Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 200 Growth (IWY)
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
|
- |
6.03MNew |
$920M - $991M
|
6.03M
$1.42B
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.67MNew |
$713M - $768M
|
4.67M
$1.1B
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
615K+ 67.01% |
$94M - $101M
|
1.53M
$361M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
170K+ 14.45% |
$26M - $28M
|
1.35M
$318M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160K+ 175.57% |
$24.4M - $26.3M
|
251K
$59.1M
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
102K+ 474.5% |
$15.5M - $16.7M
|
123K
$29M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
95.3KNew |
$14.6M - $15.7M
|
95.3K
$22.5M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.3KNew |
$14.1M - $15.2M
|
92.3K
$21.7M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66.1K+ 63.27% |
$10.1M - $10.9M
|
171K
$40.2M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
64.7K+ 69.66% |
$9.88M - $10.6M
|
158K
$37.1M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
48.9K+ 26.37% |
$7.46M - $8.03M
|
234K
$55.2M
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
46.3K+ 749.13% |
$7.07M - $7.61M
|
52.5K
$12.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.5K+ 4.24% |
$6.49M - $6.99M
|
1.05M
$246M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
42.3KNew |
$6.46M - $6.96M
|
42.3K
$9.97M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
41.2K+ 43.8% |
$6.29M - $6.77M
|
135K
$31.8M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.4KNew |
$5.56M - $5.99M
|
36.4K
$8.58M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 12.77% |
$4.02M - $4.33M
|
232K
$54.8M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
26K+ 1039.68% |
$3.97M - $4.27M
|
28.5K
$6.71M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
24.8K+ 8.67% |
$3.78M - $4.08M
|
311K
$73.2M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.3K+ 5.14% |
$3.71M - $3.99M
|
497K
$117M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.8K+ 27.98% |
$3.49M - $3.75M
|
104K
$24.6M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.6K+ 9.22% |
$3.3M - $3.56M
|
256K
$60.3M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.2K+ 17.6% |
$3.09M - $3.32M
|
135K
$31.8M
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 242.81% |
$2.51M - $2.71M
|
23.2K
$5.47M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4KNew |
$2.05M - $2.21M
|
13.4K
$3.16M
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
12.7K+ 47.31% |
$1.94M - $2.09M
|
39.7K
$9.34M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
12.7K+ 15.09% |
$1.93M - $2.08M
|
96.5K
$22.7M
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.3K+ 13.35% |
$1.88M - $2.02M
|
104K
$24.6M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12K+ 4.03% |
$1.84M - $1.98M
|
311K
$73.2M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 28.07% |
$1.78M - $1.92M
|
53.3K
$12.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.5K+ 2.9% |
$1.75M - $1.88M
|
407K
$96M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$1.72M - $1.86M
|
11.3K
$2.66M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.56KNew |
$1.46M - $1.57M
|
9.56K
$2.25M
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9.5K+ 40.74% |
$1.45M - $1.56M
|
32.8K
$7.73M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.33K+ 103.19% |
$1.42M - $1.53M
|
18.4K
$4.33M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.25K+ 13.82% |
$1.41M - $1.52M
|
76.1K
$17.9M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9.13K+ 11.02% |
$1.39M - $1.5M
|
92K
$21.7M
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.5KNew |
$1.3M - $1.4M
|
8.5K
$2M
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.86K+ 40.02% |
$1.05M - $1.13M
|
24K
$5.65M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.31K+ 11.97% |
$963K - $1.04M
|
59K
$13.9M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.27K+ 2.85% |
$958K - $1.03M
|
227K
$53.4M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.21K+ 39.66% |
$948K - $1.02M
|
21.9K
$5.15M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.97K+ 16.82% |
$912K - $982K
|
41.5K
$9.77M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.89KNew |
$900K - $969K
|
5.89K
$1.39M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
5.84K+ 60.56% |
$892K - $960K
|
15.5K
$3.65M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$865K - $932K
|
5.67K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.5KNew |
$840K - $904K
|
5.5K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.44K+ 2.55% |
$831K - $895K
|
219K
$51.6M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.39K+ 10.15% |
$823K - $886K
|
58.5K
$13.8M
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.35K+ 5.02% |
$817K - $880K
|
112K
$26.4M
|