Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
931+ 48.85% |
$114K - $143K
|
2.84K
$471K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
810+ 54.69% |
$99.1K - $124K
|
2.29K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
692New |
$84.7K - $106K
|
692
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
537+ 2.85% |
$65.7K - $82.2K
|
19.4K
$3.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
492+ 292.86% |
$60.2K - $75.3K
|
660
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
488+ 1.99% |
$59.7K - $74.7K
|
25.1K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
466+ 3.46% |
$57K - $71.4K
|
13.9K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
427+ 6.96% |
$52.2K - $65.4K
|
6.56K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
392+ 25.47% |
$48K - $60K
|
1.93K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
335+ 0.54% |
$41K - $51.3K
|
62K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
335+ 0.54% |
$41K - $51.3K
|
62K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
292New |
$35.7K - $44.7K
|
292
$48.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
236+ 3.59% |
$28.9K - $36.1K
|
6.81K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
194+ 0.21% |
$23.7K - $29.7K
|
93K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
165+ 10.7% |
$20.2K - $25.3K
|
1.71K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136+ 0.73% |
$16.6K - $20.8K
|
18.9K
$3.13M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
127+ 4.91% |
$15.5K - $19.4K
|
2.71K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124+ 0.52% |
$15.2K - $19K
|
23.8K
$3.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
79+ 0.08% |
$9.67K - $12.1K
|
100K
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 0.87% |
$9.54K - $11.9K
|
9K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78+ 1.74% |
$9.54K - $11.9K
|
4.56K
$756K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
55New |
$6.73K - $8.42K
|
55
$9.13K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
51+ 2550.0% |
$6.24K - $7.81K
|
53
$8.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49+ 17.82% |
$6K - $7.5K
|
324
$53.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
46New |
$5.63K - $7.04K
|
46
$7.63K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
43+ 1.08% |
$5.26K - $6.58K
|
4.03K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34New |
$4.16K - $5.21K
|
34
$5.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
20+ 3.03% |
$2.45K - $3.06K
|
680
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.5% |
$1.35K - $1.68K
|
2.21K
$367K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
5+ 0.22% |
$612 - $766
|
2.26K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$489 - $612
|
1.6K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.05% |
$367 - $459
|
5.69K
$944K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.31% |
$245 - $306
|
640
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$122 - $153
|
1.81K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$122 - $153
|
3.16K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$122 - $153
|
5.42K
$899K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.07% |
$367 - $459
|
4.53K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-4- 0.17% |
$489 - $612
|
2.41K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 1.11% |
$734 - $919
|
536
$88.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 2.72% |
$1.84K - $2.3K
|
537
$89.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-35- 0.09% |
$4.28K - $5.36K
|
38.4K
$6.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37- 0.26% |
$4.53K - $5.67K
|
14.2K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-49- 1.53% |
$6K - $7.5K
|
3.14K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 16.18% |
$6.12K - $7.66K
|
259
$43K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-62- 0.42% |
$7.59K - $9.49K
|
14.7K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-67- 0.35% |
$8.2K - $10.3K
|
19K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-71- 15.57% |
$8.69K - $10.9K
|
385
$63.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-93- 0.25% |
$11.4K - $14.2K
|
37.1K
$6.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-96- 0.48% |
$11.7K - $14.7K
|
19.7K
$3.27M
|