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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.96% |
$11.1K - $12.5K
|
480
$66.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-880- 17.68% |
$99.6K - $112K
|
4.1K
$570K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$200K - $231K
|
2K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.81K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$1.6K - $1.85K
|
16
$2.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$9.98K - $11.5K
|
100
$13.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.13KNew |
$711K - $823K
|
7.13K
$991K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
194K+ 1219.7% |
$19.4M - $22.4M
|
210K
$29.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 33.33% |
$99.8 - $115
|
2
$278
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
767New |
$76.5K - $88.6K
|
767
$107K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52KNew |
$351K - $406K
|
3.52K
$489K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26- 49.06% |
$2.68K - $2.86K
|
27
$3.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.83K- 29.96% |
$395K - $422K
|
8.95K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180New |
$18.5K - $19.8K
|
180
$25K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.39KNew |
$762K - $814K
|
7.39K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
673+ 21.37% |
$69.4K - $74.1K
|
3.82K
$532K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
359New |
$37K - $39.5K
|
359
$49.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-65- 3.15% |
$6.7K - $7.16K
|
2K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-119- 83.8% |
$12.3K - $13.1K
|
23
$3.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
630New |
$64.9K - $69.4K
|
630
$87.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10.3K - $11K
|
100
$13.9K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$3.37K - $3.73K
|
35
$4.87K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$102K - $113K
|
1.06K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56New |
$5.4K - $5.97K
|
56
$7.79K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.35K - $1.49K
|
14
$1.95K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.92K- 74.24% |
$666K - $737K
|
2.4K
$334K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2KNew |
$193K - $213K
|
2K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16New |
$1.54K - $1.71K
|
16
$2.22K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
78New |
$6.95K - $7.65K
|
78
$10.8K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
104KNew |
$9.27M - $10.2M
|
104K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37- 3.69% |
$3.3K - $3.63K
|
965
$134K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.69KNew |
$328K - $361K
|
3.69K
$512K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
204New |
$17.2K - $19.6K
|
204
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
138New |
$11.7K - $13.3K
|
138
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
165KNew |
$14M - $15.9M
|
165K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
6KNew |
$507K - $576K
|
6K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
96.2KNew |
$8.13M - $9.24M
|
96.2K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-662- 21.49% |
$56K - $63.6K
|
2.42K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16New |
$1.35K - $1.54K
|
16
$2.22K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
500New |
$42.3K - $48K
|
500
$69.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.03% |
$84.6 - $96
|
34
$4.73K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
3.92KNew |
$331K - $376K
|
3.92K
$545K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8New |
$676 - $768
|
8
$1.11K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-24Closed |
$2.04K - $2.45K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.2K+ 44.69% |
$1.63M - $1.96M
|
62.1K
$8.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-15KClosed |
$1.28M - $1.54M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
733+ 8.28% |
$62.2K - $75K
|
9.59K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.49% |
$425 - $511
|
1.02K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
296+ 2.49% |
$25.1K - $30.3K
|
12.2K
$1.69M
|
|