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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.49K- 1.63% |
$227K - $248K
|
90K
$15.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.44KNew |
$373K - $407K
|
2.44K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.62K- 5.84% |
$553K - $603K
|
58.4K
$9.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.21K- 7.92% |
$185K - $202K
|
14.1K
$2.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-218- 1.57% |
$33.3K - $36.3K
|
13.6K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 1.47% |
$153 - $167
|
69
$11.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
160+ 4.64% |
$24.4K - $26.7K
|
3.61K
$606K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3+ 0.18% |
$458 - $500
|
1.64K
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
228New |
$34.8K - $38K
|
228
$38.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-526- 6.68% |
$80.4K - $87.6K
|
7.35K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
52New |
$7.94K - $8.66K
|
52
$8.74K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
135+ 0.93% |
$20.6K - $22.5K
|
14.6K
$2.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
111+ 3.44% |
$17K - $18.5K
|
3.34K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$306 - $333
|
14.7K
$2.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.16KNew |
$1.09M - $1.19M
|
7.16K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-262- 14.47% |
$40K - $43.6K
|
1.55K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.85K- 61.96% |
$435K - $475K
|
1.75K
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-290- 0.14% |
$44.3K - $48.3K
|
204K
$34.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-66- 0.17% |
$10.1K - $11K
|
38.4K
$6.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-400- 12.72% |
$61.1K - $66.6K
|
2.74K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.49K- 5.1% |
$228K - $249K
|
27.7K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 5.45% |
$3.21K - $3.5K
|
364
$61.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 2.19% |
$9.47K - $10.3K
|
2.9K
$487K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.94KNew |
$296K - $323K
|
1.94K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
998+ 1.17% |
$152K - $166K
|
86.2K
$14.5M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-58- 9.06% |
$8.86K - $9.66K
|
582
$97.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.32K- 6.25% |
$201K - $220K
|
19.8K
$3.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-335- 3.82% |
$51.2K - $55.8K
|
8.44K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-316- 1.25% |
$48.3K - $52.6K
|
25K
$4.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-142- 7.96% |
$21.7K - $23.7K
|
1.64K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.11K- 9.75% |
$1.39M - $1.52M
|
84.4K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.77K+ 7.31% |
$424K - $462K
|
40.7K
$6.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.73K+ 63.21% |
$569K - $621K
|
9.62K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.86KNew |
$437K - $476K
|
2.86K
$481K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.15K- 1.55% |
$176K - $192K
|
73.2K
$12.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$153 - $167
|
5.42K
$911K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
429+ 19.61% |
$65.5K - $71.5K
|
2.62K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
21.2K+ 22.34% |
$3.25M - $3.54M
|
116K
$19.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.71% |
$7.64K - $8.33K
|
2.98K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$611 - $666
|
1.61K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 57.14% |
$9.17K - $10K
|
45
$7.57K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.59K+ 24.16% |
$242K - $264K
|
8.15K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-33.1K- 45.08% |
$5.06M - $5.52M
|
40.3K
$6.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$338K - $368K
|
2.21K
$372K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.28K- 25.17% |
$349K - $380K
|
6.79K
$1.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-955- 0.17% |
$146K - $159K
|
553K
$93M
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-555- 0.31% |
$84.8K - $92.5K
|
178K
$30M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-130- 5.11% |
$19.9K - $21.7K
|
2.42K
$406K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
1.22KNew |
$187K - $204K
|
1.22K
$205K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
459+ 20.03% |
$70.1K - $76.5K
|
2.75K
$462K
|
|