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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-102- 3.44% |
$12.5K - $15.6K
|
2.86K
$475K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-106- 0.59% |
$13K - $16.2K
|
17.9K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-147- 58.33% |
$18K - $22.5K
|
105
$17.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-148- 77.49% |
$18.1K - $22.7K
|
43
$7.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-162- 1.17% |
$19.8K - $24.8K
|
13.6K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-165- 2.83% |
$20.2K - $25.3K
|
5.66K
$939K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-167- 6.16% |
$20.4K - $25.6K
|
2.55K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-168- 1.16% |
$20.6K - $25.7K
|
14.3K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-185- 2.46% |
$22.6K - $28.3K
|
7.33K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-194- 1.71% |
$23.7K - $29.7K
|
11.2K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-232- 0.79% |
$28.4K - $35.5K
|
29.3K
$4.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-239- 10.16% |
$29.2K - $36.6K
|
2.11K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-252- 2.85% |
$30.8K - $38.6K
|
8.58K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-255- 5.64% |
$31.2K - $39K
|
4.26K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-271- 2.31% |
$33.2K - $41.5K
|
11.5K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-301- 44.01% |
$36.8K - $46.1K
|
383
$63.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-323- 9.92% |
$39.5K - $49.5K
|
2.93K
$486K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-425- 10.83% |
$52K - $65.1K
|
3.5K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-791- 92.08% |
$96.8K - $121K
|
68
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-819- 57.64% |
$100K - $125K
|
602
$99.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-831- 0.12% |
$102K - $127K
|
691K
$115M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-899- 14.84% |
$110K - $138K
|
5.16K
$856K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 0.82% |
$128K - $160K
|
126K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.23K- 4.62% |
$150K - $188K
|
25.3K
$4.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.3K- 44.25% |
$159K - $199K
|
1.64K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.74K- 3.76% |
$213K - $267K
|
44.6K
$7.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.78K- 16.38% |
$218K - $272K
|
9.08K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 2.26% |
$220K - $275K
|
77.7K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 15.24% |
$230K - $288K
|
10.5K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.14K- 46.93% |
$261K - $327K
|
2.42K
$401K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.15K- 76.86% |
$263K - $329K
|
646
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-2.28K- 2.43% |
$279K - $349K
|
91.5K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.29K- 8.55% |
$280K - $350K
|
24.5K
$4.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.41K- 36.89% |
$295K - $369K
|
4.12K
$684K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.51K- 9.19% |
$307K - $384K
|
24.8K
$4.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.96K- 46.16% |
$362K - $452K
|
3.45K
$572K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.16K- 19.66% |
$386K - $483K
|
12.9K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 15.22% |
$531K - $664K
|
24.2K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-5.93K- 11.12% |
$725K - $907K
|
47.4K
$7.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.59K- 35.39% |
$929K - $1.16M
|
13.9K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.8K- 3.62% |
$954K - $1.19M
|
207K
$34.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.66K- 29.86% |
$1.18M - $1.48M
|
22.7K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-10K- 15.51% |
$1.23M - $1.53M
|
54.6K
$9.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 21.11% |
$1.24M - $1.55M
|
37.9K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.6K- 28.39% |
$1.42M - $1.77M
|
29.2K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.5K- 7.51% |
$2.63M - $3.3M
|
265K
$44M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-22.8K- 3.96% |
$2.79M - $3.5M
|
554K
$91.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.8K- 52.83% |
$3.28M - $4.1M
|
23.9K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30K- 19.75% |
$3.67M - $4.59M
|
122K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.5K- 65.31% |
$3.86M - $4.83M
|
16.8K
$2.78M
|