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 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
484+ 31.88% |
$73.1K - $85K
|
2K
$485K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
475+ 192.31% |
$71.7K - $83.4K
|
722
$175K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
457+ 11.07% |
$69K - $80.3K
|
4.58K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
425+ 5.32% |
$64.2K - $74.6K
|
8.41K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
401+ 5.34% |
$60.5K - $70.4K
|
7.91K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
350+ 20.49% |
$52.8K - $61.5K
|
2.06K
$499K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
302+ 29.07% |
$45.6K - $53K
|
1.34K
$325K
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
277+ 0.26% |
$41.8K - $48.6K
|
106K
$25.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
251+ 1.12% |
$37.9K - $44.1K
|
22.8K
$5.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
248+ 6.97% |
$37.4K - $43.6K
|
3.81K
$922K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
241+ 2.97% |
$36.4K - $42.3K
|
8.37K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
241+ 2.97% |
$36.4K - $42.3K
|
8.37K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
235New |
$35.5K - $41.3K
|
235
$57K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
233+ 4.39% |
$35.2K - $40.9K
|
5.54K
$1.34M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
228+ 0.94% |
$34.4K - $40K
|
24.6K
$5.96M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
210+ 0.7% |
$31.7K - $36.9K
|
30.1K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
201+ 14.88% |
$30.3K - $35.3K
|
1.55K
$376K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
200New |
$30.2K - $35.1K
|
200
$48.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
175New |
$26.4K - $30.7K
|
175
$42.4K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
173New |
$26.1K - $30.4K
|
173
$41.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
172+ 3.77% |
$26K - $30.2K
|
4.73K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
125+ 3.52% |
$18.9K - $22K
|
3.67K
$890K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
116+ 26.01% |
$17.5K - $20.4K
|
562
$136K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
116New |
$17.5K - $20.4K
|
116
$28.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100New |
$15.1K - $17.6K
|
100
$24.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
98+ 2.51% |
$14.8K - $17.2K
|
4.01K
$971K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
96+ 3.64% |
$14.5K - $16.9K
|
2.73K
$662K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
95New |
$14.3K - $16.7K
|
95
$23K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
90+ 0.32% |
$13.6K - $15.8K
|
28.3K
$6.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
89+ 42.79% |
$13.4K - $15.6K
|
297
$72K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 4.97% |
$12.1K - $14K
|
1.69K
$410K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77+ 2.47% |
$11.6K - $13.5K
|
3.2K
$775K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
76+ 1.53% |
$11.5K - $13.3K
|
5.06K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
72+ 1.3% |
$10.9K - $12.6K
|
5.62K
$1.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.96% |
$9.81K - $11.4K
|
3.38K
$819K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
58+ 0.66% |
$8.76K - $10.2K
|
8.91K
$2.16M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
47New |
$7.1K - $8.25K
|
47
$11.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
38New |
$5.74K - $6.67K
|
38
$9.21K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
35+ 1.57% |
$5.28K - $6.15K
|
2.26K
$547K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
31+ 4.66% |
$4.68K - $5.44K
|
696
$169K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28New |
$4.23K - $4.92K
|
28
$6.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25+ 1.29% |
$3.77K - $4.39K
|
1.96K
$475K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
24+ 0.61% |
$3.62K - $4.21K
|
3.98K
$965K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 61.76% |
$3.17K - $3.69K
|
55
$13.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$1.21K - $1.4K
|
5.89K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7+ 0.26% |
$1.06K - $1.23K
|
2.66K
$645K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6New |
$906 - $1.05K
|
6
$1.45K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 3.33% |
$755 - $878
|
155
$37.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.05% |
$604 - $702
|
8.16K
$1.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$302 - $351
|
1.6K
$388K
|