
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 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-547- 8.82% |
$74.5K - $86.7K
|
5.66K
$1.35M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-572- 70.01% |
$77.9K - $90.7K
|
245
$58.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-765- 15.01% |
$104K - $121K
|
4.33K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-827- 69.26% |
$113K - $131K
|
367
$87.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-836- 0.39% |
$114K - $133K
|
213K
$50.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-905- 6.78% |
$123K - $143K
|
12.4K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-914- 2.37% |
$125K - $145K
|
37.6K
$8.97M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-942- 38.89% |
$128K - $149K
|
1.48K
$353K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-999- 22.4% |
$136K - $158K
|
3.46K
$825K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.07K- 4.38% |
$146K - $170K
|
23.4K
$5.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.12K- 1.18% |
$153K - $178K
|
94K
$22.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.15K- 4.58% |
$157K - $183K
|
24K
$5.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.2K- 15.7% |
$163K - $190K
|
6.44K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-1.2K- 27.91% |
$163K - $190K
|
3.1K
$739K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.3K- 92.21% |
$177K - $206K
|
110
$26.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.31K- 68.67% |
$179K - $208K
|
598
$142K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.32K- 12.19% |
$180K - $209K
|
9.5K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 5.0% |
$210K - $245K
|
29.3K
$6.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.6K- 2.1% |
$217K - $253K
|
74.5K
$17.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.64K- 17.96% |
$224K - $261K
|
7.51K
$1.79M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.69K- 20.68% |
$230K - $268K
|
6.48K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.75K- 51.7% |
$238K - $277K
|
1.63K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 25.43% |
$246K - $286K
|
5.28K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.94K- 29.07% |
$264K - $308K
|
4.74K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2K- 1.84% |
$272K - $316K
|
107K
$25.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 26.94% |
$287K - $334K
|
5.72K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.12K- 25.05% |
$288K - $336K
|
6.33K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.34K- 3.35% |
$319K - $371K
|
67.5K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.22K- 0.54% |
$439K - $511K
|
593K
$141M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.3K- 3.18% |
$450K - $524K
|
101K
$24M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.31K- 42.89% |
$451K - $525K
|
4.41K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.9K- 52.6% |
$531K - $618K
|
3.51K
$837K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.04K- 3.63% |
$550K - $640K
|
107K
$25.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.34K- 36.06% |
$591K - $688K
|
7.7K
$1.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.02K- 16.87% |
$684K - $796K
|
24.8K
$5.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.61K- 99.91% |
$764K - $889K
|
5
$1.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.62K- 31.73% |
$765K - $891K
|
12.1K
$2.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.75K- 14.03% |
$919K - $1.07M
|
41.4K
$9.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.74K- 16.86% |
$1.33M - $1.54M
|
48K
$11.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-9.97K- 32.45% |
$1.36M - $1.58M
|
20.8K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.1K- 12.93% |
$1.65M - $1.92M
|
81.6K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.6K- 2.14% |
$1.99M - $2.32M
|
669K
$159M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15K- 37.0% |
$2.04M - $2.37M
|
25.5K
$6.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19.2K- 65.38% |
$2.62M - $3.05M
|
10.2K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 78.99% |
$2.86M - $3.33M
|
5.58K
$1.33M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 78.99% |
$2.86M - $3.33M
|
5.58K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-21.9K- 47.36% |
$2.99M - $3.48M
|
24.4K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.4K- 2.11% |
$3.47M - $4.04M
|
1.18M
$281M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-37.6K- 26.47% |
$5.12M - $5.96M
|
104K
$24.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49K- 18.2% |
$6.68M - $7.77M
|
220K
$52.5M
|