Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
902K+ 29.71% |
$136M - $158M
|
3.94M
$955M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
874K+ 32.39% |
$132M - $153M
|
3.57M
$866M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
241KNew |
$36.3M - $42.3M
|
241K
$58.3M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
134KNew |
$20.2M - $23.5M
|
134K
$32.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 136.79% |
$18.8M - $21.8M
|
215K
$52.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
73.5KNew |
$11.1M - $12.9M
|
73.5K
$17.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
69.7K+ 3.84% |
$10.5M - $12.2M
|
1.89M
$457M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 14.68% |
$10.5M - $12.2M
|
545K
$132M
|
|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
63KNew |
$9.52M - $11.1M
|
63K
$15.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
54.1KNew |
$8.18M - $9.51M
|
54.1K
$13.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53K+ 13.26% |
$8.01M - $9.31M
|
453K
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
44.7K+ 467.13% |
$6.74M - $7.84M
|
54.2K
$13.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Surience Private Wealth LLC
|
BUY
|
- |
43.3KNew |
$6.53M - $7.6M
|
43.3K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.9K+ 9.59% |
$5.57M - $6.48M
|
422K
$102M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.5K+ 4.19% |
$5.51M - $6.41M
|
907K
$220M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
36K+ 10.88% |
$5.44M - $6.32M
|
367K
$88.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33KNew |
$4.99M - $5.8M
|
33K
$8.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9K+ 234.25% |
$4.51M - $5.25M
|
42.7K
$10.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28.2KNew |
$4.26M - $4.96M
|
28.2K
$6.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.1KNew |
$4.25M - $4.94M
|
28.1K
$6.82M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
24.2KNew |
$3.65M - $4.25M
|
24.2K
$5.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
23KNew |
$3.48M - $4.05M
|
23K
$5.59M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.2K+ 328.09% |
$2.75M - $3.2M
|
23.7K
$5.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 39.8% |
$1.76M - $2.05M
|
41K
$9.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
10.9KNew |
$1.64M - $1.91M
|
10.9K
$2.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.9KNew |
$1.64M - $1.91M
|
10.9K
$2.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.8K+ 415.64% |
$1.63M - $1.89M
|
13.4K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 14.3% |
$1.52M - $1.77M
|
80.3K
$19.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
9.6K+ 47.38% |
$1.45M - $1.69M
|
29.9K
$7.24M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
9.15K+ 32.09% |
$1.38M - $1.61M
|
37.7K
$9.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9KNew |
$1.36M - $1.58M
|
9K
$2.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.16KNew |
$1.23M - $1.43M
|
8.16K
$1.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.23K+ 186.68% |
$1.09M - $1.27M
|
11.1K
$2.69M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.73K+ 397.34% |
$1.02M - $1.18M
|
8.43K
$2.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.37K+ 22.02% |
$962K - $1.12M
|
35.3K
$8.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.24K+ 3.03% |
$942K - $1.1M
|
212K
$51.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.13KNew |
$926K - $1.08M
|
6.13K
$1.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
6.03K+ 32.89% |
$910K - $1.06M
|
24.4K
$5.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.78K+ 103.92% |
$873K - $1.02M
|
11.3K
$2.75M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.62KNew |
$848K - $986K
|
5.62K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.09KNew |
$769K - $894K
|
5.09K
$1.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.77K+ 290.38% |
$720K - $837K
|
6.41K
$1.55M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$695K - $808K
|
4.6K
$1.11M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.59K+ 38.58% |
$693K - $806K
|
16.5K
$4M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.54K+ 7.94% |
$685K - $797K
|
61.7K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.51K+ 1.26% |
$682K - $793K
|
361K
$87.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.38KNew |
$661K - $769K
|
4.38K
$1.06M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.35K+ 5.08% |
$657K - $764K
|
89.9K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.25K+ 83.67% |
$642K - $747K
|
9.33K
$2.26M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.04KNew |
$610K - $710K
|
4.04K
$980K
|