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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
3.97KNew |
$600K - $698K
|
3.97K
$963K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.81KNew |
$575K - $669K
|
3.81K
$923K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.56KNew |
$538K - $625K
|
3.56K
$863K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.34K+ 78.35% |
$505K - $587K
|
7.61K
$1.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.95K+ 19.77% |
$445K - $518K
|
17.9K
$4.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.85KNew |
$430K - $500K
|
2.85K
$690K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.79KNew |
$421K - $489K
|
2.79K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.37KNew |
$357K - $415K
|
2.37K
$573K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.21KNew |
$333K - $388K
|
2.21K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
1.85KNew |
$279K - $324K
|
1.85K
$447K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.81K+ 2.24% |
$273K - $317K
|
82.6K
$20M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
1.73KNew |
$261K - $303K
|
1.73K
$418K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.56K+ 0.42% |
$236K - $274K
|
369K
$89.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.49KNew |
$225K - $261K
|
1.49K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.48K+ 15.27% |
$223K - $259K
|
11.1K
$2.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.42K+ 25.53% |
$215K - $250K
|
6.99K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.4KNew |
$211K - $246K
|
1.4K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.38K+ 21.49% |
$209K - $243K
|
7.82K
$1.9M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
1.38K+ 36.22% |
$209K - $243K
|
5.2K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.29K+ 16.81% |
$194K - $226K
|
8.94K
$2.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.26K+ 17.8% |
$190K - $221K
|
8.33K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.21KNew |
$183K - $213K
|
1.21K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.21KNew |
$183K - $213K
|
1.21K
$294K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$181K - $211K
|
1.2K
$291K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.2KNew |
$181K - $211K
|
1.2K
$291K
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
1.17KNew |
$177K - $205K
|
1.17K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$176K - $205K
|
1.17K
$283K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.11KNew |
$168K - $196K
|
1.11K
$270K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.11K+ 4.11% |
$167K - $194K
|
28K
$6.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.07K+ 4.66% |
$161K - $187K
|
23.9K
$5.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
986+ 26.23% |
$149K - $173K
|
4.75K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
900+ 15.52% |
$136K - $158K
|
6.7K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
900+ 8.49% |
$136K - $158K
|
11.5K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
874+ 53.72% |
$132K - $153K
|
2.5K
$606K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
871+ 103.57% |
$132K - $153K
|
1.71K
$415K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
855+ 0.63% |
$129K - $150K
|
136K
$32.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
851+ 162.1% |
$128K - $149K
|
1.38K
$333K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
800+ 52.19% |
$121K - $140K
|
2.33K
$565K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
763+ 10.48% |
$115K - $134K
|
8.04K
$1.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
755+ 8.33% |
$114K - $133K
|
9.81K
$2.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
685+ 8.71% |
$103K - $120K
|
8.55K
$2.07M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
676+ 12.9% |
$102K - $119K
|
5.92K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
660+ 24.95% |
$99.7K - $116K
|
3.31K
$801K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
634+ 704.44% |
$95.7K - $111K
|
724
$175K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
606+ 15.3% |
$91.5K - $106K
|
4.57K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
599New |
$90.4K - $105K
|
599
$145K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
597+ 14.68% |
$90.1K - $105K
|
4.66K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
539+ 605.62% |
$81.4K - $94.7K
|
628
$152K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
530+ 18.16% |
$80K - $93.1K
|
3.45K
$836K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
520+ 15.76% |
$78.5K - $91.3K
|
3.82K
$926K
|