Purchases and Sales Made in Q2 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
423+ 8.2% |
$51K - $56.9K
|
5.58K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
319+ 0.27% |
$38.4K - $42.9K
|
118K
$16.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
311+ 1.56% |
$37.5K - $41.9K
|
20.2K
$2.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$36.2K - $40.4K
|
300
$42.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
296+ 2.83% |
$35.7K - $39.8K
|
10.7K
$1.52M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
295+ 18.25% |
$35.6K - $39.7K
|
1.91K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
271New |
$32.7K - $36.5K
|
271
$38.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
232+ 0.29% |
$28K - $31.2K
|
81.5K
$11.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
218New |
$26.3K - $29.3K
|
218
$30.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
107+ 0.24% |
$12.9K - $14.4K
|
45.6K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
81New |
$9.76K - $10.9K
|
81
$11.5K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 1.04% |
$6.03K - $6.73K
|
4.85K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
39+ 0.2% |
$4.7K - $5.25K
|
19.7K
$2.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$4.58K - $5.11K
|
38
$5.39K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.41% |
$4.34K - $4.84K
|
8.85K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 0.07% |
$603 - $673
|
6.82K
$968K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$482 - $538
|
1.59K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$121 - $135
|
3.15K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$121 - $135
|
30.5K
$4.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$121 - $135
|
408
$57.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 3.28% |
$241 - $269
|
59
$8.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.08% |
$603 - $673
|
6.34K
$900K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-17- 3.52% |
$2.05K - $2.29K
|
466
$66.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-21- 1.91% |
$2.53K - $2.83K
|
1.08K
$153K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32- 3.81% |
$3.86K - $4.31K
|
807
$115K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-51- 0.67% |
$6.15K - $6.86K
|
7.57K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 5.3% |
$6.75K - $7.54K
|
1K
$142K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-65- 0.59% |
$7.83K - $8.75K
|
10.9K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-101- 1.73% |
$12.2K - $13.6K
|
5.73K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-124- 2.51% |
$14.9K - $16.7K
|
4.83K
$685K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-127- 5.96% |
$15.3K - $17.1K
|
2K
$284K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-133- 4.66% |
$16K - $17.9K
|
2.72K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-134- 0.52% |
$16.1K - $18K
|
25.4K
$3.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-161- 5.56% |
$19.4K - $21.7K
|
2.73K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-161- 3.48% |
$19.4K - $21.7K
|
4.46K
$633K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-174- 1.08% |
$21K - $23.4K
|
15.9K
$2.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-197- 6.27% |
$23.7K - $26.5K
|
2.94K
$418K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-200- 1.11% |
$24.1K - $26.9K
|
17.8K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-258- 1.56% |
$31.1K - $34.7K
|
16.3K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-444- 12.43% |
$53.5K - $59.8K
|
3.13K
$444K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-540- 3.93% |
$65.1K - $72.7K
|
13.2K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-598- 9.82% |
$72.1K - $80.5K
|
5.49K
$780K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-641- 1.26% |
$77.2K - $86.3K
|
50.3K
$7.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-648- 11.82% |
$78.1K - $87.2K
|
4.83K
$686K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-808- 3.72% |
$97.4K - $109K
|
20.9K
$2.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-823- 16.6% |
$99.2K - $111K
|
4.14K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-823- 20.82% |
$99.2K - $111K
|
3.13K
$444K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-841- 11.36% |
$101K - $113K
|
6.56K
$931K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 13.86% |
$122K - $136K
|
6.28K
$892K
|