Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10.3K - $11K
|
100
$14.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
85+ 2.27% |
$8.76K - $9.36K
|
3.83K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
78+ 1.36% |
$8.04K - $8.59K
|
5.81K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
76+ 2.59% |
$7.83K - $8.37K
|
3.01K
$446K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67+ 0.31% |
$6.9K - $7.38K
|
21.5K
$3.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 2.07% |
$4.64K - $4.96K
|
2.22K
$330K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2- 0.01% |
$206 - $220
|
19.7K
$2.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26- 49.06% |
$2.68K - $2.86K
|
27
$4.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31- 0.49% |
$3.19K - $3.41K
|
6.36K
$944K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 0.57% |
$4.64K - $4.96K
|
7.92K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46- 0.28% |
$4.74K - $5.07K
|
16.2K
$2.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-65- 3.15% |
$6.7K - $7.16K
|
2K
$297K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-72- 2.64% |
$7.42K - $7.93K
|
2.66K
$394K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75- 2.8% |
$7.73K - $8.26K
|
2.61K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-84- 4.84% |
$8.66K - $9.25K
|
1.65K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-104- 0.67% |
$10.7K - $11.5K
|
15.5K
$2.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-119- 83.8% |
$12.3K - $13.1K
|
23
$3.41K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-120- 63.49% |
$12.4K - $13.2K
|
69
$10.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-154- 0.35% |
$15.9K - $17K
|
43.7K
$6.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-219- 1.91% |
$22.6K - $24.1K
|
11.2K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-254- 3.19% |
$26.2K - $28K
|
7.72K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-265- 1.57% |
$27.3K - $29.2K
|
16.6K
$2.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-296- 4.27% |
$30.5K - $32.6K
|
6.64K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-326- 6.17% |
$33.6K - $35.9K
|
4.96K
$736K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-352- 14.19% |
$36.3K - $38.8K
|
2.13K
$316K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-406- 4.77% |
$41.8K - $44.7K
|
8.1K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-459- 4.11% |
$47.3K - $50.6K
|
10.7K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-475- 8.56% |
$48.9K - $52.3K
|
5.07K
$753K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-477- 5.45% |
$49.2K - $52.5K
|
8.28K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-502- 1.9% |
$51.7K - $55.3K
|
25.9K
$3.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-548- 1.57% |
$56.5K - $60.4K
|
34.4K
$5.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-711- 26.04% |
$73.3K - $78.3K
|
2.02K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.11K- 0.41% |
$115K - $123K
|
271K
$40.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.23K- 3.48% |
$127K - $136K
|
34.3K
$5.09M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.54K- 6.99% |
$159K - $170K
|
20.5K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 10.94% |
$162K - $173K
|
12.8K
$1.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.71K- 23.34% |
$176K - $188K
|
5.61K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.04K- 89.79% |
$210K - $225K
|
232
$34.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.16K- 9.61% |
$223K - $238K
|
20.3K
$3.02M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.21K- 25.39% |
$228K - $243K
|
6.49K
$964K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.49K- 1.89% |
$257K - $274K
|
130K
$19.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-2.93K- 2.98% |
$302K - $323K
|
95.3K
$14.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.68K- 28.91% |
$379K - $405K
|
9.05K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.69K- 11.04% |
$380K - $406K
|
29.7K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.83K- 29.96% |
$395K - $422K
|
8.95K
$1.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.58K- 41.28% |
$472K - $504K
|
6.51K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.56K- 13.59% |
$676K - $723K
|
41.7K
$6.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.83K- 25.3% |
$704K - $752K
|
20.2K
$2.99M
|