Warren Averett Asset Management, LLC Ishares Tr Russell 200 ETF Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 29,549 shares of IWL stock, worth $4.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,549
Previous 27,186 8.69%
Holding current value
$4.97 Million
Previous $4.16 Million 17.92%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$152.78 - $166.59 $361,019 - $393,652
2,363 Added 8.69%
29,549 $4.91 Million
Q2 2025

Aug 14, 2025
BUY
$122.36 - $153.12 $345,177 - $431,951
2,821 Added 11.58%
27,186 $4.16 Million
Q1 2025

May 15, 2025
BUY
$135.83 - $151.73 $77,015 - $86,030
567 Added 2.38%
24,365 $3.35 Million
Q4 2024

Feb 14, 2025
BUY
$138.92 - $149.97 $3.31 Million - $3.57 Million
23,798 New
23,798 $3.44 Million

Others Institutions Holding IWL

# of Institutions
222
Shares Held
8.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
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