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
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
11.6K+ 145.0% |
$2.51M - $2.84M
|
19.6K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.6KNew |
$2.3M - $2.59M
|
10.6K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$2.29M - $2.58M
|
10.5K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 11.16% |
$2.25M - $2.54M
|
103K
$24.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.94K+ 29.4% |
$2.15M - $2.43M
|
43.8K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.61K+ 24.83% |
$2.08M - $2.35M
|
48.3K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.95K+ 3.82% |
$1.94M - $2.19M
|
243K
$57.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.68K+ 4.79% |
$1.88M - $2.12M
|
190K
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.32K+ 100.12% |
$1.8M - $2.04M
|
16.6K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 61.19% |
$1.8M - $2.03M
|
21.9K
$5.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
8.03KNew |
$1.74M - $1.97M
|
8.03K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
8.03KNew |
$1.74M - $1.97M
|
8.03K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.86KNew |
$1.7M - $1.92M
|
7.86K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.83KNew |
$1.7M - $1.92M
|
7.83K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.75K+ 23.84% |
$1.68M - $1.9M
|
40.3K
$9.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.65K+ 28.76% |
$1.66M - $1.87M
|
34.3K
$8.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.52K+ 7.18% |
$1.63M - $1.84M
|
112K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.48K+ 85.71% |
$1.62M - $1.83M
|
16.2K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.46K+ 1.5% |
$1.62M - $1.83M
|
504K
$120M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.33K+ 524.41% |
$1.59M - $1.79M
|
8.72K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.22K+ 8.6% |
$1.56M - $1.77M
|
91.2K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.87K+ 25.57% |
$1.49M - $1.68M
|
33.7K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.71K+ 14.7% |
$1.45M - $1.64M
|
52.4K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.03K+ 69.68% |
$1.31M - $1.48M
|
14.7K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 10.86% |
$1.28M - $1.45M
|
60.4K
$14.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.86K+ 140.68% |
$1.27M - $1.43M
|
10K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.67KNew |
$1.23M - $1.39M
|
5.67K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 41.7% |
$1.21M - $1.36M
|
18.9K
$4.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$1.13M - $1.28M
|
5.22K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5.2K+ 31.01% |
$1.13M - $1.27M
|
22K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.17K+ 447.32% |
$1.12M - $1.27M
|
6.33K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.11KNew |
$1.11M - $1.25M
|
5.11K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.08K+ 383.89% |
$1.1M - $1.24M
|
6.4K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
4.86K+ 4.93% |
$1.05M - $1.19M
|
103K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.8K+ 34.89% |
$1.04M - $1.17M
|
18.5K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
4.61KNew |
$999K - $1.13M
|
4.61K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
4.6KNew |
$997K - $1.13M
|
4.6K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.59K+ 10.34% |
$995K - $1.12M
|
49K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.56KNew |
$989K - $1.12M
|
4.56K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 6.37% |
$975K - $1.1M
|
75.2K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.42KNew |
$958K - $1.08M
|
4.42K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.31K+ 29.34% |
$934K - $1.06M
|
19K
$4.52M
|