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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.52K- 48.94% |
$386K - $420K
|
2.63K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 4.97% |
$10.1K - $11K
|
1.39K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-251- 0.2% |
$38.3K - $41.8K
|
126K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.69K- 4.47% |
$259K - $282K
|
36.2K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-15.9K- 2.98% |
$2.42M - $2.64M
|
516K
$86.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-442- 1.81% |
$67.5K - $73.6K
|
24K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.44K+ 2.51% |
$1.44M - $1.57M
|
386K
$64.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.57KNew |
$239K - $261K
|
1.57K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.91K- 1.47% |
$597K - $651K
|
261K
$43.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 80.26% |
$1.28M - $1.4M
|
18.9K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-74- 1.01% |
$11.3K - $12.3K
|
7.26K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.29KNew |
$197K - $215K
|
1.29K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.29% |
$306 - $333
|
682
$115K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117+ 1.0% |
$17.9K - $19.5K
|
11.8K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16K+ 821.86% |
$2.45M - $2.67M
|
18K
$3.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.99K+ 432.23% |
$457K - $498K
|
3.68K
$619K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-260- 6.45% |
$39.7K - $43.3K
|
3.77K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 6.73% |
$458K - $500K
|
47.6K
$8M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-74- 3.07% |
$11.3K - $12.3K
|
2.34K
$393K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.5K+ 550000.0% |
$840K - $916K
|
5.5K
$925K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-296- 1.19% |
$45.2K - $49.3K
|
24.5K
$4.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
67+ 0.98% |
$10.2K - $11.2K
|
6.88K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-325- 1.47% |
$49.7K - $54.1K
|
21.7K
$3.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.89K- 3.5% |
$900K - $982K
|
162K
$27.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$153 - $167
|
3.16K
$531K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-140- 3.39% |
$21.4K - $23.3K
|
3.98K
$670K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
536+ 2.86% |
$81.9K - $89.3K
|
19.3K
$3.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.77% |
$153 - $167
|
131
$22K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 116.97% |
$3.53M - $3.85M
|
42.8K
$7.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$2.44K - $2.67K
|
16
$2.69K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.21K- 9.28% |
$1.1M - $1.2M
|
70.5K
$11.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-6- 0.91% |
$917 - $1K
|
654
$110K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
158+ 4.69% |
$24.1K - $26.3K
|
3.53K
$594K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-7.29K- 15.4% |
$1.11M - $1.21M
|
40.1K
$6.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
32+ 0.71% |
$4.89K - $5.33K
|
4.56K
$766K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
11.4KNew |
$1.74M - $1.9M
|
11.4K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
227+ 70.06% |
$34.7K - $37.8K
|
551
$92.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
336New |
$51.3K - $56K
|
336
$56.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.57K- 28.43% |
$851K - $928K
|
14K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$306 - $333
|
2.21K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.96K- 57.22% |
$300K - $327K
|
1.47K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
159+ 187.06% |
$24.3K - $26.5K
|
244
$41K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-71.5K- 34.47% |
$10.9M - $11.9M
|
136K
$22.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.82KNew |
$277K - $302K
|
1.82K
$305K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.14K- 5.06% |
$480K - $523K
|
58.9K
$9.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
9.91KNew |
$1.51M - $1.65M
|
9.91K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
101+ 4.18% |
$15.4K - $16.8K
|
2.52K
$423K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
1.24KNew |
$190K - $207K
|
1.24K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.12K- 1.2% |
$171K - $186K
|
91.8K
$15.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-3.98K- 21.77% |
$607K - $662K
|
14.3K
$2.4M
|
|