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 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-124- 4.28% |
$26.9K - $30.3K
|
2.77K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-124- 65.26% |
$26.9K - $30.3K
|
66
$16K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-125- 10.62% |
$27.1K - $30.6K
|
1.05K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-130- 4.49% |
$28.2K - $31.8K
|
2.77K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 7.22% |
$29.3K - $33K
|
1.73K
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-140- 3.82% |
$30.3K - $34.3K
|
3.53K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-140- 6.59% |
$30.3K - $34.3K
|
1.99K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-147- 15.76% |
$31.9K - $36K
|
786
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-184- 8.65% |
$39.9K - $45K
|
1.94K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-194- 17.46% |
$42K - $47.5K
|
917
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-217- 2.56% |
$47K - $53.1K
|
8.25K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-217- 17.82% |
$47K - $53.1K
|
1K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-225- 5.29% |
$48.8K - $55.1K
|
4.03K
$975K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-238- 2.23% |
$51.6K - $58.2K
|
10.4K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-239- 0.74% |
$51.8K - $58.5K
|
31.9K
$7.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-250- 20.16% |
$54.2K - $61.2K
|
990
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-250- 8.38% |
$54.2K - $61.2K
|
2.74K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-253- 0.73% |
$54.8K - $61.9K
|
34.6K
$8.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-255- 8.2% |
$55.3K - $62.4K
|
2.86K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-255- 6.52% |
$55.3K - $62.4K
|
3.66K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-260- 1.01% |
$56.3K - $63.6K
|
25.5K
$6.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-281- 3.57% |
$60.9K - $68.8K
|
7.59K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-293- 0.6% |
$63.5K - $71.7K
|
48.5K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-300- 41.96% |
$65K - $73.4K
|
415
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-300- 17.04% |
$65K - $73.4K
|
1.46K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-302- 4.98% |
$65.4K - $73.9K
|
5.76K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-303- 12.49% |
$65.7K - $74.1K
|
2.12K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-304- 7.41% |
$65.9K - $74.4K
|
3.8K
$920K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-310- 7.35% |
$67.2K - $75.9K
|
3.91K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-321- 4.03% |
$69.6K - $78.6K
|
7.65K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-322- 1.54% |
$69.8K - $78.8K
|
20.5K
$4.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-323- 16.74% |
$70K - $79K
|
1.61K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-329- 9.39% |
$71.3K - $80.5K
|
3.18K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-347- 2.97% |
$75.2K - $84.9K
|
11.4K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-352- 4.34% |
$76.3K - $86.1K
|
7.76K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-355- 1.81% |
$76.9K - $86.9K
|
19.2K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-360- 5.56% |
$78K - $88.1K
|
6.12K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-360- 0.6% |
$78K - $88.1K
|
59.9K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-361- 6.14% |
$78.2K - $88.3K
|
5.52K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-367- 1.68% |
$79.5K - $89.8K
|
21.5K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-398- 9.64% |
$86.3K - $97.4K
|
3.73K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-412- 2.7% |
$89.3K - $101K
|
14.8K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-473- 7.67% |
$103K - $116K
|
5.69K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-475- 0.69% |
$103K - $116K
|
68K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-490- 4.87% |
$106K - $120K
|
9.58K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-496- 0.37% |
$107K - $121K
|
134K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-510- 4.72% |
$111K - $125K
|
10.3K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-574- 6.37% |
$124K - $140K
|
8.44K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-597- 24.09% |
$129K - $146K
|
1.88K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-603- 5.09% |
$131K - $148K
|
11.3K
$2.73M
|