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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78- 2.3% |
$11.9K - $12.8K
|
3.31K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 10.64% |
$11.9K - $12.8K
|
655
$156K
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-83- 4.67% |
$12.7K - $13.6K
|
1.69K
$404K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-87- 4.3% |
$13.3K - $14.3K
|
1.94K
$462K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-93- 2.94% |
$14.2K - $15.3K
|
3.07K
$731K
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-100- 3.23% |
$15.3K - $16.4K
|
3K
$715K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-118- 69.82% |
$18K - $19.4K
|
51
$12.1K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-120- 0.86% |
$18.3K - $19.7K
|
13.8K
$3.29M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-130- 27.31% |
$19.8K - $21.4K
|
346
$82.4K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-149- 2.67% |
$22.8K - $24.5K
|
5.44K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-150- 1.2% |
$22.9K - $24.7K
|
12.4K
$2.95M
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-152- 0.4% |
$23.2K - $25K
|
38.2K
$9.09M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-156- 3.44% |
$23.8K - $25.7K
|
4.38K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-169- 15.59% |
$25.8K - $27.8K
|
915
$218K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 7.51% |
$26.3K - $28.3K
|
2.12K
$505K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 2.22% |
$26.7K - $28.8K
|
7.7K
$1.83M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 29.26% |
$26.7K - $28.8K
|
423
$101K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-180- 5.54% |
$27.5K - $29.6K
|
3.07K
$731K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-189- 5.87% |
$28.9K - $31.1K
|
3.03K
$722K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-196- 4.38% |
$29.9K - $32.2K
|
4.28K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 2.1% |
$30.5K - $32.9K
|
9.3K
$2.22M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-206- 1.59% |
$31.5K - $33.9K
|
12.8K
$3.05M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-210- 41.83% |
$32.1K - $34.5K
|
292
$69.6K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-223- 27.03% |
$34K - $36.7K
|
602
$143K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-244- 48.51% |
$37.3K - $40.1K
|
259
$61.7K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-244- 4.76% |
$37.3K - $40.1K
|
4.88K
$1.16M
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-255- 6.31% |
$38.9K - $41.9K
|
3.79K
$902K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-273- 3.75% |
$41.7K - $44.9K
|
7.01K
$1.67M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-284- 9.36% |
$43.4K - $46.7K
|
2.75K
$655K
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-292- 11.41% |
$44.6K - $48K
|
2.27K
$540K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-307- 49.44% |
$46.9K - $50.5K
|
314
$74.8K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-377- 0.6% |
$57.6K - $62K
|
62.9K
$15M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-398- 1.85% |
$60.8K - $65.4K
|
21.1K
$5.02M
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-455- 9.61% |
$69.5K - $74.8K
|
4.28K
$1.02M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-456- 0.68% |
$69.6K - $75K
|
67K
$16M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-469- 7.45% |
$71.6K - $77.1K
|
5.83K
$1.39M
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-550- 1.46% |
$84K - $90.4K
|
37.1K
$8.83M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-577- 24.74% |
$88.1K - $94.9K
|
1.76K
$418K
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-612- 13.15% |
$93.4K - $101K
|
4.04K
$963K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-633- 3.57% |
$96.7K - $104K
|
17.1K
$4.07M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-669- 15.66% |
$102K - $110K
|
3.6K
$858K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-696- 11.58% |
$106K - $114K
|
5.32K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-714- 34.98% |
$109K - $117K
|
1.33K
$316K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-748- 1.65% |
$114K - $123K
|
44.7K
$10.6M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-788- 8.96% |
$120K - $130K
|
8K
$1.91M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-801- 3.24% |
$122K - $132K
|
24K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-865- 53.0% |
$132K - $142K
|
767
$183K
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-921- 16.28% |
$141K - $151K
|
4.74K
$1.13M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-940- 11.32% |
$144K - $155K
|
7.36K
$1.75M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.11K- 4.74% |
$169K - $183K
|
22.3K
$5.32M
|