Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8- 1.32% |
$679 - $818
|
598
$83.1K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-24Closed |
$2.04K - $2.45K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-144- 1.76% |
$12.2K - $14.7K
|
8.05K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-161- 0.48% |
$13.7K - $16.5K
|
33.5K
$4.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-167- 0.24% |
$14.2K - $17.1K
|
68.6K
$9.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-286- 10.78% |
$24.3K - $29.3K
|
2.37K
$329K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-290- 3.93% |
$24.6K - $29.7K
|
7.09K
$986K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-299- 8.85% |
$25.4K - $30.6K
|
3.08K
$428K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-312- 5.38% |
$26.5K - $31.9K
|
5.49K
$763K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-410- 4.8% |
$34.8K - $41.9K
|
8.13K
$1.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-527- 5.12% |
$44.7K - $53.9K
|
9.76K
$1.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-585- 4.56% |
$49.7K - $59.8K
|
12.2K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-719- 3.39% |
$61K - $73.5K
|
20.5K
$2.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-800- 5.8% |
$67.9K - $81.8K
|
13K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 17.91% |
$102K - $123K
|
5.5K
$765K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 7.55% |
$112K - $134K
|
16.1K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.69K- 14.32% |
$143K - $173K
|
10.1K
$1.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.86K- 2.43% |
$158K - $190K
|
74.6K
$10.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.95K- 8.72% |
$166K - $200K
|
20.5K
$2.84M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.21K- 25.39% |
$188K - $226K
|
6.49K
$903K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.31K- 1.21% |
$196K - $236K
|
188K
$26.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.36K- 15.89% |
$200K - $241K
|
12.5K
$1.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.76K- 19.18% |
$234K - $282K
|
11.6K
$1.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.76K- 1.75% |
$234K - $283K
|
155K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.15K- 19.62% |
$267K - $322K
|
12.9K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.15K- 0.79% |
$267K - $322K
|
396K
$55M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.95K- 17.82% |
$335K - $404K
|
18.2K
$2.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-4.04K- 31.82% |
$343K - $413K
|
8.65K
$1.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.46K- 26.84% |
$379K - $456K
|
12.2K
$1.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-4.69K- 1.59% |
$398K - $480K
|
290K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.29K- 27.71% |
$449K - $541K
|
13.8K
$1.92M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.19K- 68.76% |
$525K - $633K
|
2.81K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.97K- 4.44% |
$846K - $1.02M
|
214K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-15KClosed |
$1.28M - $1.54M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-16K- 42.57% |
$1.36M - $1.63M
|
21.5K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.4K- 16.4% |
$2.07M - $2.49M
|
124K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-45.9K- 56.76% |
$3.9M - $4.7M
|
35K
$4.87M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-46.3K- 37.03% |
$3.93M - $4.74M
|
78.8K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-64.5K- 45.01% |
$5.47M - $6.59M
|
78.8K
$11M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-199K- 38.11% |
$16.9M - $20.3M
|
323K
$44.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38M- 92.45% |
$117M - $141M
|
113K
$15.7M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.38M- 94.2% |
$117M - $142M
|
85.2K
$11.9M
|