Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 10.97% |
$166K - $185K
|
10.7K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.42K- 36.83% |
$180K - $200K
|
2.44K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56K- 0.86% |
$196K - $218K
|
178K
$26.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56K- 0.86% |
$196K - $218K
|
178K
$26.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.69K- 1.84% |
$213K - $237K
|
90K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.29% |
$272K - $303K
|
23.9K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 3.69% |
$298K - $332K
|
61.6K
$9.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-2.87K- 4.65% |
$362K - $402K
|
58.8K
$8.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-3.86K- 4.31% |
$488K - $543K
|
85.8K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.96K- 1.96% |
$500K - $556K
|
198K
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.11K- 6.4% |
$519K - $577K
|
60.1K
$8.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.54K- 10.52% |
$573K - $637K
|
38.6K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.48K- 53.55% |
$692K - $769K
|
4.75K
$705K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.75K- 26.59% |
$853K - $948K
|
18.6K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-7.35K- 7.42% |
$928K - $1.03M
|
91.7K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.33K- 7.06% |
$1.05M - $1.17M
|
110K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.57K- 8.13% |
$1.21M - $1.34M
|
108K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.71K- 2.65% |
$1.23M - $1.36M
|
357K
$53M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.8K- 37.98% |
$1.24M - $1.38M
|
16K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.2K- 28.63% |
$1.29M - $1.43M
|
25.4K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 10.51% |
$1.33M - $1.47M
|
89.4K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11.4K- 66.6% |
$1.43M - $1.6M
|
5.7K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 25.34% |
$1.96M - $2.18M
|
45.8K
$6.81M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-16K- 16.37% |
$2.02M - $2.25M
|
81.9K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16K- 16.37% |
$2.02M - $2.25M
|
81.9K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-16.5K- 4.19% |
$2.08M - $2.32M
|
377K
$56M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.4K- 18.6% |
$3.71M - $4.12M
|
128K
$19.1M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-48.7K- 96.75% |
$6.15M - $6.83M
|
1.63K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-49.1K- 38.96% |
$6.21M - $6.9M
|
77K
$11.4M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-49.1K- 38.96% |
$6.21M - $6.9M
|
77K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-57.2K- 70.17% |
$7.22M - $8.03M
|
24.3K
$3.61M
|