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 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
90New |
$22K - $24.8K
|
90
$24.5K
|
|
|
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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23New |
$5.61K - $6.34K
|
23
$6.27K
|
|
|
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 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1- 0.07% |
$244 - $276
|
1.44K
$392K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1- 0.07% |
$244 - $276
|
1.34K
$366K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2- 0.21% |
$488 - $551
|
959
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 2.63% |
$488 - $551
|
74
$20.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$1.22K - $1.38K
|
3.2K
$872K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-19- 1.31% |
$4.63K - $5.24K
|
1.43K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 0.15% |
$8.78K - $9.92K
|
23.4K
$6.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-43- 0.05% |
$10.5K - $11.9K
|
83.3K
$22.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-74- 7.92% |
$18.1K - $20.4K
|
860
$235K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-168- 4.52% |
$41K - $46.3K
|
3.55K
$967K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-180- 15.09% |
$43.9K - $49.6K
|
1.01K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-206- 0.94% |
$50.2K - $56.8K
|
21.7K
$5.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-265- 2.93% |
$64.6K - $73K
|
8.79K
$2.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-296- 26.59% |
$72.2K - $81.6K
|
817
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-371- 23.35% |
$90.5K - $102K
|
1.22K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-372- 2.67% |
$90.7K - $103K
|
13.5K
$3.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-426- 48.57% |
$104K - $117K
|
451
$123K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-445- 7.59% |
$109K - $123K
|
5.42K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 2.49% |
$121K - $137K
|
19.4K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-559- 31.07% |
$136K - $154K
|
1.24K
$338K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-626- 21.53% |
$153K - $173K
|
2.28K
$622K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.2K- 1.41% |
$292K - $330K
|
84.1K
$22.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.59K- 1.31% |
$387K - $437K
|
120K
$32.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.72K- 2.87% |
$419K - $473K
|
58.2K
$15.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.32K- 11.02% |
$566K - $640K
|
18.8K
$5.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.19K- 59.83% |
$777K - $878K
|
2.14K
$584K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5.04K- 60.19% |
$1.23M - $1.39M
|
3.34K
$910K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-13K- 84.23% |
$3.18M - $3.6M
|
2.44K
$666K
|
|
|
Oct 14, 2025
Q3 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
SELL
|
- |
-14.1K- 2.4% |
$3.43M - $3.88M
|
572K
$156M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16K- 8.54% |
$3.91M - $4.42M
|
172K
$46.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-17.4K- 51.51% |
$4.24M - $4.79M
|
16.4K
$4.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-38.7K- 20.2% |
$9.45M - $10.7M
|
153K
$41.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-53K- 59.14% |
$12.9M - $14.6M
|
36.6K
$9.98M
|