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 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $176
|
1.93K
$467K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6- 0.11% |
$906 - $1.05K
|
5.63K
$1.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8- 0.1% |
$1.21K - $1.4K
|
8.22K
$1.99M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-15- 0.52% |
$2.26K - $2.63K
|
2.85K
$690K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19- 2.47% |
$2.87K - $3.34K
|
750
$182K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 15.38% |
$3.02K - $3.51K
|
110
$26.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25- 1.44% |
$3.77K - $4.39K
|
1.71K
$415K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 1.73% |
$4.23K - $4.92K
|
1.59K
$385K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-28- 2.73% |
$4.23K - $4.92K
|
998
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-34- 1.56% |
$5.13K - $5.97K
|
2.15K
$520K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-40- 1.25% |
$6.04K - $7.02K
|
3.16K
$766K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 1.15% |
$7.85K - $9.13K
|
4.45K
$1.08M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-52- 0.25% |
$7.85K - $9.13K
|
20.7K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-55- 4.19% |
$8.3K - $9.66K
|
1.26K
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-57Closed |
$8.61K - $10K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57- 2.34% |
$8.61K - $10K
|
2.38K
$577K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 1.65% |
$8.76K - $10.2K
|
3.46K
$839K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-68- 1.61% |
$10.3K - $11.9K
|
4.16K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-69- 4.48% |
$10.4K - $12.1K
|
1.47K
$356K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-73- 76.84% |
$11K - $12.8K
|
22
$5.33K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-84- 0.67% |
$12.7K - $14.8K
|
12.4K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-114- 65.52% |
$17.2K - $20K
|
60
$14.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-125- 2.13% |
$18.9K - $22K
|
5.74K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-159- 9.71% |
$24K - $27.9K
|
1.48K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-168Closed |
$25.4K - $29.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.7% |
$30.2K - $35.1K
|
5.2K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-205- 12.76% |
$31K - $36K
|
1.4K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-216- 2.79% |
$32.6K - $37.9K
|
7.53K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-218- 9.32% |
$32.9K - $38.3K
|
2.12K
$514K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219- 4.95% |
$33.1K - $38.5K
|
4.2K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220Closed |
$33.2K - $38.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-222- 1.95% |
$33.5K - $39K
|
11.2K
$2.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-243- 0.22% |
$36.7K - $42.7K
|
112K
$27.1M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$37.7K - $43.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-300- 12.75% |
$45.3K - $52.7K
|
2.05K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-368- 3.43% |
$55.6K - $64.6K
|
10.3K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-401- 1.42% |
$60.5K - $70.4K
|
27.8K
$6.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-409- 19.07% |
$61.8K - $71.8K
|
1.74K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-421- 12.59% |
$63.6K - $73.9K
|
2.92K
$708K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-423- 11.91% |
$63.9K - $74.3K
|
3.13K
$759K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-487- 0.09% |
$73.5K - $85.5K
|
520K
$126M
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-492- 24.6% |
$74.3K - $86.4K
|
1.51K
$365K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-627- 7.5% |
$94.7K - $110K
|
7.73K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-806- 3.44% |
$122K - $142K
|
22.6K
$5.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-811- 1.81% |
$122K - $142K
|
44.1K
$10.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-825- 1.54% |
$125K - $145K
|
52.7K
$12.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-830- 4.16% |
$125K - $146K
|
19.1K
$4.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 9.28% |
$201K - $234K
|
13K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.44KClosed |
$217K - $253K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.69K- 44.15% |
$255K - $297K
|
2.14K
$518K
|