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 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-411- 14.87% |
$62.1K - $67.1K
|
2.35K
$536K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-433- 1.51% |
$65.4K - $70.7K
|
28.2K
$6.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-497- 15.82% |
$75.1K - $81.1K
|
2.65K
$603K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-523- 2.46% |
$79K - $85.4K
|
20.8K
$4.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-692- 4.6% |
$105K - $113K
|
14.4K
$3.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-799- 11.99% |
$121K - $130K
|
5.87K
$1.34M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-903- 3.21% |
$136K - $147K
|
27.2K
$6.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-920- 21.81% |
$139K - $150K
|
3.3K
$752K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-930- 8.46% |
$141K - $152K
|
10.1K
$2.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 22.69% |
$158K - $170K
|
3.55K
$810K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.12K- 12.42% |
$168K - $182K
|
7.87K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.21KClosed |
$183K - $198K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.22K- 7.89% |
$185K - $200K
|
14.3K
$3.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.3K- 10.25% |
$197K - $212K
|
11.4K
$2.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.46K- 15.17% |
$220K - $238K
|
8.16K
$1.86M
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-1.51KClosed |
$228K - $247K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.82KClosed |
$275K - $298K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.98KClosed |
$300K - $324K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.02K- 45.07% |
$305K - $330K
|
2.46K
$561K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.12K- 4.52% |
$321K - $346K
|
44.9K
$10.2M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.55K- 1.8% |
$385K - $416K
|
139K
$31.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.85K- 27.51% |
$431K - $465K
|
7.51K
$1.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.96KClosed |
$599K - $647K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
SELL
|
- |
-3.97K- 2.35% |
$599K - $648K
|
165K
$37.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.56KClosed |
$689K - $745K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.03K- 0.85% |
$760K - $821K
|
589K
$134M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.18K- 1.59% |
$783K - $846K
|
322K
$73.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-5.45K- 31.27% |
$823K - $890K
|
12K
$2.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.63K- 15.84% |
$850K - $919K
|
29.9K
$6.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-6.7K- 42.51% |
$1.01M - $1.09M
|
9.06K
$2.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.7K- 9.29% |
$1.01M - $1.09M
|
65.4K
$14.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.26K- 5.74% |
$1.25M - $1.35M
|
136K
$30.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.42KClosed |
$1.27M - $1.37M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.2K- 2.25% |
$1.39M - $1.5M
|
400K
$91.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.2K- 4.73% |
$1.54M - $1.67M
|
206K
$46.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.4K- 2.63% |
$1.57M - $1.7M
|
385K
$87.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 10.5% |
$1.61M - $1.74M
|
90.9K
$20.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.3KClosed |
$1.71M - $1.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3KClosed |
$2.17M - $2.34M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 4.54% |
$2.57M - $2.77M
|
357K
$81.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-20.9K- 3.86% |
$3.16M - $3.41M
|
520K
$119M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21K- 5.4% |
$3.17M - $3.43M
|
368K
$83.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-23.1KClosed |
$3.49M - $3.78M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23.7K- 75.6% |
$3.59M - $3.87M
|
7.66K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-25.6K- 91.21% |
$3.86M - $4.17M
|
2.46K
$561K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30.9K- 76.36% |
$4.67M - $5.04M
|
9.56K
$2.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-61K- 68.08% |
$9.21M - $9.95M
|
28.6K
$6.51M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-111K- 3.52% |
$16.7M - $18.1M
|
3.04M
$692M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-114K- 4.05% |
$17.2M - $18.6M
|
2.7M
$615M
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-232KClosed |
$35M - $37.8M
|
0
$0
|