Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
159KNew |
$15.7M - $18.2M
|
159K
$23.5M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157KNew |
$15.6M - $18M
|
157K
$23.3M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.9K+ 154.53% |
$7.83M - $9.06M
|
130K
$19.3M
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
76.1K+ 896.02% |
$7.56M - $8.75M
|
84.6K
$12.6M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
53.2KNew |
$5.28M - $6.11M
|
53.2K
$7.9M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 2.61% |
$4.05M - $4.69M
|
1.6M
$238M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
39.1KNew |
$3.88M - $4.49M
|
39.1K
$5.8M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$2.91M - $3.37M
|
29.3K
$4.36M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.5K+ 234.14% |
$2.73M - $3.16M
|
39.2K
$5.82M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 96.32% |
$2.41M - $2.79M
|
49.5K
$7.34M
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
24.1K+ 5.27% |
$2.39M - $2.77M
|
481K
$71.3M
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 18.72% |
$2.32M - $2.69M
|
148K
$22M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 76.48% |
$1.97M - $2.28M
|
45.7K
$6.79M
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
13.2K+ 36.68% |
$1.31M - $1.52M
|
49.3K
$7.32M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 63.4% |
$1.31M - $1.51M
|
33.9K
$5.03M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
12.7KNew |
$1.26M - $1.46M
|
12.7K
$1.88M
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
12.2K+ 28.51% |
$1.21M - $1.4M
|
54.9K
$8.15M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 91.16% |
$1.2M - $1.39M
|
25.3K
$3.75M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.5K+ 537.58% |
$1.14M - $1.32M
|
13.6K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.22K+ 3.94% |
$816K - $944K
|
217K
$32.2M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.86K+ 0.44% |
$681K - $788K
|
1.57M
$234M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.85K+ 9.12% |
$681K - $788K
|
82K
$12.2M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.7K+ 17.65% |
$665K - $770K
|
44.6K
$6.63M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.88KNew |
$485K - $561K
|
4.88K
$725K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.78K+ 12.67% |
$474K - $549K
|
42.5K
$6.31M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.77K+ 159.32% |
$473K - $548K
|
7.76K
$1.15M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.19K+ 6.11% |
$317K - $367K
|
55.5K
$8.23M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.14KNew |
$312K - $361K
|
3.14K
$467K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.96KNew |
$294K - $341K
|
2.96K
$440K
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.19K+ 105.7% |
$217K - $251K
|
4.26K
$632K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 1.16% |
$217K - $251K
|
190K
$28.2M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.11KNew |
$209K - $242K
|
2.11K
$313K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.96KNew |
$194K - $225K
|
1.96K
$291K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.93K+ 17.49% |
$192K - $222K
|
13K
$1.93M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.57K+ 15.61% |
$156K - $181K
|
11.6K
$1.73M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.47KNew |
$146K - $168K
|
1.47K
$218K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.43K+ 19.75% |
$142K - $165K
|
8.69K
$1.29M
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 6.59% |
$125K - $144K
|
20.3K
$3.02M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08KNew |
$107K - $124K
|
1.08K
$160K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
996+ 308.36% |
$98.9K - $114K
|
1.32K
$196K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
948+ 10.09% |
$94.2K - $109K
|
10.3K
$1.54M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
715+ 1191.67% |
$71K - $82.2K
|
775
$115K
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
504+ 2.07% |
$50.1K - $57.9K
|
24.8K
$3.69M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
503+ 26.9% |
$50K - $57.8K
|
2.37K
$352K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
341+ 3.7% |
$33.9K - $39.2K
|
9.57K
$1.42M
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
325+ 4.37% |
$32.3K - $37.3K
|
7.76K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
262+ 1310.0% |
$26K - $30.1K
|
282
$41.9K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
226New |
$22.4K - $26K
|
226
$33.6K
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
57+ 0.17% |
$5.66K - $6.55K
|
33.6K
$4.99M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
33New |
$3.28K - $3.79K
|
33
$4.9K
|