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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.21K- 10.38% |
$300K - $335K
|
19.1K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-2.42K- 4.34% |
$328K - $367K
|
53.3K
$7.27M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.81K- 2.73% |
$381K - $426K
|
100K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.78K- 21.7% |
$649K - $725K
|
17.3K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-12K- 5.96% |
$1.63M - $1.82M
|
189K
$25.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-150K- 41.12% |
$20.4M - $22.8M
|
215K
$29.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-425K- 42.42% |
$57.7M - $64.4M
|
577K
$78.7M
|