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 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 17.91% |
$102K - $123K
|
5.5K
$765K
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.76K- 1.75% |
$234K - $283K
|
155K
$21.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-286- 10.78% |
$24.3K - $29.3K
|
2.37K
$329K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20Closed |
$1.74K - $2.19K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.43% |
$955 - $1.2K
|
2.57K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$86.8 - $109
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.96K- 40.1% |
$170K - $214K
|
2.93K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-13Closed |
$1.13K - $1.42K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-801- 12.11% |
$69.5K - $87.6K
|
5.81K
$808K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$21.7K - $27.4K
|
250
$34.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.57KClosed |
$223K - $281K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.55KNew |
$568K - $716K
|
6.55K
$910K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
24New |
$2.08K - $2.63K
|
24
$3.34K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
425New |
$36.9K - $46.5K
|
425
$59.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-174Closed |
$15.1K - $19K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$8.68K - $10.9K
|
100
$13.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.86KClosed |
$162K - $204K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200Closed |
$19.9K - $23K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-1.82KClosed |
$181K - $209K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-290Closed |
$28.8K - $33.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 150.0% |
$596 - $690
|
10
$1.39K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-296Closed |
$29.4K - $34K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-920Closed |
$91.4K - $106K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-3.42KClosed |
$339K - $393K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$582K - $651K
|
5.67K
$789K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$103 - $115
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-22.9KClosed |
$2.35M - $2.63M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.14KNew |
$322K - $342K
|
3.14K
$437K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-191Closed |
$19.6K - $20.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.56M - $2.72M
|
25K
$3.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$2.25K - $2.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 23, 2021
Q2 2021
|
Systelligence, LLC
|
SELL
|
- |
-36.5KClosed |
$3.5M - $3.75M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500Closed |
$47.9K - $51.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-229KClosed |
$20.4M - $21.7M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-92Closed |
$8.2K - $8.73K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40Closed |
$3.57K - $3.79K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-44- 70.97% |
$3.92K - $4.17K
|
18
$2.5K
|
|
|
Apr 12, 2021
Q1 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-4.15KClosed |
$370K - $394K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-433Closed |
$34K - $39.1K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
552New |
$43.4K - $49.8K
|
552
$76.7K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25Closed |
$1.86K - $2.18K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.11KClosed |
$381K - $445K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58+ 28.57% |
$3.11K - $4.62K
|
261
$36.3K
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.05KClosed |
$485K - $720K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-96Closed |
$5.14K - $7.64K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65.9KClosed |
$3.53M - $5.25M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.93KNew |
$211K - $313K
|
3.93K
$546K
|
|
|
May 06, 2020
Q1 2020
|
Private Ocean, LLC
|
SELL
|
- |
-60- 26.09% |
$3.21K - $4.78K
|
170
$23.6K
|
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.38KClosed |
$395K - $587K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
226New |
N/A
|
226
$31.4K
|
|