Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 200 ETF (IWL)

IWL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 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
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
104K
New
$9.27M - $10.2M
104K $13.9M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
39.5K
+ 24.61%
$3.52M - $3.88M
200K $26.8M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
37.4K
New
$3.33M - $3.67M
37.4K $5.01M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
35.9K
New
$3.2M - $3.52M
35.9K $4.81M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
28.7K
New
$2.56M - $2.82M
28.7K $3.85M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.8K
New
$1.76M - $1.94M
19.8K $2.65M
Apr 26, 2023 Q1 2023
Compton Wealth Advisory Group, LLC

BUY
 -
17.7K
+ 57.47%
$1.57M - $1.73M
48.4K $6.49M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
17.5K
+ 12.37%
$1.56M - $1.72M
159K $21.3M
May 05, 2023 Q1 2023
Gilbert & Cook, Inc.

BUY
 -
17.1K
+ 3.19%
$1.52M - $1.67M
551K $73.8M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
8.19K
New
$729K - $802K
8.19K $1.1M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
3.69K
New
$328K - $361K
3.69K $494K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
3.69K
+ 43.09%
$328K - $361K
12.2K $1.64M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
3.3K
+ 4.77%
$294K - $323K
72.4K $9.7M
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
2.91K
New
$259K - $285K
2.91K $389K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
2.84K
New
$253K - $278K
2.84K $380K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.83K
+ 41.85%
$252K - $277K
9.58K $1.28M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
2.52K
New
$224K - $247K
2.52K $337K
May 09, 2023 Q1 2023
Resolute Advisors LLC

BUY
 -
2.2K
New
$196K - $215K
2.2K $294K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.18K
New
$194K - $213K
2.18K $291K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.01K
+ 1.56%
$179K - $197K
130K $17.5M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.44K
+ 11.53%
$128K - $141K
13.9K $1.86M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.2K
+ 48.36%
$106K - $117K
3.67K $491K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.19K
+ 119.04%
$106K - $116K
2.19K $293K
May 09, 2023 Q1 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
1.14K
+ 4.82%
$101K - $111K
24.7K $3.31M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
1.11K
+ 0.52%
$98.4K - $108K
215K $28.8M
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
993
+ 43.04%
$88.4K - $97.4K
3.3K $442K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
931
+ 8.16%
$82.9K - $91.3K
12.3K $1.65M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
578
+ 0.91%
$51.5K - $56.7K
64.3K $8.62M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
321
+ 2.3%
$28.6K - $31.5K
14.3K $1.92M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
321
+ 2.3%
$28.6K - $31.5K
14.3K $1.92M
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
201
+ 8.89%
$17.9K - $19.7K
2.46K $330K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
171
+ 1.05%
$15.2K - $16.8K
16.5K $2.2M
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
159
+ 8.17%
$14.2K - $15.6K
2.11K $282K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
152
+ 0.86%
$13.5K - $14.9K
17.7K $2.37M
May 12, 2023 Q1 2023
Orin Green Financial, LLC

BUY
 -
123
+ 1.31%
$11K - $12.1K
9.54K $1.28M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
105
+ 0.57%
$9.35K - $10.3K
18.6K $2.5M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
78
New
$6.95K - $7.65K
78 $10.4K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
78
New
$6.95K - $7.65K
78 $10.4K
May 01, 2023 Q1 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
28
+ 0.2%
$2.49K - $2.75K
14.4K $1.93M
Apr 20, 2023 Q1 2023
Boyd Wealth Management, LLC

BUY
 -
15
+ 0.13%
$1.34K - $1.47K
11.8K $1.58M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
6
+ 11.32%
$534 - $588
59 $7.9K
May 02, 2023 Q1 2023
Aft, Forsyth & Company, Inc.

BUY
 -
1
+ 0.03%
$89.1 - $98
3.15K $422K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.01%
$89.1 - $98
15.4K $2.06M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-25
- 0.31%
$2.23K - $2.45K
8.09K $1.08M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-25
- 1.27%
$2.23K - $2.45K
1.94K $260K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

SELL
 -
-34
- 0.24%
$3.03K - $3.33K
14.4K $1.92M
May 09, 2023 Q1 2023
Efficient Advisors, LLC

SELL
 -
-35
- 0.47%
$3.12K - $3.43K
7.48K $1M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-37
- 3.69%
$3.3K - $3.63K
965 $129K

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