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
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.32K
+ 70.68%
$813K - $875K
12.9K $3.03M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
5.21K
+ 17.39%
$795K - $856K
35.2K $8.28M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
5.13K
+ 0.76%
$784K - $844K
680K $160M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
4.86K
+ 4.92%
$743K - $800K
104K $24.4M
Nov 02, 2023 Q3 2023
Crumly & Associates Inc.

BUY
 -
4.54K
+ 13.78%
$693K - $746K
37.4K $8.82M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
4.46K
+ 2.03%
$681K - $733K
224K $52.8M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.03K
+ 91.39%
$616K - $663K
8.45K $1.99M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.98K
+ 113.38%
$608K - $655K
7.5K $1.77M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
3.93K
+ 8.34%
$600K - $646K
51K $12M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
3.65K
+ 6.33%
$558K - $601K
61.4K $14.5M
Nov 13, 2023 Q3 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
3.24K
New
$494K - $532K
3.24K $762K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
3.22K
+ 6.57%
$491K - $529K
52.1K $12.3M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
3.19K
+ 27.69%
$487K - $524K
14.7K $3.46M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
3.12K
+ 9.4%
$477K - $513K
36.3K $8.56M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.11K
+ 27.16%
$474K - $511K
14.5K $3.43M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.09K
+ 26.04%
$471K - $507K
14.9K $3.52M
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
2.96K
+ 4.71%
$451K - $486K
65.7K $15.5M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.83K
+ 7.2%
$432K - $465K
42.1K $9.91M
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
2.75K
+ 9.96%
$420K - $452K
30.3K $7.15M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
2.58K
+ 184.03%
$394K - $425K
3.99K $939K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.56K
New
$391K - $421K
2.56K $604K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
2.54K
+ 119.11%
$388K - $418K
4.68K $1.1M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
2.36K
+ 6.47%
$361K - $388K
38.9K $9.16M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.34K
+ 17.44%
$357K - $384K
15.7K $3.71M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
2.32K
New
$354K - $382K
2.32K $547K
Nov 07, 2023 Q3 2023
Equitable Trust CO

BUY
 -
2.22K
New
$339K - $365K
2.22K $523K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
2.19K
New
$335K - $360K
2.19K $516K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
2.13K
New
$325K - $350K
2.13K $502K
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
2.1K
New
$321K - $345K
2.1K $495K
Nov 06, 2023 Q3 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
2.07K
New
$316K - $340K
2.07K $487K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
2.06K
New
$315K - $339K
2.06K $486K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2K
+ 26.63%
$305K - $329K
9.51K $2.24M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
1.98K
+ 92.99%
$302K - $325K
4.1K $966K
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
1.96K
+ 4.91%
$299K - $321K
41.8K $9.85M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.94K
+ 34.56%
$297K - $320K
7.57K $1.78M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.81K
New
$277K - $298K
1.81K $427K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.73K
New
$264K - $285K
1.73K $408K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1.7K
+ 691.87%
$260K - $280K
1.95K $459K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
1.7K
+ 1.58%
$259K - $279K
109K $25.6M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
1.68K
New
$256K - $276K
1.68K $395K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.66K
+ 18.76%
$253K - $272K
10.5K $2.47M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.62K
+ 25.14%
$247K - $266K
8.06K $1.9M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.57K
New
$240K - $259K
1.57K $371K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
1.57K
+ 2.91%
$240K - $258K
55.4K $13.1M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.5K
New
$229K - $247K
1.5K $354K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.48K
New
$226K - $243K
1.48K $348K
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
1.47K
New
$224K - $242K
1.47K $346K
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
1.42K
New
$217K - $233K
1.42K $334K
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.35K
New
$206K - $222K
1.35K $318K

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