Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 200 Growth (IWY)

IWY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 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
Aug 28, 2024 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
112
+ 0.91%
$17.1K - $18.4K
12.4K $2.93M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
99
+ 9.17%
$15.1K - $16.3K
1.18K $279K
Nov 14, 2023 Q3 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
95
+ 0.81%
$14.5K - $15.6K
11.8K $2.79M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
83
New
$12.7K - $13.6K
83 $19.6K
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
73
+ 4.93%
$11.1K - $12K
1.55K $367K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
73
New
$11.1K - $12K
73 $17.2K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
67
+ 0.43%
$10.2K - $11K
15.8K $3.73M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
62
+ 1.17%
$9.47K - $10.2K
5.36K $1.27M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
50
+ 0.79%
$7.63K - $8.22K
6.38K $1.51M
Oct 30, 2023 Q3 2023
Thompson Investment Management, Inc.

BUY
 -
45
New
$6.87K - $7.4K
45 $10.6K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
38
New
$5.8K - $6.25K
38 $8.98K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
37
+ 0.91%
$5.65K - $6.08K
4.1K $968K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
36
+ 105.88%
$5.5K - $5.92K
70 $16.5K
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
36
+ 0.33%
$5.5K - $5.92K
11K $2.6M
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
34
+ 2.2%
$5.19K - $5.59K
1.58K $373K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
32
+ 1.15%
$4.89K - $5.26K
2.82K $667K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
28
New
$4.28K - $4.6K
28 $6.62K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
28
+ 0.03%
$4.28K - $4.6K
103K $24.4M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
27
+ 75.0%
$4.12K - $4.44K
63 $14.9K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
23
+ 11.0%
$3.51K - $3.78K
232 $54.8K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
17
New
$2.6K - $2.8K
17 $4.02K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
15
+ 7.89%
$2.29K - $2.47K
205 $48.4K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
8
+ 0.28%
$1.22K - $1.32K
2.87K $679K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
4
+ 80.0%
$611 - $658
9 $2.13K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
4
New
$611 - $658
4 $945
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
3
New
$458 - $493
3 $709
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-2
- 0.02%
$305 - $329
10.2K $2.41M
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-7
- 0.37%
$1.07K - $1.15K
1.87K $441K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

SELL
 -
-10
- 0.6%
$1.53K - $1.64K
1.65K $391K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-13
- 0.18%
$1.98K - $2.14K
7.06K $1.67M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-15
Closed
$2.29K - $2.47K
0 $0
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

SELL
 -
-15
- 0.6%
$2.29K - $2.47K
2.49K $588K
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-16
- 6.67%
$2.44K - $2.63K
224 $52.9K
Oct 20, 2023 Q3 2023
Whelan Financial

SELL
 -
-20
- 0.27%
$3.05K - $3.29K
7.51K $1.77M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-20
- 1.42%
$3.05K - $3.29K
1.38K $327K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-21
- 0.17%
$3.21K - $3.45K
12.6K $2.99M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-23
- 0.5%
$3.51K - $3.78K
4.55K $1.07M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

SELL
 -
-24
- 0.41%
$3.66K - $3.95K
5.83K $1.38M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-25
- 1.38%
$3.82K - $4.11K
1.79K $423K
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-26
- 1.63%
$3.97K - $4.28K
1.57K $371K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-30
- 2.16%
$4.58K - $4.93K
1.36K $321K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-30
- 1.72%
$4.58K - $4.93K
1.71K $405K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-42
- 5.55%
$6.41K - $6.91K
715 $169K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-50
- 0.49%
$7.63K - $8.22K
10.2K $2.4M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-51
- 3.55%
$7.79K - $8.39K
1.39K $327K
Oct 19, 2023 Q3 2023
Mason & Associates Inc

SELL
 -
-56
- 3.78%
$8.55K - $9.21K
1.43K $337K
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
SELL
 -
-68
- 3.69%
$10.4K - $11.2K
1.78K $420K
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

SELL
 -
-70
- 2.47%
$10.7K - $11.5K
2.77K $654K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-70
- 0.77%
$10.7K - $11.5K
9.01K $2.13M

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