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 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
70.5KNew |
$18.9M - $20.3M
|
70.5K
$19.5M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
39.6K+ 80.96% |
$10.6M - $11.4M
|
88.5K
$24.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
27.1KNew |
$7.27M - $7.81M
|
27.1K
$7.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
22.6K+ 418.37% |
$6.06M - $6.51M
|
28K
$7.72M
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
22.4K+ 73.17% |
$6.01M - $6.45M
|
52.9K
$14.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
21.7K+ 216.26% |
$5.83M - $6.26M
|
31.7K
$8.76M
|
|
|
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 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.4K+ 1.98% |
$3.32M - $3.56M
|
638K
$176M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
12KNew |
$3.22M - $3.46M
|
12K
$3.32M
|
|
|
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 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.89K+ 8.84% |
$2.39M - $2.56M
|
110K
$30.2M
|
|
|
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 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.7K+ 8.56% |
$1.26M - $1.35M
|
59.6K
$16.4M
|
|
|
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 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.46K+ 19.51% |
$1.2M - $1.29M
|
27.3K
$7.54M
|
|
|
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 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2.34K+ 8.39% |
$628K - $675K
|
30.3K
$8.35M
|
|
|
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 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$403K - $433K
|
1.5K
$415K
|
|
|
Jan 27, 2026
Q4 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.44K+ 2.27% |
$386K - $415K
|
65K
$17.9M
|
|
|
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 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 14.32% |
$290K - $312K
|
8.63K
$2.38M
|
|
|
Jan 29, 2026
Q4 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.08K+ 13.7% |
$289K - $310K
|
8.94K
$2.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
958+ 3.11% |
$257K - $276K
|
31.8K
$8.77M
|
|
|
Jan 29, 2026
Q4 2025
|
Coquina Private Wealth LLC
Port Charlotte, FL |
BUY
|
- |
924New |
$248K - $266K
|
924
$255K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
833+ 0.99% |
$224K - $240K
|
84.9K
$23.4M
|
|
|
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 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
634+ 0.39% |
$170K - $183K
|
165K
$45.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
522+ 4.29% |
$140K - $150K
|
12.7K
$3.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
521+ 8.12% |
$140K - $150K
|
6.94K
$1.91M
|
|