Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
220K+ 60.42% |
$25M - $28M
|
585K
$85.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
220K+ 60.42% |
$25M - $28M
|
585K
$85.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 82.05% |
$17.1M - $19.2M
|
335K
$48.9M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
57.8KNew |
$6.54M - $7.35M
|
57.8K
$8.44M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
50.2K+ 6574.84% |
$5.68M - $6.38M
|
50.9K
$7.44M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$4.24M - $4.76M
|
37.4K
$5.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.7K+ 38.19% |
$4.04M - $4.54M
|
129K
$18.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
28.1K+ 67.34% |
$3.18M - $3.57M
|
69.8K
$10.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21.5K+ 5.93% |
$2.44M - $2.74M
|
384K
$56.1M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4KNew |
$2.31M - $2.6M
|
20.4K
$2.98M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
20.3K+ 3.13% |
$2.29M - $2.58M
|
667K
$97.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.5K+ 8.24% |
$1.76M - $1.98M
|
204K
$29.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 22.72% |
$1.55M - $1.74M
|
74K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 491.68% |
$1.42M - $1.59M
|
15.1K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
11K+ 16.56% |
$1.24M - $1.39M
|
77.2K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 54.12% |
$1.21M - $1.36M
|
30.5K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 2.72% |
$1.21M - $1.36M
|
403K
$58.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 131.59% |
$1.14M - $1.28M
|
17.8K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.23K+ 610.18% |
$1.05M - $1.17M
|
10.7K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.95K+ 2.16% |
$900K - $1.01M
|
377K
$55M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79KNew |
$881K - $990K
|
7.79K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.69K+ 6.99% |
$870K - $977K
|
118K
$17.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.39K+ 6.68% |
$723K - $812K
|
102K
$14.9M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.39K+ 6.68% |
$723K - $812K
|
102K
$14.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
5.83KNew |
$660K - $741K
|
5.83K
$851K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
5.83KNew |
$660K - $741K
|
5.83K
$851K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.81K+ 194.06% |
$658K - $739K
|
8.81K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$643K - $722K
|
5.68K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.5KNew |
$622K - $699K
|
5.5K
$802K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.4K+ 25.56% |
$385K - $432K
|
16.7K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2.85K+ 6.68% |
$322K - $362K
|
45.5K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.51K+ 863.79% |
$284K - $318K
|
2.8K
$408K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.49K+ 0.43% |
$281K - $316K
|
585K
$85.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.16K+ 1.01% |
$245K - $275K
|
217K
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16K+ 8.05% |
$244K - $274K
|
29K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.15K+ 66.79% |
$243K - $273K
|
5.36K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.93K+ 15.06% |
$218K - $245K
|
14.7K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.58KNew |
$179K - $201K
|
1.58K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.49K+ 1.23% |
$169K - $190K
|
123K
$18M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.48K+ 44.43% |
$167K - $188K
|
4.8K
$700K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 3.27% |
$165K - $185K
|
46K
$6.71M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.38K+ 36.41% |
$156K - $175K
|
5.16K
$753K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.22K+ 1.32% |
$139K - $156K
|
93.8K
$13.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.15K+ 18.82% |
$131K - $147K
|
7.28K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
839New |
$95K - $107K
|
839
$122K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
805+ 319.44% |
$91.1K - $102K
|
1.06K
$154K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
755+ 10.98% |
$85.5K - $96K
|
7.63K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
690New |
$78.1K - $87.7K
|
690
$101K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
677+ 2.36% |
$76.6K - $86.1K
|
29.4K
$4.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
635+ 24.28% |
$71.9K - $80.7K
|
3.25K
$475K
|