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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-15.3K- 30.44% |
$3.32M - $3.74M
|
35K
$8.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.1K- 2.94% |
$4.36M - $4.92M
|
664K
$161M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25.9K- 14.39% |
$5.61M - $6.34M
|
154K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-46K- 78.46% |
$9.96M - $11.2M
|
12.6K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54.3K- 11.89% |
$11.8M - $13.3M
|
402K
$97.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-57.5K- 96.38% |
$12.5M - $14.1M
|
2.16K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-83.1K- 98.29% |
$18M - $20.3M
|
1.45K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-100K- 30.53% |
$21.7M - $24.5M
|
228K
$55.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112K- 55.18% |
$24.4M - $27.5M
|
91.3K
$22.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-146K- 62.95% |
$31.7M - $35.8M
|
86.1K
$20.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-308K- 4.7% |
$66.7M - $75.3M
|
6.25M
$1.51B
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-393K- 99.57% |
$85.2M - $96.3M
|
1.68K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-570K- 98.42% |
$124M - $139M
|
9.16K
$2.22M
|