Purchases and Sales Made in Q4 2025 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
18.3K+ 3.31% |
$2.98M - $3.15M
|
571K
$96M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53K+ 53.69% |
$739K - $781K
|
13K
$2.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.22KNew |
$200K - $211K
|
1.22K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
844+ 23.91% |
$138K - $146K
|
4.37K
$735K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
814+ 0.4% |
$133K - $140K
|
205K
$34.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
300+ 15.08% |
$48.9K - $51.7K
|
2.29K
$385K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
286+ 10.4% |
$46.6K - $49.3K
|
3.04K
$511K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
78+ 2.98% |
$12.7K - $13.5K
|
2.7K
$453K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-26- 1.15% |
$4.24K - $4.48K
|
2.23K
$375K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-34- 0.47% |
$5.55K - $5.86K
|
7.13K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-51- 8.76% |
$8.32K - $8.8K
|
531
$89.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-82- 2.18% |
$13.4K - $14.1K
|
3.69K
$620K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-151- 2.79% |
$24.6K - $26K
|
5.27K
$886K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-212- 2.51% |
$34.6K - $36.6K
|
8.22K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-764- 1.04% |
$125K - $132K
|
72.4K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.25K- 41.92% |
$204K - $216K
|
1.73K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.46K- 10.74% |
$239K - $252K
|
12.2K
$2.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.48K- 3.98% |
$241K - $255K
|
35.6K
$5.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.95K- 11.83% |
$482K - $509K
|
22K
$3.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.35K- 1.23% |
$1.04M - $1.1M
|
509K
$85.6M
|
|