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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
171KNew |
$23.2M - $25.9M
|
171K
$28.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$255K - $285K
|
1.88K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
83New |
$11.3K - $12.6K
|
83
$14K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.83KNew |
$248K - $277K
|
1.83K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
39.2KNew |
$5.32M - $5.94M
|
39.2K
$6.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17New |
$2.31K - $2.58K
|
17
$2.86K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-146- 7.48% |
$19.8K - $22.2K
|
1.81K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-119- 15.68% |
$16.2K - $18.1K
|
640
$108K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-629- 25.88% |
$87.4K - $94.3K
|
1.8K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.33KNew |
$324K - $349K
|
2.33K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123New |
$17.1K - $18.4K
|
123
$20.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
351New |
$48.8K - $52.6K
|
351
$59K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-61.3K- 71.46% |
$8.52M - $9.19M
|
24.5K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.41KNew |
$196K - $212K
|
1.41K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35New |
$4.86K - $5.25K
|
35
$5.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-278- 60.96% |
$38.6K - $41.7K
|
178
$29.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 0.97% |
$3.06K - $3.3K
|
2.26K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.32KNew |
$183K - $198K
|
1.32K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
154+ 5.64% |
$21.4K - $23.1K
|
2.89K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
130New |
$18.1K - $19.5K
|
130
$21.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
33New |
$4.58K - $4.95K
|
33
$5.55K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80New |
$11.1K - $12K
|
80
$13.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.97KNew |
$551K - $595K
|
3.97K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.05KNew |
$1.26M - $1.36M
|
9.05K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-452- 9.22% |
$62.8K - $67.8K
|
4.45K
$748K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
369New |
$46.6K - $51.8K
|
369
$62K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.18KNew |
$276K - $306K
|
2.18K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
2.5KNew |
$316K - $351K
|
2.5K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.29% |
$272K - $303K
|
23.9K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.42K- 36.83% |
$180K - $200K
|
2.44K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.52K+ 1.16% |
$318K - $354K
|
220K
$37M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$68.8K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$256K - $284K
|
2.03K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51.8K+ 256.65% |
$6.55M - $7.28M
|
72K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-870- 26.77% |
$110K - $122K
|
2.38K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
808+ 21.78% |
$102K - $113K
|
4.52K
$760K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-755- 15.82% |
$91K - $102K
|
4.02K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
81New |
$9.76K - $10.9K
|
81
$13.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34K- 54.55% |
$4.09M - $4.57M
|
28.3K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 3.28% |
$241 - $269
|
59
$9.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-197- 6.27% |
$23.7K - $26.5K
|
2.94K
$495K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$4.58K - $5.11K
|
38
$6.39K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
690New |
$78.1K - $87.7K
|
690
$116K
|
|
|
May 14, 2024
Q1 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
3.5KNew |
$396K - $445K
|
3.5K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17K - $19.1K
|
150
$25.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.33% |
$6.57K - $7.37K
|
4.41K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$643K - $722K
|
5.68K
$955K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4KNew |
$2.31M - $2.6M
|
20.4K
$3.44M
|
|