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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-3.08K- 5.25% |
$428K - $463K
|
55.7K
$8.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.35KNew |
$327K - $353K
|
2.35K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
838+ 1.4% |
$116K - $126K
|
60.9K
$9.04M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 3.09% |
$264K - $285K
|
59.7K
$8.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
438New |
$60.8K - $65.7K
|
438
$65K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-306- 6.49% |
$42.5K - $45.9K
|
4.41K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
314+ 51.06% |
$43.6K - $47.1K
|
929
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-376- 1.92% |
$52.2K - $56.4K
|
19.3K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
34.3K+ 177.47% |
$4.76M - $5.14M
|
53.6K
$7.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-278- 60.96% |
$38.6K - $41.7K
|
178
$26.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.4KNew |
$1.44M - $1.56M
|
10.4K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-20- 0.62% |
$2.78K - $3K
|
3.19K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 2.15% |
$1.39K - $1.5K
|
456
$67.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
5.9MNew |
$820M - $885M
|
5.9M
$876M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
46.6KNew |
$6.48M - $6.99M
|
46.6K
$6.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 0.97% |
$3.06K - $3.3K
|
2.26K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
275New |
$38.2K - $41.2K
|
275
$40.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
31.4KNew |
$4.36M - $4.71M
|
31.4K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 1.41% |
$3.2K - $3.45K
|
1.61K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.07K+ 1.05% |
$149K - $160K
|
103K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.51K+ 65.1% |
$348K - $376K
|
6.35K
$943K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.32KNew |
$183K - $198K
|
1.32K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-427- 5.12% |
$59.3K - $64K
|
7.92K
$1.18M
|
|
|
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
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$196K - $211K
|
1.41K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25K+ 151.2% |
$3.48M - $3.76M
|
41.6K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
529+ 9.35% |
$73.5K - $79.3K
|
6.19K
$919K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$139 - $150
|
3.16K
$468K
|
|
|
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
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
12.2K+ 80.9% |
$1.7M - $1.83M
|
27.3K
$4.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-69- 0.18% |
$9.59K - $10.3K
|
38.5K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.17% |
$3.47K - $3.75K
|
14.8K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.06K+ 56.3% |
$842K - $909K
|
16.8K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
35New |
$4.86K - $5.25K
|
35
$5.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
183KNew |
$25.4M - $27.4M
|
183K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.82KNew |
$669K - $722K
|
4.82K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
659New |
$91.5K - $98.8K
|
659
$97.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
130New |
$18.1K - $19.5K
|
130
$19.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-243- 8.01% |
$33.8K - $36.4K
|
2.79K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
324+ 11.01% |
$45K - $48.6K
|
3.27K
$485K
|
|
|
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
|
Mc Adam, LLC
|
SELL
|
- |
-64- 2.32% |
$8.89K - $9.6K
|
2.7K
$401K
|
|
|
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
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.97K- 5.52% |
$691K - $746K
|
85.1K
$12.6M
|
|
|
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
$74.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-361- 5.61% |
$50.2K - $54.1K
|
6.07K
$902K
|
|
|
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
$4.9K
|