Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2023. 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 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
6.03M
New
$920M - $991M
6.03M $1.37B
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
4.67M
New
$713M - $768M
4.67M $1.06B
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
615K
+ 67.01%
$94M - $101M
1.53M $350M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
170K
+ 14.45%
$26M - $28M
1.35M $307M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
160K
+ 175.57%
$24.4M - $26.3M
251K $57.1M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
102K
+ 474.5%
$15.5M - $16.7M
123K $28M
Nov 13, 2023 Q3 2023
Portfolio Strategies, Inc.

BUY
 -
95.3K
New
$14.6M - $15.7M
95.3K $21.7M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
92.3K
New
$14.1M - $15.2M
92.3K $21M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
66.1K
+ 63.27%
$10.1M - $10.9M
171K $38.9M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
64.7K
+ 69.66%
$9.88M - $10.6M
158K $35.9M
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

BUY
 -
46.3K
+ 749.13%
$7.07M - $7.61M
52.5K $12M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
42.5K
+ 4.24%
$6.49M - $6.99M
1.05M $238M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
42.3K
New
$6.46M - $6.96M
42.3K $9.64M
Oct 12, 2023 Q3 2023
Compton Wealth Advisory Group, LLC

BUY
 -
41.2K
+ 43.8%
$6.29M - $6.77M
135K $30.8M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
36.4K
New
$5.56M - $5.99M
36.4K $8.29M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
26.3K
+ 12.77%
$4.02M - $4.33M
232K $53M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
26K
+ 1039.68%
$3.97M - $4.27M
28.5K $6.49M
Nov 07, 2023 Q3 2023
Intelligence Driven Advisers, LLC

BUY
 -
24.8K
+ 8.67%
$3.78M - $4.08M
311K $70.8M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
24.3K
+ 5.14%
$3.71M - $3.99M
497K $113M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
22.8K
+ 27.98%
$3.49M - $3.75M
104K $23.8M
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
21.6K
+ 9.22%
$3.3M - $3.56M
256K $58.4M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
20.2K
+ 17.6%
$3.09M - $3.32M
135K $30.8M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
16.5K
+ 242.81%
$2.51M - $2.71M
23.2K $5.29M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
13.4K
New
$2.05M - $2.21M
13.4K $3.06M
Nov 08, 2023 Q3 2023
Jsf Financial, LLC

BUY
 -
12.7K
+ 47.31%
$1.94M - $2.09M
39.7K $9.04M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
12.7K
+ 15.09%
$1.93M - $2.08M
96.5K $22M
Oct 24, 2023 Q3 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
12.3K
+ 13.35%
$1.88M - $2.02M
104K $23.8M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
12K
+ 4.03%
$1.84M - $1.98M
311K $70.8M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
11.7K
+ 28.07%
$1.78M - $1.92M
53.3K $12.1M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.5K
+ 2.9%
$1.75M - $1.88M
407K $92.8M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.3K
New
$1.72M - $1.86M
11.3K $2.57M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
9.56K
New
$1.46M - $1.57M
9.56K $2.18M
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
9.5K
+ 40.74%
$1.45M - $1.56M
32.8K $7.48M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
9.33K
+ 103.19%
$1.42M - $1.53M
18.4K $4.18M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
9.25K
+ 13.82%
$1.41M - $1.52M
76.1K $17.3M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
9.13K
+ 11.02%
$1.39M - $1.5M
92K $21M
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
8.5K
New
$1.3M - $1.4M
8.5K $1.94M
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
6.86K
+ 40.02%
$1.05M - $1.13M
24K $5.47M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
6.31K
+ 11.97%
$963K - $1.04M
59K $13.5M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
6.27K
+ 2.85%
$958K - $1.03M
227K $51.6M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.21K
+ 39.66%
$948K - $1.02M
21.9K $4.98M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
5.97K
+ 16.82%
$912K - $982K
41.5K $9.45M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
5.89K
New
$900K - $969K
5.89K $1.34M
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
5.84K
+ 60.56%
$892K - $960K
15.5K $3.53M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
5.67K
New
$865K - $932K
5.67K $1.29M
Nov 13, 2023 Q3 2023
Fulcrum Equity Management

BUY
 -
5.5K
New
$840K - $904K
5.5K $1.25M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.44K
+ 2.55%
$831K - $895K
219K $49.9M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
5.39K
+ 10.15%
$823K - $886K
58.5K $13.3M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
5.35K
+ 5.02%
$817K - $880K
112K $25.5M

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