Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
171KNew |
$23.2M - $25.9M
|
171K
$23.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
39.2KNew |
$5.32M - $5.94M
|
39.2K
$5.34M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
19.9K+ 9.91% |
$2.7M - $3.01M
|
220K
$30.1M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12.7K+ 2.52% |
$1.73M - $1.93M
|
517K
$70.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 19.26% |
$1.62M - $1.81M
|
74K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.65K+ 23.51% |
$1.31M - $1.46M
|
50.7K
$6.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8.74K+ 10.28% |
$1.19M - $1.33M
|
93.8K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 144.33% |
$941K - $1.05M
|
11.7K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.54KNew |
$888K - $992K
|
6.54K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
6.49K+ 20.66% |
$882K - $985K
|
37.9K
$5.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 10.72% |
$773K - $863K
|
58.8K
$8.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.5K+ 33.58% |
$475K - $531K
|
13.9K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
3.49K+ 1.91% |
$474K - $530K
|
187K
$25.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.73K+ 44.16% |
$371K - $415K
|
8.92K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.22KNew |
$302K - $337K
|
2.22K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 1.56% |
$266K - $297K
|
127K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$255K - $285K
|
1.88K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.83KNew |
$248K - $277K
|
1.83K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 2.65% |
$216K - $242K
|
61.7K
$8.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 2.65% |
$216K - $242K
|
61.7K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
990+ 3.84% |
$134K - $150K
|
26.7K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
788+ 55.89% |
$107K - $120K
|
2.2K
$300K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
552+ 59.42% |
$75K - $83.8K
|
1.48K
$202K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
242+ 80.67% |
$32.9K - $36.7K
|
542
$74K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
215+ 1.28% |
$29.2K - $32.6K
|
17K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
191New |
$25.9K - $29K
|
191
$26.1K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
83New |
$11.3K - $12.6K
|
83
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
64+ 1.05% |
$8.69K - $9.71K
|
6.14K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
48+ 0.76% |
$6.52K - $7.28K
|
6.4K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17New |
$2.31K - $2.58K
|
17
$2.32K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10+ 13.33% |
$1.36K - $1.52K
|
85
$11.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$951 - $1.06K
|
4.48K
$612K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
5+ 0.11% |
$679 - $759
|
4.53K
$618K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1New |
$136 - $152
|
1
$136
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-12- 0.37% |
$1.63K - $1.82K
|
3.26K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-69- 0.46% |
$9.37K - $10.5K
|
14.8K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-75- 0.19% |
$10.2K - $11.4K
|
38.5K
$5.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-76- 2.72% |
$10.3K - $11.5K
|
2.71K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-119- 15.68% |
$16.2K - $18.1K
|
640
$87.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-129- 29.45% |
$17.5K - $19.6K
|
309
$42.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-146- 7.48% |
$19.8K - $22.2K
|
1.81K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-190- 11.79% |
$25.8K - $28.8K
|
1.42K
$194K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-286- 5.85% |
$38.8K - $43.4K
|
4.6K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-400- 5.05% |
$54.3K - $60.7K
|
7.52K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-417- 2.06% |
$56.6K - $63.3K
|
19.8K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-420- 7.2% |
$57K - $63.7K
|
5.42K
$739K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-423- 9.6% |
$57.5K - $64.2K
|
3.99K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-555- 2.05% |
$75.4K - $84.2K
|
26.5K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-672- 3.49% |
$91.3K - $102K
|
18.6K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-800- 1.92% |
$109K - $121K
|
40.8K
$5.57M
|