Purchases and Sales Made in Q4 2022 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2022. 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 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$1.53K - $1.71K
|
5.61K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 0.49% |
$1.53K - $1.71K
|
2.68K
$639K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
10+ 0.37% |
$1.18K - $1.31K
|
2.7K
$642K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.84% |
$1.06K - $1.18K
|
1.08K
$257K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
8+ 0.21% |
$940 - $1.05K
|
3.88K
$924K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.09% |
$823 - $919
|
8.05K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$705 - $788
|
2.67K
$636K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 10.34% |
$353 - $394
|
32
$7.63K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
3+ 0.06% |
$353 - $394
|
4.9K
$1.17M
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.33% |
$118 - $131
|
76
$18.1K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.57% |
$118 - $131
|
176
$41.9K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.14% |
$118 - $131
|
732
$174K
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$118 - $131
|
2.18K
$519K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4- 0.14% |
$470 - $525
|
2.92K
$696K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.36% |
$823 - $919
|
1.91K
$456K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9- 11.54% |
$1.06K - $1.18K
|
69
$16.4K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15- 0.05% |
$1.76K - $1.97K
|
27.8K
$6.64M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 3.85% |
$2.23K - $2.5K
|
474
$113K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 0.14% |
$2.94K - $3.28K
|
17.4K
$4.15M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-35- 1.03% |
$4.11K - $4.6K
|
3.35K
$799K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-42- 1.77% |
$4.94K - $5.52K
|
2.34K
$557K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-46- 1.54% |
$5.41K - $6.04K
|
2.95K
$702K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-46- 2.16% |
$5.41K - $6.04K
|
2.08K
$496K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-68- 2.6% |
$7.99K - $8.93K
|
2.55K
$608K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-100- 3.34% |
$11.8K - $13.1K
|
2.9K
$690K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-119- 4.92% |
$14K - $15.6K
|
2.3K
$548K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-120- 10.0% |
$14.1K - $15.8K
|
1.08K
$257K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-133Closed |
$15.6K - $17.5K
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-145- 2.58% |
$17K - $19K
|
5.47K
$1.3M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-150- 4.73% |
$17.6K - $19.7K
|
3.02K
$720K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-158- 32.99% |
$18.6K - $20.8K
|
321
$76.5K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 4.54% |
$19.3K - $21.5K
|
3.45K
$823K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-184- 5.37% |
$21.6K - $24.2K
|
3.24K
$772K
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-210- 2.36% |
$24.7K - $27.6K
|
8.69K
$2.07M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-247- 5.4% |
$29K - $32.4K
|
4.33K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-249- 22.49% |
$29.3K - $32.7K
|
858
$204K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-259- 6.64% |
$30.4K - $34K
|
3.64K
$867K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-261- 0.77% |
$30.7K - $34.3K
|
33.7K
$8.03M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-289- 3.64% |
$34K - $38K
|
7.64K
$1.82M
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-318- 4.56% |
$37.4K - $41.8K
|
6.65K
$1.58M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-329- 10.42% |
$38.7K - $43.2K
|
2.83K
$674K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-369- 4.97% |
$43.4K - $48.5K
|
7.05K
$1.68M
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-410- 6.34% |
$48.2K - $53.8K
|
6.06K
$1.44M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-420- 21.07% |
$49.4K - $55.2K
|
1.57K
$375K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-423- 4.83% |
$49.7K - $55.6K
|
8.33K
$1.98M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-431- 3.67% |
$50.7K - $56.6K
|
11.3K
$2.7M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-434- 15.13% |
$51K - $57K
|
2.43K
$580K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-480- 22.16% |
$56.4K - $63K
|
1.69K
$402K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-504- 20.34% |
$59.2K - $66.2K
|
1.97K
$470K
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-515- 11.39% |
$60.5K - $67.6K
|
4.01K
$955K
|