Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q2 2025. 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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
186+ 15.07% |
$34.9K - $45.9K
|
1.42K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 18.83% |
$26.1K - $34.3K
|
877
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
108+ 4.26% |
$20.3K - $26.6K
|
2.65K
$650K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
56+ 3.69% |
$10.5K - $13.8K
|
1.57K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 4.19% |
$7.31K - $9.61K
|
970
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
18+ 0.72% |
$3.38K - $4.44K
|
2.53K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.03% |
$1.31K - $1.73K
|
23.5K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.09% |
$375 - $493
|
2.27K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2+ 0.14% |
$375 - $493
|
1.44K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.12% |
$375 - $493
|
1.64K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.53K
$376K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.02% |
$188 - $247
|
5.86K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1+ 0.07% |
$188 - $247
|
1.4K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 0.22% |
$563 - $740
|
1.39K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-13- 68.42% |
$2.44K - $3.2K
|
6
$1.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-22- 0.2% |
$4.13K - $5.42K
|
11.2K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-23- 0.95% |
$4.31K - $5.67K
|
2.39K
$587K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-37- 3.57% |
$6.94K - $9.12K
|
999
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-43- 0.72% |
$8.06K - $10.6K
|
5.97K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-45- 3.01% |
$8.44K - $11.1K
|
1.45K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-55- 3.42% |
$10.3K - $13.6K
|
1.55K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-65- 1.88% |
$12.2K - $16K
|
3.39K
$833K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 0.61% |
$20.8K - $27.4K
|
17.9K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-125- 1.5% |
$23.4K - $30.8K
|
8.22K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-130- 0.17% |
$24.4K - $32K
|
76.2K
$18.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 10.81% |
$25.3K - $33.3K
|
1.11K
$273K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-152- 0.37% |
$28.5K - $37.5K
|
41.4K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-194- 2.02% |
$36.4K - $47.8K
|
9.42K
$2.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-199- 5.85% |
$37.3K - $49.1K
|
3.2K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-215- 9.99% |
$40.3K - $53K
|
1.94K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-275- 8.83% |
$51.6K - $67.8K
|
2.84K
$697K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-296- 18.06% |
$55.5K - $73K
|
1.34K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-325- 2.22% |
$60.9K - $80.1K
|
14.3K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-340- 2.48% |
$63.8K - $83.8K
|
13.4K
$3.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-382- 22.75% |
$71.6K - $94.2K
|
1.3K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-469- 2.94% |
$87.9K - $116K
|
15.5K
$3.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-511- 2.5% |
$95.8K - $126K
|
19.9K
$4.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-520- 29.53% |
$97.5K - $128K
|
1.24K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-575- 3.23% |
$108K - $142K
|
17.2K
$4.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.01K- 43.73% |
$190K - $250K
|
1.31K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.12K- 23.16% |
$210K - $276K
|
3.72K
$912K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 4.88% |
$211K - $277K
|
21.9K
$5.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.2K- 3.7% |
$225K - $295K
|
31.1K
$7.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 8.57% |
$244K - $321K
|
13.9K
$3.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 55.06% |
$303K - $399K
|
1.32K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.74K- 1.41% |
$326K - $429K
|
121K
$29.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.11K- 25.93% |
$396K - $520K
|
6.03K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.63K- 5.5% |
$494K - $649K
|
45.2K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.85K- 1.97% |
$722K - $949K
|
192K
$47.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.68K- 9.89% |
$878K - $1.15M
|
42.7K
$10.5M
|