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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$119 - $147
|
7.88K
$1.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- -0.0% |
$119 - $147
|
43.9K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 13.04% |
$358 - $441
|
20
$4.71K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4- 0.01% |
$478 - $588
|
27.9K
$6.56M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.06K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 27.78% |
$597 - $735
|
13
$3.06K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 1.01% |
$1.67K - $2.06K
|
1.38K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 3.82% |
$2.27K - $2.79K
|
479
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25- 1.44% |
$2.99K - $3.67K
|
1.72K
$404K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 59.15% |
$5.02K - $6.17K
|
29
$6.83K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-50- 1.14% |
$5.97K - $7.35K
|
4.33K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-88- 53.01% |
$10.5K - $12.9K
|
78
$18.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-90- 3.77% |
$10.8K - $13.2K
|
2.3K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-104- 4.58% |
$12.4K - $15.3K
|
2.17K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-123- 1.51% |
$14.7K - $18.1K
|
8.04K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-135- 3.33% |
$16.1K - $19.8K
|
3.92K
$922K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-137- 3.84% |
$16.4K - $20.1K
|
3.43K
$809K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-139- 0.59% |
$16.6K - $20.4K
|
23.3K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-146- 7.07% |
$17.4K - $21.5K
|
1.92K
$452K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-170- 5.95% |
$20.3K - $25K
|
2.69K
$633K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-210- 2.72% |
$25.1K - $30.9K
|
7.52K
$1.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-217- 6.98% |
$25.9K - $31.9K
|
2.89K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-278- 0.52% |
$33.2K - $40.9K
|
53.1K
$12.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-278- 5.79% |
$33.2K - $40.9K
|
4.52K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-282- 0.92% |
$33.7K - $41.4K
|
30.3K
$7.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-290- 82.39% |
$34.7K - $42.6K
|
62
$14.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-290- 3.18% |
$34.7K - $42.6K
|
8.84K
$2.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-334- 14.35% |
$39.9K - $49.1K
|
1.99K
$470K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-348- 11.2% |
$41.6K - $51.1K
|
2.76K
$650K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-375- 5.93% |
$44.8K - $55.1K
|
5.94K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-404- 1.29% |
$48.3K - $59.4K
|
30.9K
$7.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-416- 12.38% |
$49.7K - $61.1K
|
2.94K
$693K
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-482- 3.1% |
$57.6K - $70.8K
|
15.1K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-545- 1.58% |
$65.1K - $80.1K
|
34K
$8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-598- 4.59% |
$71.5K - $87.9K
|
12.4K
$2.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-603- 4.08% |
$72.1K - $88.6K
|
14.2K
$3.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-636- 6.4% |
$76K - $93.5K
|
9.31K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-643- 9.84% |
$76.8K - $94.5K
|
5.89K
$1.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-804- 1.29% |
$96.1K - $118K
|
61.5K
$14.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-805- 19.2% |
$96.2K - $118K
|
3.39K
$798K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-847- 28.46% |
$101K - $124K
|
2.13K
$502K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-864- 2.28% |
$103K - $127K
|
37.1K
$8.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-876- 92.11% |
$105K - $129K
|
75
$17.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-900- 13.64% |
$108K - $132K
|
5.7K
$1.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-951- 5.17% |
$114K - $140K
|
17.5K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-982- 11.69% |
$117K - $144K
|
7.42K
$1.75M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.01K- 25.64% |
$120K - $148K
|
2.92K
$689K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.04K- 99.62% |
$124K - $153K
|
4
$942
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 15.84% |
$126K - $155K
|
5.61K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.06K- 17.22% |
$126K - $155K
|
5.09K
$1.2M
|