Latest Institutional Purchases of Ishares Tr Russell 200 ETF (IWL)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 200 ETF (IWL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.52K+ 1.16% |
$318K - $354K
|
220K
$31.7M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.18KNew |
$276K - $306K
|
2.18K
$314K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$256K - $284K
|
2.03K
$291K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$184K - $204K
|
1.45K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
884+ 199.55% |
$112K - $124K
|
1.33K
$191K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
808+ 21.78% |
$102K - $113K
|
4.52K
$650K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
586+ 26.56% |
$74K - $82.3K
|
2.79K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
375New |
$47.4K - $52.7K
|
375
$54K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
369New |
$46.6K - $51.8K
|
369
$53.1K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
260+ 13.61% |
$32.8K - $36.5K
|
2.17K
$312K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
238+ 1.9% |
$30.1K - $33.4K
|
12.8K
$1.84M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 1580.0% |
$20K - $22.2K
|
168
$24.2K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
35New |
$4.42K - $4.92K
|
35
$5.04K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$58.9K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
235KNew |
$28.3M - $31.6M
|
235K
$33.8M
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.87KNew |
$225K - $252K
|
1.87K
$269K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$242K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$36.2K - $40.4K
|
300
$43.2K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
218New |
$26.3K - $29.3K
|
218
$31.4K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
81New |
$9.76K - $10.9K
|
81
$11.7K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$4.58K - $5.11K
|
38
$5.47K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4KNew |
$2.31M - $2.6M
|
20.4K
$2.94M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$643K - $722K
|
5.68K
$818K
|
|
May 14, 2024
Q1 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
3.5KNew |
$396K - $445K
|
3.5K
$504K
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
690New |
$78.1K - $87.7K
|
690
$99.3K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17K - $19.1K
|
150
$21.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.33% |
$6.57K - $7.37K
|
4.41K
$634K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.26% |
$1.58K - $1.78K
|
5.44K
$783K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3New |
$340 - $381
|
3
$432
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
194K+ 1219.7% |
$19.4M - $22.4M
|
210K
$30.3M
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.13KNew |
$711K - $823K
|
7.13K
$1.03M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52KNew |
$351K - $406K
|
3.52K
$507K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$200K - $231K
|
2K
$288K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
767New |
$76.5K - $88.6K
|
767
$110K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$9.98K - $11.5K
|
100
$14.4K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$1.6K - $1.85K
|
16
$2.3K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.87K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.87K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.39KNew |
$762K - $814K
|
7.39K
$1.06M
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
673+ 21.37% |
$69.4K - $74.1K
|
3.82K
$550K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
630New |
$64.9K - $69.4K
|
630
$90.7K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
359New |
$37K - $39.5K
|
359
$51.7K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180New |
$18.5K - $19.8K
|
180
$25.9K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10.3K - $11K
|
100
$14.4K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2KNew |
$193K - $213K
|
2K
$288K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$102K - $113K
|
1.06K
$153K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56New |
$5.4K - $5.97K
|
56
$8.06K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$3.37K - $3.73K
|
35
$5.04K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16New |
$1.54K - $1.71K
|
16
$2.3K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.35K - $1.49K
|
14
$2.02K
|