Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 2.5% |
$3.89K - $4.52K
|
821
$195K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
16+ 0.3% |
$3.11K - $3.62K
|
5.28K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13+ 0.64% |
$2.53K - $2.94K
|
2.05K
$487K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 20.69% |
$2.34K - $2.71K
|
70
$16.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12+ 0.14% |
$2.34K - $2.71K
|
8.31K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11+ 5.98% |
$2.14K - $2.49K
|
195
$46.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 2.06% |
$2.14K - $2.49K
|
544
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$1.95K - $2.26K
|
10
$2.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.18% |
$1.95K - $2.26K
|
5.63K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 3.26% |
$1.75K - $2.03K
|
285
$67.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.11% |
$1.56K - $1.81K
|
7.07K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.02% |
$973 - $1.13K
|
20.9K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5+ 0.05% |
$973 - $1.13K
|
11.1K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5New |
$973 - $1.13K
|
5
$1.19K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.42% |
$779 - $904
|
950
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3+ 0.29% |
$584 - $678
|
1.03K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.11% |
$584 - $678
|
2.71K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.04% |
$584 - $678
|
7.58K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.18% |
$584 - $678
|
1.65K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$584 - $678
|
2.56K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$584 - $678
|
3.19K
$758K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3+ 0.18% |
$584 - $678
|
1.63K
$388K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 9.68% |
$584 - $678
|
34
$8.09K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.11% |
$584 - $678
|
2.7K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
3+ 0.12% |
$584 - $678
|
2.48K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2+ 0.14% |
$389 - $452
|
1.44K
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2+ 0.14% |
$389 - $452
|
1.44K
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$389 - $452
|
1.02K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.11% |
$389 - $452
|
1.82K
$432K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2+ 0.11% |
$389 - $452
|
1.75K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.1% |
$195 - $226
|
996
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$195 - $226
|
526
$125K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.15% |
$195 - $226
|
662
$157K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 16.67% |
$195 - $226
|
7
$1.66K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.41% |
$195 - $226
|
72
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 1.69% |
$195 - $226
|
60
$14.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.56K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.07% |
$195 - $226
|
1.41K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1+ 0.06% |
$195 - $226
|
1.79K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.4% |
$195 - $226
|
247
$58.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-4- 9.3% |
$779 - $904
|
39
$9.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$973 - $1.13K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-6- 0.85% |
$1.17K - $1.36K
|
696
$166K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 3.07% |
$1.36K - $1.58K
|
221
$52.6K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 3.85% |
$1.36K - $1.58K
|
175
$41.6K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-10- 4.76% |
$1.95K - $2.26K
|
200
$47.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 1.13% |
$2.14K - $2.49K
|
959
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-12- 0.36% |
$2.34K - $2.71K
|
3.35K
$796K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14- 0.41% |
$2.73K - $3.16K
|
3.41K
$810K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 1.06% |
$2.73K - $3.16K
|
1.31K
$312K
|