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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.22K- 28.66% |
$186K - $201K
|
3.04K
$716K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.27K- 6.43% |
$195K - $209K
|
18.5K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.33K- 3.2% |
$202K - $218K
|
40.1K
$9.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.35K- 34.39% |
$205K - $221K
|
2.57K
$605K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42K- 11.44% |
$217K - $234K
|
11K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.44K- 38.87% |
$220K - $237K
|
2.27K
$535K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.57KClosed |
$239K - $257K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 51.48% |
$240K - $258K
|
1.48K
$349K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.93K- 5.52% |
$295K - $318K
|
33.1K
$7.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.95K- 0.85% |
$298K - $321K
|
228K
$53.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 3.85% |
$324K - $349K
|
53.1K
$12.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.32K- 0.68% |
$353K - $381K
|
339K
$79.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.7K- 78.07% |
$413K - $444K
|
759
$179K
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-3.06K- 5.05% |
$467K - $503K
|
57.4K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.52K- 1.16% |
$538K - $579K
|
299K
$70.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.54K- 61.91% |
$540K - $582K
|
2.18K
$513K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.61K- 46.7% |
$551K - $593K
|
4.12K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.68K- 3.8% |
$562K - $605K
|
93K
$21.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.38K- 5.88% |
$669K - $720K
|
70.1K
$16.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.44K- 36.1% |
$678K - $730K
|
7.86K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.69K- 22.35% |
$869K - $936K
|
19.8K
$4.66M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.96KClosed |
$909K - $979K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.03K- 13.52% |
$921K - $992K
|
38.6K
$9.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-6.21K- 81.34% |
$949K - $1.02M
|
1.43K
$336K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-6.34K- 13.19% |
$968K - $1.04M
|
41.7K
$9.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.15K- 19.71% |
$1.24M - $1.34M
|
33.2K
$7.82M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.5K- 87.26% |
$1.61M - $1.73M
|
1.54K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12.2K- 61.99% |
$1.86M - $2.01M
|
7.49K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 17.5% |
$2.07M - $2.23M
|
63.9K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16.8K- 2.83% |
$2.56M - $2.76M
|
576K
$136M
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-17.6K- 20.63% |
$2.69M - $2.9M
|
67.8K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-19.4K- 42.06% |
$2.97M - $3.19M
|
26.8K
$6.3M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-21.4K- 7.66% |
$3.27M - $3.52M
|
258K
$60.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.5K- 57.61% |
$4.19M - $4.51M
|
20.2K
$4.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.5K- 2.55% |
$4.5M - $4.85M
|
1.12M
$265M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.9K- 74.72% |
$4.87M - $5.24M
|
10.8K
$2.54M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34.1K- 86.25% |
$5.21M - $5.61M
|
5.44K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-45.1K- 57.15% |
$6.88M - $7.41M
|
33.8K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.1K- 49.3% |
$7.96M - $8.57M
|
53.6K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-71.3K- 65.45% |
$10.9M - $11.7M
|
37.6K
$8.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-107K- 98.13% |
$16.3M - $17.6M
|
2.04K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-117K- 16.27% |
$17.8M - $19.2M
|
601K
$141M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-402K- 89.26% |
$61.4M - $66.1M
|
48.4K
$11.4M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-593K- 11.73% |
$90.5M - $97.5M
|
4.46M
$1.05B
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.07M- 97.2% |
$163M - $176M
|
30.7K
$7.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.28M- 70.8% |
$195M - $210M
|
526K
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.92M- 95.34% |
$1.21B - $1.3B
|
387K
$91.2M
|