Latest Institutional Transactions on Ishares Tr Russell 200 ETF (IWL)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 200 ETF (IWL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.97K+ 2.15% |
$274K - $296K
|
93.6K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
154+ 5.64% |
$21.4K - $23.1K
|
2.89K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$196K - $211K
|
1.41K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25K+ 151.2% |
$3.48M - $3.76M
|
41.6K
$6.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
529+ 9.35% |
$73.5K - $79.3K
|
6.19K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$2.72M - $2.93M
|
19.6K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$139 - $150
|
3.16K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
12.2K+ 80.9% |
$1.7M - $1.83M
|
27.3K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-69- 0.18% |
$9.59K - $10.3K
|
38.5K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.17% |
$3.47K - $3.75K
|
14.8K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
659New |
$91.5K - $98.8K
|
659
$98.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.82KNew |
$669K - $722K
|
4.82K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
130New |
$18.1K - $19.5K
|
130
$19.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
183KNew |
$25.4M - $27.4M
|
183K
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
35New |
$4.86K - $5.25K
|
35
$5.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.06K+ 56.3% |
$842K - $909K
|
16.8K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
324+ 11.01% |
$45K - $48.6K
|
3.27K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-243- 8.01% |
$33.8K - $36.4K
|
2.79K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-252- 1.23% |
$35K - $37.8K
|
20.2K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.44K- 5.56% |
$617K - $666K
|
75.5K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-64- 2.32% |
$8.89K - $9.6K
|
2.7K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.97K- 5.52% |
$691K - $746K
|
85.1K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80New |
$11.1K - $12K
|
80
$11.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.22K- 0.63% |
$447K - $482K
|
504K
$75M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-361- 5.61% |
$50.2K - $54.1K
|
6.07K
$904K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-492- 4.51% |
$68.3K - $73.8K
|
10.4K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
33New |
$4.58K - $4.95K
|
33
$4.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
29.4KNew |
$4.08M - $4.4M
|
29.4K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.86K+ 1.95% |
$537K - $579K
|
201K
$30M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.9K- 3.15% |
$1.65M - $1.78M
|
365K
$54.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28- 0.41% |
$3.89K - $4.2K
|
6.86K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.97KNew |
$551K - $595K
|
3.97K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.4KNew |
$194K - $210K
|
1.4K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
231+ 5.44% |
$32.1K - $34.6K
|
4.47K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11+ 0.28% |
$1.53K - $1.65K
|
3.87K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-21.8K- 26.6% |
$3.02M - $3.27M
|
60.1K
$8.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 6.57% |
$18.6K - $20.1K
|
1.91K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.19KNew |
$860K - $929K
|
6.19K
$922K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$556 - $600
|
1.6K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-739- 6.91% |
$103K - $111K
|
9.96K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.22% |
$556 - $600
|
1.81K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-324- 5.19% |
$45K - $48.6K
|
5.92K
$882K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-242- 24.18% |
$33.6K - $36.3K
|
759
$113K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-9.5K- 0.94% |
$1.32M - $1.42M
|
1M
$149M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
62.1KNew |
$8.62M - $9.31M
|
62.1K
$9.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-606- 2.77% |
$84.2K - $90.9K
|
21.3K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.17K- 28.37% |
$163K - $176K
|
2.96K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.05KNew |
$1.26M - $1.36M
|
9.05K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-116- 4.34% |
$16.1K - $17.4K
|
2.55K
$380K
|