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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 1.47% |
$220K - $238K
|
110K
$15.2M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123New |
$17.1K - $18.4K
|
123
$17.1K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.39M
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
713+ 1.52% |
$99K - $107K
|
47.5K
$6.61M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$257K - $277K
|
1.85K
$257K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.76K+ 10.88% |
$384K - $414K
|
28.1K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
6+ 0.27% |
$834 - $900
|
2.24K
$312K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 64.51% |
$2.79M - $3.01M
|
51.2K
$7.12M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.28K+ 13.41% |
$872K - $941K
|
53.1K
$7.38M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 0.23% |
$2.08K - $2.25K
|
6.41K
$891K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
24.9K+ 436.28% |
$3.45M - $3.73M
|
30.6K
$4.25M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.01K+ 9.04% |
$418K - $451K
|
36.3K
$5.05M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.48K+ 24.23% |
$622K - $671K
|
22.9K
$3.19M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 0.43% |
$181K - $195K
|
306K
$42.6M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$201K - $217K
|
1.45K
$201K
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-61.3K- 71.46% |
$8.52M - $9.19M
|
24.5K
$3.4M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.18KNew |
$719K - $777K
|
5.18K
$720K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.83K+ 7.76% |
$533K - $575K
|
53.2K
$7.4M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 7.47% |
$225K - $243K
|
23.3K
$3.24M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.41KNew |
$196K - $212K
|
1.41K
$196K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.71K- 41.44% |
$237K - $256K
|
2.42K
$336K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.8K- 26.6% |
$3.02M - $3.27M
|
60.1K
$8.35M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.45K+ 5.97% |
$201K - $217K
|
25.8K
$3.58M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
811+ 13.83% |
$113K - $122K
|
6.68K
$928K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35New |
$4.86K - $5.25K
|
35
$4.87K
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
46.7K+ 30.39% |
$6.49M - $7M
|
200K
$27.9M
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-3.08K- 5.25% |
$428K - $463K
|
55.7K
$7.74M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.35KNew |
$327K - $353K
|
2.35K
$327K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
838+ 1.4% |
$116K - $126K
|
60.9K
$8.47M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
438New |
$60.8K - $65.7K
|
438
$60.9K
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-306- 6.49% |
$42.5K - $45.9K
|
4.41K
$613K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
314+ 51.06% |
$43.6K - $47.1K
|
929
$129K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-376- 1.92% |
$52.2K - $56.4K
|
19.3K
$2.68M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
34.3K+ 177.47% |
$4.76M - $5.14M
|
53.6K
$7.45M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 3.09% |
$264K - $285K
|
59.7K
$8.3M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
690+ 16.79% |
$95.9K - $103K
|
4.8K
$667K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.4% |
$139 - $150
|
252
$35K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-278- 60.96% |
$38.6K - $41.7K
|
178
$24.7K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.4KNew |
$1.44M - $1.56M
|
10.4K
$1.44M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-20- 0.62% |
$2.78K - $3K
|
3.19K
$444K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 2.15% |
$1.39K - $1.5K
|
456
$63.4K
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
46.6KNew |
$6.48M - $6.99M
|
46.6K
$6.48M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
275New |
$38.2K - $41.2K
|
275
$38.2K
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
31.4KNew |
$4.36M - $4.71M
|
31.4K
$4.37M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 0.97% |
$3.06K - $3.3K
|
2.26K
$314K
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.07K+ 1.05% |
$149K - $160K
|
103K
$14.3M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 1.41% |
$3.2K - $3.45K
|
1.61K
$224K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.32KNew |
$183K - $198K
|
1.32K
$184K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.51K+ 65.1% |
$348K - $376K
|
6.35K
$883K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
154+ 5.64% |
$21.4K - $23.1K
|
2.89K
$401K
|