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 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.09K- 9.46% |
$131K - $161K
|
10.5K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.2KClosed |
$143K - $176K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.22K- 11.88% |
$146K - $180K
|
9.08K
$2.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.31K- 4.13% |
$156K - $192K
|
30.3K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 14.3% |
$160K - $196K
|
8.01K
$1.89M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.39K- 13.27% |
$166K - $204K
|
9.06K
$2.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.52K- 30.7% |
$181K - $223K
|
3.42K
$807K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.64K- 37.41% |
$196K - $241K
|
2.75K
$647K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.66K- 19.22% |
$198K - $244K
|
6.97K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.81K- 29.76% |
$217K - $266K
|
4.28K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.95K- 41.28% |
$233K - $287K
|
2.78K
$654K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.01K- 64.96% |
$240K - $295K
|
1.08K
$255K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.09KClosed |
$250K - $308K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.14K- 53.84% |
$256K - $314K
|
1.84K
$432K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.29K- 34.8% |
$273K - $336K
|
4.28K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.38K- 31.03% |
$285K - $350K
|
5.3K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 48.05% |
$400K - $491K
|
3.62K
$852K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.54K- 51.64% |
$423K - $520K
|
3.31K
$780K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.43K- 3.79% |
$530K - $651K
|
112K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.5K- 3.2% |
$538K - $661K
|
136K
$32M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.54K- 48.09% |
$542K - $667K
|
4.9K
$1.15M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.25K- 14.2% |
$628K - $772K
|
31.7K
$7.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.27K- 2.33% |
$869K - $1.07M
|
305K
$71.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-7.37K- 21.25% |
$881K - $1.08M
|
27.3K
$6.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-7.59K- 5.77% |
$907K - $1.12M
|
124K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.9K- 6.76% |
$944K - $1.16M
|
109K
$25.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.85K- 1.36% |
$1.06M - $1.3M
|
644K
$152M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-14.7K- 4.23% |
$1.76M - $2.16M
|
333K
$78.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.5K- 76.64% |
$2.09M - $2.57M
|
5.34K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20K- 5.26% |
$2.4M - $2.95M
|
361K
$85M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-26.6K- 45.61% |
$3.18M - $3.91M
|
31.7K
$7.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.4K- 2.39% |
$3.51M - $4.32M
|
1.2M
$283M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-36.6K- 93.83% |
$4.38M - $5.38M
|
2.41K
$567K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-45.6K- 95.54% |
$5.45M - $6.71M
|
2.13K
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-920K- 15.37% |
$110M - $135M
|
5.07M
$1.19B
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-941K- 16.81% |
$112M - $138M
|
4.66M
$1.1B
|