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
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35M+ 525.53% |
$509M - $575M
|
2.79M
$665M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
578K+ 45541.21% |
$125M - $141M
|
579K
$138M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
451KNew |
$97.8M - $110M
|
451K
$107M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
393K+ 23412.98% |
$85.2M - $96.3M
|
395K
$93.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330K+ 17.51% |
$71.4M - $80.7M
|
2.21M
$526M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
326K+ 243.07% |
$70.6M - $79.7M
|
460K
$109M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
319K+ 1532.52% |
$69.2M - $78.1M
|
340K
$80.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
159K+ 185.06% |
$34.5M - $39M
|
245K
$58.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
152K+ 1478.73% |
$33M - $37.3M
|
163K
$38.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 10.53% |
$30.9M - $34.9M
|
1.5M
$356M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
124K+ 36.28% |
$26.8M - $30.3M
|
465K
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
121K+ 2.31% |
$26.2M - $29.6M
|
5.37M
$1.28B
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 43.46% |
$25.4M - $28.7M
|
387K
$92M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$22.7M - $25.6M
|
105K
$24.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
95.3K+ 56.48% |
$20.7M - $23.3M
|
264K
$62.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
78.9KNew |
$17.1M - $19.3M
|
78.9K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
76.4K+ 2301.39% |
$16.6M - $18.7M
|
79.8K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64.8K+ 3675.72% |
$14M - $15.9M
|
66.6K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
63.6KNew |
$13.8M - $15.6M
|
63.6K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50.5K+ 141.17% |
$10.9M - $12.4M
|
86.3K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49.6K+ 31.22% |
$10.7M - $12.1M
|
208K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.1K+ 2.82% |
$9.99M - $11.3M
|
1.68M
$399M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
46KNew |
$9.98M - $11.3M
|
46K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
39.9K+ 803.57% |
$8.64M - $9.76M
|
44.8K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39.3K+ 0.79% |
$8.52M - $9.62M
|
5.05M
$1.2B
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.9KNew |
$8.44M - $9.53M
|
38.9K
$9.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
35.3KNew |
$7.66M - $8.65M
|
35.3K
$8.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.3K+ 2154.36% |
$7.01M - $7.91M
|
33.8K
$8.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.1K+ 103.58% |
$6.95M - $7.85M
|
63K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
32K+ 165.29% |
$6.94M - $7.83M
|
51.4K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
29KNew |
$6.28M - $7.09M
|
29K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.7K+ 4.93% |
$5.99M - $6.77M
|
589K
$140M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
25KNew |
$5.42M - $6.12M
|
25K
$5.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.6K+ 55.88% |
$5.34M - $6.03M
|
68.7K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.4KNew |
$5.28M - $5.96M
|
24.4K
$5.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
24KNew |
$5.21M - $5.89M
|
24K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24K+ 82.82% |
$5.21M - $5.88M
|
53K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.8K+ 29.12% |
$4.73M - $5.35M
|
96.8K
$23M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21K+ 986.06% |
$4.55M - $5.14M
|
23.1K
$5.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20K+ 211.56% |
$4.32M - $4.88M
|
29.4K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8KNew |
$4.08M - $4.61M
|
18.8K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18.7KNew |
$4.06M - $4.59M
|
18.7K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.7KNew |
$3.83M - $4.33M
|
17.7K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 16.0% |
$3.62M - $4.09M
|
121K
$28.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
15.4KNew |
$3.34M - $3.77M
|
15.4K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$3.28M - $3.7M
|
15.1K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 8.14% |
$2.91M - $3.29M
|
179K
$42.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
12.1K+ 30.07% |
$2.61M - $2.95M
|
52.1K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12KNew |
$2.6M - $2.94M
|
12K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11.6KNew |
$2.52M - $2.85M
|
11.6K
$2.77M
|