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 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2New |
$433 - $489
|
2
$484
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.1% |
$217 - $245
|
997
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.07% |
$217 - $245
|
1.41K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$217 - $245
|
1.03K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.11% |
$217 - $245
|
876
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$217 - $245
|
3.35K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$217 - $245
|
1.63K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1+ 0.07% |
$217 - $245
|
1.44K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1+ 0.06% |
$217 - $245
|
1.68K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 60.0% |
$650 - $734
|
2
$484
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-3- 0.19% |
$650 - $734
|
1.59K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 2.56% |
$867 - $979
|
152
$36.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 24.0% |
$1.3K - $1.47K
|
19
$4.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.53% |
$1.52K - $1.71K
|
1.32K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.18% |
$1.73K - $1.96K
|
4.37K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.22% |
$1.73K - $1.96K
|
3.56K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-9- 1.46% |
$1.95K - $2.2K
|
609
$147K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11- 0.23% |
$2.38K - $2.69K
|
4.68K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-15- 0.98% |
$3.25K - $3.67K
|
1.52K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16- 2.42% |
$3.47K - $3.92K
|
646
$156K
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-19- 1.8% |
$4.12K - $4.65K
|
1.04K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-21- 1.11% |
$4.55K - $5.14K
|
1.87K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-25- 0.11% |
$5.42K - $6.12K
|
23.7K
$5.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-26- 1.54% |
$5.63K - $6.36K
|
1.66K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-29- 0.21% |
$6.28K - $7.1K
|
13.6K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-29- 1.66% |
$6.28K - $7.1K
|
1.72K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-30- 2.93% |
$6.5K - $7.34K
|
993
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30- 13.57% |
$6.5K - $7.34K
|
191
$46.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-34- 0.93% |
$7.37K - $8.32K
|
3.62K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-36- 73.47% |
$7.8K - $8.81K
|
13
$3.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-37- 3.58% |
$8.02K - $9.05K
|
996
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-38- 13.1% |
$8.24K - $9.3K
|
252
$61K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-39- 1.62% |
$8.45K - $9.54K
|
2.37K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-39- 5.87% |
$8.45K - $9.54K
|
625
$151K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 4.28% |
$8.89K - $10K
|
918
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 3.13% |
$8.89K - $10K
|
1.27K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-49- 0.69% |
$10.6K - $12K
|
7.02K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-50- 1.26% |
$10.8K - $12.2K
|
3.92K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 2.26% |
$11.3K - $12.7K
|
2.25K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-62- 63.27% |
$13.4K - $15.2K
|
36
$8.72K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63- 1.24% |
$13.7K - $15.4K
|
5.03K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-67- 1.97% |
$14.5K - $16.4K
|
3.34K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-67- 33.5% |
$14.5K - $16.4K
|
133
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-74- 2.98% |
$16K - $18.1K
|
2.41K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-86- 3.2% |
$18.6K - $21K
|
2.6K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-92- 5.23% |
$19.9K - $22.5K
|
1.67K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-103- 1.9% |
$22.3K - $25.2K
|
5.33K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-117- 6.67% |
$25.4K - $28.6K
|
1.64K
$397K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-121- 0.29% |
$26.2K - $29.6K
|
41.8K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-123- 5.23% |
$26.7K - $30.1K
|
2.23K
$540K
|