Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2023. 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 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.65% |
$1.64K - $1.94K
|
1.68K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 3.54% |
$1.94K - $2.29K
|
354
$84.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-21- 46.67% |
$3.13K - $3.69K
|
24
$5.72K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-22- 1.42% |
$3.28K - $3.87K
|
1.53K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-26- 1.88% |
$3.87K - $4.57K
|
1.36K
$324K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-30- 2.07% |
$4.47K - $5.28K
|
1.42K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-35- 2.22% |
$5.22K - $6.16K
|
1.55K
$368K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-39- 1.55% |
$5.81K - $6.86K
|
2.47K
$590K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-39- 17.41% |
$5.81K - $6.86K
|
185
$44.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-43- 0.35% |
$6.41K - $7.56K
|
12.3K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-44- 2.99% |
$6.56K - $7.74K
|
1.43K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 1.63% |
$7.45K - $8.8K
|
3.02K
$720K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 0.68% |
$7.75K - $9.15K
|
7.64K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56- 1.59% |
$8.34K - $9.85K
|
3.47K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-62- 1.16% |
$9.24K - $10.9K
|
5.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-70- 2.73% |
$10.4K - $12.3K
|
2.5K
$595K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-72- 1.82% |
$10.7K - $12.7K
|
3.89K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-73- 3.21% |
$10.9K - $12.8K
|
2.2K
$524K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 0.68% |
$11.2K - $13.2K
|
10.9K
$2.61M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-79- 3.72% |
$11.8K - $13.9K
|
2.04K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-80- 0.04% |
$11.9K - $14.1K
|
226K
$53.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-120- 8.82% |
$17.9K - $21.1K
|
1.24K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 17.0% |
$19.2K - $22.7K
|
630
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-160- 11.28% |
$23.8K - $28.1K
|
1.26K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-183- 1.33% |
$27.3K - $32.2K
|
13.6K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-188- 0.78% |
$28K - $33.1K
|
23.9K
$5.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-190- 3.26% |
$28.3K - $33.4K
|
5.64K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-200- 83.33% |
$29.8K - $35.2K
|
40
$9.53K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-206- 1.75% |
$30.7K - $36.2K
|
11.6K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-209- 27.25% |
$31.1K - $36.8K
|
558
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-211- 9.69% |
$31.4K - $37.1K
|
1.97K
$468K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-233- 4.77% |
$34.7K - $41K
|
4.65K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-237- 1.14% |
$35.3K - $41.7K
|
20.5K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-239- 14.46% |
$35.6K - $42K
|
1.41K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-248- 58.63% |
$37K - $43.6K
|
175
$41.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-252- 0.69% |
$37.6K - $44.3K
|
36.1K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-285- 1.94% |
$42.5K - $50.1K
|
14.4K
$3.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-294- 79.25% |
$43.8K - $51.7K
|
77
$18.3K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-330- 8.72% |
$49.2K - $58.1K
|
3.46K
$824K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-344- 4.63% |
$51.3K - $60.5K
|
7.09K
$1.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-351- 8.68% |
$52.3K - $61.7K
|
3.69K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-359- 47.99% |
$53.5K - $63.2K
|
389
$92.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-360- 3.27% |
$53.6K - $63.3K
|
10.6K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-369- 21.55% |
$55K - $64.9K
|
1.34K
$320K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-410- 14.52% |
$61.1K - $72.1K
|
2.41K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-435- 2.76% |
$64.8K - $76.5K
|
15.3K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-461- 16.77% |
$68.7K - $81.1K
|
2.29K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-467- 9.86% |
$69.6K - $82.2K
|
4.27K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-505- 21.76% |
$75.3K - $88.8K
|
1.82K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-510Closed |
$76K - $89.7K
|
0
$0
|