Purchases and Sales Made in Q4 2025 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
75.8KNew |
$12.4M - $13.1M
|
75.8K
$12.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
18.3K+ 3.31% |
$2.98M - $3.15M
|
571K
$96M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.48K+ 22.15% |
$1.55M - $1.64M
|
52.3K
$8.79M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 11562.22% |
$849K - $897K
|
5.25K
$882K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.53K+ 53.69% |
$739K - $781K
|
13K
$2.18M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.56KNew |
$581K - $614K
|
3.56K
$599K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.22KNew |
$200K - $211K
|
1.22K
$206K
|
|
|
Jan 26, 2026
Q4 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.18KNew |
$192K - $203K
|
1.18K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
844+ 23.91% |
$138K - $146K
|
4.37K
$735K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
814+ 0.4% |
$133K - $140K
|
205K
$34.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
807+ 1.98% |
$132K - $139K
|
41.5K
$6.98M
|
|
|
Jan 28, 2026
Q4 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
664+ 3.06% |
$108K - $115K
|
22.4K
$3.76M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
618+ 32.2% |
$101K - $107K
|
2.54K
$427K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
453+ 6.73% |
$73.9K - $78.1K
|
7.19K
$1.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
300+ 15.08% |
$48.9K - $51.7K
|
2.29K
$385K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
286+ 10.4% |
$46.6K - $49.3K
|
3.04K
$511K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
258+ 11.67% |
$42.1K - $44.5K
|
2.47K
$415K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
214+ 22.27% |
$34.9K - $36.9K
|
1.18K
$198K
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
119+ 4.93% |
$19.4K - $20.5K
|
2.54K
$426K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
78+ 2.98% |
$12.7K - $13.5K
|
2.7K
$453K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
46New |
$7.5K - $7.93K
|
46
$7.73K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 0.45% |
$2.45K - $2.59K
|
3.35K
$564K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
8+ 0.06% |
$1.3K - $1.38K
|
14.3K
$2.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.04% |
$163 - $172
|
2.75K
$462K
|
|
|
Jan 27, 2026
Q4 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3- 0.02% |
$489 - $517
|
14.7K
$2.47M
|
|
|
Jan 28, 2026
Q4 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$652 - $690
|
14.1K
$2.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 0.36% |
$1.96K - $2.07K
|
3.34K
$562K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.08% |
$3.59K - $3.79K
|
27.7K
$4.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-26- 1.15% |
$4.24K - $4.48K
|
2.23K
$375K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28- 5.22% |
$4.57K - $4.83K
|
508
$85.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-30- 2.41% |
$4.89K - $5.17K
|
1.21K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-31- 0.86% |
$5.06K - $5.35K
|
3.58K
$601K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-34- 0.47% |
$5.55K - $5.86K
|
7.13K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-51- 8.76% |
$8.32K - $8.8K
|
531
$89.3K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-52- 1.31% |
$8.48K - $8.97K
|
3.93K
$661K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-53- 3.42% |
$8.64K - $9.14K
|
1.5K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-82- 2.18% |
$13.4K - $14.1K
|
3.69K
$620K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-109- 3.76% |
$17.8K - $18.8K
|
2.79K
$469K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-151- 2.79% |
$24.6K - $26K
|
5.27K
$886K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-156- 9.49% |
$25.4K - $26.9K
|
1.49K
$250K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-157- 4.61% |
$25.6K - $27.1K
|
3.25K
$546K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-182- 2.23% |
$29.7K - $31.4K
|
7.97K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-211- 4.42% |
$34.4K - $36.4K
|
4.56K
$767K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-212- 2.51% |
$34.6K - $36.6K
|
8.22K
$1.38M
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-287- 17.49% |
$46.8K - $49.5K
|
1.35K
$228K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-380- 15.97% |
$62K - $65.5K
|
2K
$336K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-676- 3.42% |
$110K - $117K
|
19.1K
$3.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-764- 1.04% |
$125K - $132K
|
72.4K
$12.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-921- 4.85% |
$150K - $159K
|
18.1K
$3.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.25K- 41.92% |
$204K - $216K
|
1.73K
$291K
|
|