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 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
600+ 23.33% |
$71.7K - $88.2K
|
3.17K
$723K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
567+ 4.12% |
$67.8K - $83.3K
|
14.3K
$3.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
550New |
$65.7K - $80.8K
|
550
$125K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
543+ 16.33% |
$64.9K - $79.8K
|
3.87K
$882K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
491+ 1.63% |
$58.7K - $72.2K
|
30.6K
$6.96M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
379+ 70.71% |
$45.3K - $55.7K
|
915
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
379+ 70.71% |
$45.3K - $55.7K
|
915
$208K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
360+ 14.96% |
$43K - $52.9K
|
2.77K
$630K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
359+ 18.85% |
$42.9K - $52.8K
|
2.26K
$516K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
334+ 16.76% |
$39.9K - $49.1K
|
2.33K
$530K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
329+ 19.02% |
$39.3K - $48.3K
|
2.06K
$469K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
326New |
$39K - $47.9K
|
326
$74.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
295+ 36.33% |
$35.2K - $43.4K
|
1.11K
$252K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
275+ 10.44% |
$32.9K - $40.4K
|
2.91K
$663K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
252+ 13.08% |
$30.1K - $37K
|
2.18K
$496K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
200+ 500.0% |
$23.9K - $29.4K
|
240
$54.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
185+ 16.55% |
$22.1K - $27.2K
|
1.3K
$297K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
172+ 5.76% |
$20.6K - $25.3K
|
3.16K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167+ 2087.5% |
$20K - $24.5K
|
175
$39.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
159+ 1.37% |
$19K - $23.4K
|
11.8K
$2.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
155+ 6.68% |
$18.5K - $22.8K
|
2.48K
$564K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
150+ 8.43% |
$17.9K - $22K
|
1.93K
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
149New |
$17.8K - $21.9K
|
149
$34K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
133New |
$15.9K - $19.5K
|
133
$30.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
114+ 4.95% |
$13.6K - $16.8K
|
2.42K
$551K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
112+ 1.79% |
$13.4K - $16.5K
|
6.36K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
106+ 8.07% |
$12.7K - $15.6K
|
1.42K
$324K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$11.9K - $14.7K
|
100
$22.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
91+ 4.38% |
$10.9K - $13.4K
|
2.17K
$494K
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
90+ 0.04% |
$10.8K - $13.2K
|
227K
$51.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 17.38% |
$8.72K - $10.7K
|
493
$112K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
72+ 0.69% |
$8.6K - $10.6K
|
10.5K
$2.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45+ 1.59% |
$5.38K - $6.61K
|
2.87K
$655K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40+ 0.13% |
$4.78K - $5.88K
|
31.1K
$7.09M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31+ 1.18% |
$3.7K - $4.56K
|
2.66K
$606K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$2.99K - $3.67K
|
25
$5.7K
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
22+ 0.11% |
$2.63K - $3.23K
|
19.9K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
19+ 0.67% |
$2.27K - $2.79K
|
2.85K
$650K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
16New |
$1.91K - $2.35K
|
16
$3.65K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$1.79K - $2.2K
|
5.6K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 1.32% |
$1.67K - $2.06K
|
1.07K
$244K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14+ 0.24% |
$1.67K - $2.06K
|
5.92K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$1.55K - $1.91K
|
13
$2.96K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8+ 0.16% |
$956 - $1.18K
|
4.98K
$1.13M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.27% |
$956 - $1.18K
|
2.99K
$682K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
7+ 0.18% |
$836 - $1.03K
|
3.9K
$888K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$597 - $735
|
8.16K
$1.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.07% |
$597 - $735
|
7.28K
$1.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
3+ 0.07% |
$358 - $441
|
4.58K
$1.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.08% |
$239 - $294
|
2.62K
$597K
|