Purchases and Sales Made in Q3 2021 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.44K+ 45.85% |
$368K - $398K
|
7.75K
$1.77M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.22KNew |
$336K - $363K
|
2.22K
$507K
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.18KNew |
$329K - $355K
|
2.18K
$496K
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.15KNew |
$324K - $350K
|
2.15K
$489K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.14K+ 41.89% |
$323K - $349K
|
7.24K
$1.65M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.08K+ 131.83% |
$314K - $339K
|
3.66K
$833K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.82K+ 2.17% |
$275K - $297K
|
85.6K
$19.5M
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
1.81KNew |
$274K - $296K
|
1.81K
$413K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.74KNew |
$262K - $283K
|
1.74K
$396K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.71KNew |
$258K - $279K
|
1.71K
$389K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.7K+ 45.92% |
$257K - $278K
|
5.4K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 57.37% |
$252K - $272K
|
4.57K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
1.63KNew |
$246K - $266K
|
1.63K
$371K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.62KNew |
$244K - $264K
|
1.62K
$368K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.61K+ 63.9% |
$243K - $263K
|
4.13K
$940K
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.54KNew |
$233K - $251K
|
1.54K
$351K
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.39K+ 6.48% |
$210K - $227K
|
22.9K
$5.21M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.31KNew |
$198K - $214K
|
1.31K
$299K
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.26K+ 29.21% |
$190K - $205K
|
5.57K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.2KNew |
$181K - $196K
|
1.2K
$273K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07K+ 26.64% |
$162K - $175K
|
5.08K
$1.16M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.04KNew |
$157K - $170K
|
1.04K
$237K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 4.57% |
$155K - $167K
|
23.4K
$5.34M
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
910+ 0.87% |
$138K - $149K
|
106K
$24M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
908+ 1.14% |
$137K - $148K
|
80.8K
$18.4M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
841New |
$127K - $137K
|
841
$192K
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
800+ 16.0% |
$121K - $131K
|
5.8K
$1.32M
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
633+ 1.2% |
$95.6K - $103K
|
53.6K
$12.2M
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
583+ 189.9% |
$88.1K - $95.2K
|
890
$203K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
580+ 4.33% |
$87.6K - $94.7K
|
14K
$3.18M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
559+ 1.97% |
$84.5K - $91.3K
|
28.9K
$6.59M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
483+ 9.46% |
$73K - $78.9K
|
5.59K
$1.27M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
474+ 13.6% |
$71.6K - $77.4K
|
3.96K
$902K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
428+ 5.08% |
$64.7K - $69.9K
|
8.85K
$2.02M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
423+ 6.17% |
$63.9K - $69.1K
|
7.28K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
350+ 5.75% |
$52.9K - $57.1K
|
6.44K
$1.47M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
334+ 16.76% |
$50.5K - $54.5K
|
2.33K
$530K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
323+ 7.63% |
$48.8K - $52.7K
|
4.56K
$1.04M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
306+ 1.38% |
$46.2K - $50K
|
22.5K
$5.13M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
303+ 18.68% |
$45.8K - $49.5K
|
1.93K
$439K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
255+ 9.57% |
$38.5K - $41.6K
|
2.92K
$665K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
247New |
$37.3K - $40.3K
|
247
$56.3K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
217+ 10.23% |
$32.8K - $35.4K
|
2.34K
$533K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
178+ 10.14% |
$26.9K - $29.1K
|
1.93K
$440K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161+ 1.53% |
$24.3K - $26.3K
|
10.7K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
156+ 1.96% |
$23.6K - $25.5K
|
8.13K
$1.85M
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
156+ 1.96% |
$23.6K - $25.5K
|
8.13K
$1.85M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
151+ 7.11% |
$22.8K - $24.7K
|
2.27K
$518K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
150New |
$22.7K - $24.5K
|
150
$34.2K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 185.25% |
$17.1K - $18.4K
|
174
$39.6K
|