Purchases and Sales Made in Q3 2025 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 2025. 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 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
19K+ 390.89% |
$4.62M - $5.23M
|
23.8K
$6.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.8K+ 6.68% |
$2.63M - $2.97M
|
172K
$47M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 288.48% |
$2.12M - $2.39M
|
11.7K
$3.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.88KNew |
$1.68M - $1.9M
|
6.88K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.61K+ 7.03% |
$1.61M - $1.82M
|
101K
$27.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.93K+ 98.46% |
$1.45M - $1.64M
|
12K
$3.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14KNew |
$1.01M - $1.14M
|
4.14K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.08K+ 3.26% |
$751K - $849K
|
97.5K
$26.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
2.76K+ 3.55% |
$674K - $761K
|
80.5K
$22M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.54K+ 182.31% |
$619K - $699K
|
3.93K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.05K+ 6.14% |
$500K - $564K
|
35.4K
$9.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.8K+ 6.88% |
$438K - $495K
|
27.9K
$7.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.74K+ 20.83% |
$423K - $478K
|
10.1K
$2.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.7K+ 4.28% |
$414K - $468K
|
41.3K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 7.48% |
$399K - $451K
|
23.5K
$6.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 21.02% |
$320K - $361K
|
7.55K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.27K+ 3.47% |
$310K - $350K
|
37.9K
$10.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.18K+ 3.79% |
$288K - $326K
|
32.4K
$8.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.15KNew |
$281K - $318K
|
1.15K
$315K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1K+ 30.87% |
$245K - $276K
|
4.25K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
849+ 22.85% |
$207K - $234K
|
4.56K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
780New |
$190K - $215K
|
780
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
756New |
$184K - $208K
|
756
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
753New |
$184K - $208K
|
753
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
753+ 84.61% |
$184K - $208K
|
1.64K
$448K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
749New |
$183K - $206K
|
749
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
747New |
$182K - $206K
|
747
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
610+ 5.28% |
$149K - $168K
|
12.2K
$3.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
568+ 11.44% |
$139K - $157K
|
5.53K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
543+ 3.62% |
$132K - $150K
|
15.5K
$4.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
413+ 5.38% |
$101K - $114K
|
8.09K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
412+ 6.45% |
$100K - $114K
|
6.8K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
388+ 29.92% |
$94.6K - $107K
|
1.69K
$460K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
314+ 1.58% |
$76.6K - $86.5K
|
20.2K
$5.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 3.02% |
$68.3K - $77.2K
|
9.55K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
257New |
$62.7K - $70.8K
|
257
$70.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
205+ 1.83% |
$50K - $56.5K
|
11.4K
$3.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
167+ 0.37% |
$40.7K - $46K
|
45.2K
$12.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
149+ 1.51% |
$36.3K - $41.1K
|
10K
$2.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
131+ 4.95% |
$32K - $36.1K
|
2.78K
$757K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
114+ 5.94% |
$27.8K - $31.4K
|
2.03K
$554K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
114+ 0.54% |
$27.8K - $31.4K
|
21.4K
$5.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 27.03% |
$9.76K - $11K
|
188
$51.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
31+ 1.37% |
$7.56K - $8.54K
|
2.3K
$627K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22New |
$5.37K - $6.06K
|
22
$6K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$3.42K - $3.86K
|
14
$3.82K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.09% |
$488 - $551
|
2.2K
$601K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$244 - $276
|
879
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1- 0.07% |
$244 - $276
|
1.34K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1- 0.07% |
$244 - $276
|
1.44K
$392K
|