Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2024. 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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
76.4K+ 2301.39% |
$16.6M - $18.7M
|
79.8K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
63.6KNew |
$13.8M - $15.6M
|
63.6K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.6K+ 31.22% |
$10.7M - $12.1M
|
208K
$50.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
46KNew |
$9.98M - $11.3M
|
46K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
39.9K+ 803.57% |
$8.64M - $9.76M
|
44.8K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39.3K+ 0.79% |
$8.52M - $9.62M
|
5.05M
$1.22B
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$7.66M - $8.65M
|
35.3K
$8.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8KNew |
$4.08M - $4.61M
|
18.8K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 61.19% |
$1.8M - $2.03M
|
21.9K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
8.03KNew |
$1.74M - $1.97M
|
8.03K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.83KNew |
$1.7M - $1.92M
|
7.83K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.65K+ 28.76% |
$1.66M - $1.87M
|
34.3K
$8.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.33K+ 524.41% |
$1.59M - $1.79M
|
8.72K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.71K+ 14.7% |
$1.45M - $1.64M
|
52.4K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 41.7% |
$1.21M - $1.36M
|
18.9K
$4.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$1.13M - $1.28M
|
5.22K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.17K+ 447.32% |
$1.12M - $1.27M
|
6.33K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4.6KNew |
$997K - $1.13M
|
4.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 6.37% |
$975K - $1.1M
|
75.2K
$18.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.3K+ 3.59% |
$932K - $1.05M
|
124K
$30M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.1K+ 4.28% |
$888K - $1M
|
99.8K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
3.78K+ 12.65% |
$819K - $924K
|
33.6K
$8.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.18K+ 4.67% |
$473K - $534K
|
48.9K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.18KNew |
$473K - $534K
|
2.18K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.96KNew |
$425K - $479K
|
1.96K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.53KNew |
$331K - $374K
|
1.53K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.43K+ 27.06% |
$310K - $350K
|
6.71K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.35K+ 2.66% |
$292K - $330K
|
52K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.2KNew |
$261K - $294K
|
1.2K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$236K - $267K
|
1.09K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
975New |
$211K - $239K
|
975
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
924New |
$200K - $226K
|
924
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
906New |
$196K - $222K
|
906
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
753+ 35.89% |
$163K - $184K
|
2.85K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
744+ 23.17% |
$161K - $182K
|
3.96K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
641+ 8.94% |
$139K - $157K
|
7.82K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
640+ 20.63% |
$139K - $157K
|
3.74K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
536+ 7.62% |
$116K - $131K
|
7.57K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
503+ 5.54% |
$109K - $123K
|
9.58K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
457+ 2.27% |
$99K - $112K
|
20.6K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 7.75% |
$69.6K - $78.6K
|
4.46K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
302+ 5.37% |
$65.4K - $73.9K
|
5.93K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
301+ 2.98% |
$65.2K - $73.7K
|
10.4K
$2.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
280+ 0.67% |
$60.7K - $68.5K
|
42K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
249+ 4.44% |
$54K - $60.9K
|
5.86K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
194+ 1.33% |
$42K - $47.5K
|
14.7K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
168+ 1.53% |
$36.4K - $41.1K
|
11.2K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 2.06% |
$33.8K - $38.2K
|
7.73K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
117+ 2.58% |
$25.4K - $28.6K
|
4.65K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
114+ 4.77% |
$24.7K - $27.9K
|
2.51K
$607K
|