Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
5.9MNew |
$820M - $885M
|
5.9M
$876M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
257KNew |
$35.7M - $38.6M
|
257K
$38.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
183KNew |
$25.4M - $27.4M
|
183K
$27.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
174KNew |
$24.2M - $26.1M
|
174K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
166K+ 40.19% |
$23M - $24.9M
|
578K
$85.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
62.1KNew |
$8.62M - $9.31M
|
62.1K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60.5K+ 8343.45% |
$8.4M - $9.07M
|
61.2K
$9.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
46.7K+ 30.39% |
$6.49M - $7M
|
200K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
46.6KNew |
$6.48M - $6.99M
|
46.6K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
42.2KNew |
$5.86M - $6.33M
|
42.2K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
34.3K+ 177.47% |
$4.76M - $5.14M
|
53.6K
$7.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
31.4KNew |
$4.36M - $4.71M
|
31.4K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
29.4KNew |
$4.08M - $4.4M
|
29.4K
$4.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25K+ 151.2% |
$3.48M - $3.76M
|
41.6K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
24.9K+ 436.28% |
$3.45M - $3.73M
|
30.6K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.8K+ 22.59% |
$3.44M - $3.72M
|
134K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.8KNew |
$3.31M - $3.57M
|
23.8K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5K+ 277.67% |
$3.26M - $3.52M
|
31.9K
$4.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.1K+ 64.51% |
$2.79M - $3.01M
|
51.2K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$2.72M - $2.93M
|
19.6K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
12.2K+ 80.9% |
$1.7M - $1.83M
|
27.3K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2K+ 3.12% |
$1.55M - $1.67M
|
368K
$54.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.4KNew |
$1.44M - $1.56M
|
10.4K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.05KNew |
$1.26M - $1.36M
|
9.05K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.49K+ 18.78% |
$902K - $973K
|
41K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.48K+ 136.46% |
$900K - $972K
|
11.2K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.28K+ 13.41% |
$872K - $941K
|
53.1K
$7.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.19KNew |
$860K - $929K
|
6.19K
$919K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.06K+ 56.3% |
$842K - $909K
|
16.8K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.18KNew |
$719K - $777K
|
5.18K
$769K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.82KNew |
$669K - $722K
|
4.82K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.48K+ 24.23% |
$622K - $671K
|
22.9K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.97KNew |
$551K - $595K
|
3.97K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.86K+ 1.95% |
$537K - $579K
|
201K
$29.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.83K+ 7.76% |
$533K - $575K
|
53.2K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.01K+ 9.04% |
$418K - $451K
|
36.3K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.76K+ 10.88% |
$384K - $414K
|
28.1K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.51K+ 65.1% |
$348K - $376K
|
6.35K
$943K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.44KNew |
$338K - $365K
|
2.44K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.35KNew |
$327K - $353K
|
2.35K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.33KNew |
$324K - $349K
|
2.33K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.97K+ 2.15% |
$274K - $296K
|
93.6K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.86K+ 23.73% |
$259K - $280K
|
9.72K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$257K - $277K
|
1.85K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 7.47% |
$225K - $243K
|
23.3K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 1.47% |
$220K - $238K
|
110K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.45K+ 5.97% |
$201K - $217K
|
25.8K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$201K - $217K
|
1.45K
$215K
|