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 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.28K
New
$196K - $211K
1.28K $302K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.25K
+ 4.58%
$190K - $205K
28.5K $6.71M
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.08K
+ 11.7%
$165K - $178K
10.3K $2.43M
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
981
+ 2.36%
$150K - $161K
42.5K $10M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
976
+ 10.56%
$149K - $160K
10.2K $2.41M
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
900
+ 2.53%
$137K - $148K
36.4K $8.58M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
854
+ 32.02%
$130K - $140K
3.52K $830K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
846
+ 6.24%
$129K - $139K
14.4K $3.39M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
791
+ 38.7%
$121K - $130K
2.84K $668K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
774
New
$118K - $127K
774 $182K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
709
+ 2.42%
$108K - $117K
30K $7.08M
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
610
+ 5.81%
$93.1K - $100K
11.1K $2.62M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
576
+ 10.09%
$87.9K - $94.7K
6.29K $1.48M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
576
+ 8.89%
$87.9K - $94.7K
7.06K $1.66M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
574
+ 0.85%
$87.6K - $94.4K
68.3K $16.1M
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

BUY
 -
571
+ 0.57%
$87.2K - $93.9K
101K $23.9M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
556
+ 2.12%
$84.9K - $91.4K
26.7K $6.3M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
528
+ 32.37%
$80.6K - $86.8K
2.16K $509K
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
523
+ 21.97%
$79.9K - $86K
2.9K $684K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
519
+ 2.56%
$79.2K - $85.3K
20.8K $4.89M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
508
+ 9.64%
$77.6K - $83.5K
5.78K $1.36M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
465
+ 6.67%
$71K - $76.5K
7.44K $1.75M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
435
+ 0.04%
$66.4K - $71.5K
1.1M $259M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
399
New
$60.9K - $65.6K
399 $94K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
379
New
$57.9K - $62.3K
379 $89.3K
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
375
+ 1.81%
$57.3K - $61.7K
21.1K $4.98M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
370
+ 336.36%
$56.5K - $60.8K
480 $113K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
366
+ 5.22%
$55.9K - $60.2K
7.38K $1.74M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
350
+ 94.85%
$53.4K - $57.6K
719 $169K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
320
+ 14.59%
$48.9K - $52.6K
2.51K $592K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
315
+ 18.63%
$48.1K - $51.8K
2.01K $473K
Nov 06, 2023 Q3 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
300
+ 0.13%
$45.8K - $49.3K
226K $53.2M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
300
New
$45.8K - $49.3K
300 $70.7K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
266
+ 3.46%
$40.6K - $43.7K
7.96K $1.88M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
246
+ 12.62%
$37.6K - $40.5K
2.2K $517K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
210
+ 1.15%
$32.1K - $34.5K
18.4K $4.34M
Nov 16, 2023 Q3 2023
Mezzasalma Advisors, LLC

BUY
 -
179
+ 1.51%
$27.3K - $29.4K
12K $2.83M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
175
New
$26.7K - $28.8K
175 $41.2K
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
173
+ 0.72%
$26.4K - $28.4K
24.1K $5.68M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
162
+ 4.8%
$24.7K - $26.6K
3.54K $833K
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
160
+ 5.39%
$24.4K - $26.3K
3.13K $737K
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
152
+ 3.5%
$23.2K - $25K
4.49K $1.06M
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
149
New
$22.8K - $24.5K
149 $35.1K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
148
+ 24.67%
$22.6K - $24.3K
748 $176K
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
140
+ 5.45%
$21.4K - $23K
2.71K $638K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
140
+ 2.81%
$21.4K - $23K
5.12K $1.21M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
125
+ 5.82%
$19.1K - $20.6K
2.27K $535K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
119
+ 5.67%
$18.2K - $19.6K
2.22K $523K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
115
New
$17.6K - $18.9K
115 $27.1K

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