Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
5.05K+ 17.69% |
$604K - $743K
|
33.6K
$7.92M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.47K+ 37.49% |
$534K - $657K
|
16.4K
$3.86M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.29K+ 12.27% |
$512K - $630K
|
39.2K
$9.24M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.98K+ 113.38% |
$476K - $585K
|
7.5K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.88K+ 11.41% |
$464K - $570K
|
37.9K
$8.93M
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.85K+ 21.8% |
$460K - $566K
|
21.5K
$5.07M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.53K+ 16.68% |
$422K - $519K
|
24.7K
$5.82M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.53K+ 16.68% |
$422K - $519K
|
24.7K
$5.82M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.52K+ 21.41% |
$420K - $517K
|
20K
$4.7M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.47K+ 7.74% |
$415K - $510K
|
48.3K
$11.4M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
3.43K+ 73.36% |
$410K - $504K
|
8.11K
$1.91M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 7.52% |
$395K - $485K
|
47.2K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.15K+ 5.39% |
$376K - $462K
|
61.6K
$14.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.73K+ 8.61% |
$327K - $402K
|
34.5K
$8.12M
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.71KNew |
$323K - $398K
|
2.71K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.54K+ 2.53% |
$304K - $373K
|
103K
$24.2M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.49K+ 9.97% |
$298K - $366K
|
27.5K
$6.48M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$287K - $353K
|
2.4K
$565K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.33K+ 16.33% |
$279K - $343K
|
16.6K
$3.91M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.28K+ 94.77% |
$273K - $336K
|
4.69K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.19K+ 43.28% |
$261K - $321K
|
7.23K
$1.7M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.01K+ 6.98% |
$240K - $295K
|
30.8K
$7.25M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2K+ 16.56% |
$239K - $294K
|
14.1K
$3.32M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.89K+ 2.28% |
$225K - $277K
|
84.7K
$20M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.88KNew |
$225K - $277K
|
1.88K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.81KNew |
$216K - $266K
|
1.81K
$426K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 3.75% |
$208K - $255K
|
48.1K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.69KNew |
$202K - $249K
|
1.69K
$399K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.68KNew |
$201K - $247K
|
1.68K
$397K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.63K+ 69.68% |
$194K - $239K
|
3.96K
$933K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.55K+ 57.75% |
$185K - $228K
|
4.23K
$998K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.53KNew |
$183K - $225K
|
1.53K
$361K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.5K+ 14.31% |
$179K - $220K
|
12K
$2.82M
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.4K+ 18.63% |
$167K - $205K
|
8.9K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.32K+ 81.07% |
$158K - $194K
|
2.95K
$694K
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
1.23K+ 1.72% |
$147K - $181K
|
72.6K
$17.1M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.2KNew |
$143K - $176K
|
1.2K
$283K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 214.42% |
$135K - $166K
|
1.66K
$390K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 13.48% |
$124K - $153K
|
8.75K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.03K+ 31.7% |
$123K - $151K
|
4.27K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
925+ 1.31% |
$111K - $136K
|
71.5K
$16.8M
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
894+ 42.51% |
$107K - $131K
|
3K
$706K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
852+ 1.96% |
$102K - $125K
|
44.4K
$10.5M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
839+ 49.56% |
$100K - $123K
|
2.53K
$597K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
806+ 25.19% |
$96.3K - $118K
|
4.01K
$944K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
799+ 8.36% |
$95.5K - $117K
|
10.4K
$2.44M
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
784+ 46.28% |
$93.7K - $115K
|
2.48K
$584K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
777+ 37.16% |
$92.8K - $114K
|
2.87K
$676K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
731New |
$87.3K - $107K
|
731
$172K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
616New |
$73.6K - $90.5K
|
616
$145K
|