Purchases and Sales Made in Q4 2025 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q4 2025. 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 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
22.6K+ 418.37% |
$6.06M - $6.51M
|
28K
$7.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19.7K+ 230.91% |
$5.29M - $5.68M
|
28.2K
$7.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.3K+ 751.19% |
$4.92M - $5.29M
|
20.8K
$5.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 33.04% |
$4.19M - $4.5M
|
62.9K
$17.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.5K+ 7.26% |
$3.36M - $3.6M
|
185K
$51M
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
10.7K+ 27.93% |
$2.87M - $3.08M
|
49K
$13.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.42K+ 46.59% |
$2.53M - $2.72M
|
29.6K
$8.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7.98K+ 32.13% |
$2.14M - $2.3M
|
32.8K
$9.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.17KNew |
$1.93M - $2.07M
|
7.17K
$1.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.93K+ 32.4% |
$1.86M - $2M
|
28.3K
$7.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.87K+ 1.56% |
$1.84M - $1.98M
|
449K
$124M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.62K+ 8.61% |
$1.51M - $1.62M
|
71K
$19.6M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.47K+ 90.23% |
$1.2M - $1.29M
|
9.43K
$2.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.43KNew |
$922K - $990K
|
3.43K
$948K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.39K+ 3.48% |
$910K - $977K
|
101K
$27.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.3K+ 9.68% |
$885K - $950K
|
37.4K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.76K+ 69.48% |
$741K - $796K
|
6.74K
$1.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.43K+ 1.59% |
$651K - $699K
|
155K
$42.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 28.65% |
$605K - $650K
|
10.1K
$2.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.24K+ 11.54% |
$601K - $645K
|
21.6K
$5.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.07K+ 18.1% |
$555K - $596K
|
13.5K
$3.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.71K+ 40.22% |
$459K - $493K
|
5.96K
$1.65M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
1.65K+ 2.05% |
$444K - $477K
|
82.2K
$22.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.34K+ 2.87% |
$361K - $387K
|
48.2K
$13.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.26KNew |
$337K - $362K
|
1.26K
$347K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 9.32% |
$293K - $314K
|
12.8K
$3.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
958+ 3.11% |
$257K - $276K
|
31.8K
$8.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
726+ 193.6% |
$195K - $209K
|
1.1K
$304K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
673+ 1.13% |
$181K - $194K
|
60.5K
$16.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
660+ 3.07% |
$177K - $190K
|
22.2K
$6.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
502+ 43.35% |
$135K - $145K
|
1.66K
$458K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
432+ 4.29% |
$116K - $125K
|
10.5K
$2.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
415+ 4.35% |
$111K - $120K
|
9.96K
$2.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
407New |
$109K - $117K
|
407
$112K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
385+ 12.05% |
$103K - $111K
|
3.58K
$989K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
367+ 5.4% |
$98.5K - $106K
|
7.16K
$1.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
287+ 63.64% |
$77K - $82.7K
|
738
$204K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
249+ 2.43% |
$66.8K - $71.8K
|
10.5K
$2.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
164+ 0.14% |
$44K - $47.3K
|
117K
$32.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
120New |
$32.2K - $34.6K
|
120
$33.1K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
116+ 4.42% |
$31.1K - $33.4K
|
2.74K
$756K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
106+ 0.81% |
$28.5K - $30.6K
|
13.1K
$3.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
54New |
$14.5K - $15.6K
|
54
$14.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
53+ 3.15% |
$14.2K - $15.3K
|
1.74K
$480K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48+ 0.06% |
$12.9K - $13.8K
|
78.7K
$21.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
44New |
$11.8K - $12.7K
|
44
$12.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39+ 1.82% |
$10.5K - $11.2K
|
2.18K
$602K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
36+ 1.77% |
$9.66K - $10.4K
|
2.07K
$571K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
34New |
$9.13K - $9.8K
|
34
$9.39K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
21+ 0.5% |
$5.64K - $6.05K
|
4.25K
$1.17M
|
|