Purchases and Sales Made in Q3 2025 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
21.2K+ 22.34% |
$3.25M - $3.54M
|
116K
$19.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
3.73K+ 63.21% |
$569K - $621K
|
9.62K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.86KNew |
$437K - $476K
|
2.86K
$474K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.77K+ 7.31% |
$424K - $462K
|
40.7K
$6.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$338K - $368K
|
2.21K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.94KNew |
$296K - $323K
|
1.94K
$321K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.59K+ 24.16% |
$242K - $264K
|
8.15K
$1.35M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
1.22KNew |
$187K - $204K
|
1.22K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
998+ 1.17% |
$152K - $166K
|
86.2K
$14.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
459+ 20.03% |
$70.1K - $76.5K
|
2.75K
$456K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
429+ 19.61% |
$65.5K - $71.5K
|
2.62K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 2.19% |
$9.47K - $10.3K
|
2.9K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.71% |
$7.64K - $8.33K
|
2.98K
$495K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$611 - $666
|
1.61K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$153 - $167
|
5.42K
$899K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-12- 0.62% |
$1.83K - $2K
|
1.92K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-21- 5.45% |
$3.21K - $3.5K
|
364
$60.4K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-58- 9.06% |
$8.86K - $9.66K
|
582
$96.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 57.14% |
$9.17K - $10K
|
45
$7.47K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-66- 0.17% |
$10.1K - $11K
|
38.4K
$6.36M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-130- 5.11% |
$19.9K - $21.7K
|
2.42K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-142- 7.96% |
$21.7K - $23.7K
|
1.64K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-290- 0.14% |
$44.3K - $48.3K
|
204K
$33.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-316- 1.25% |
$48.3K - $52.6K
|
25K
$4.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-335- 3.82% |
$51.2K - $55.8K
|
8.44K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-400- 12.72% |
$61.1K - $66.6K
|
2.74K
$455K
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
SELL
|
- |
-555- 0.31% |
$84.8K - $92.5K
|
178K
$29.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-955- 0.17% |
$146K - $159K
|
553K
$91.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.15K- 1.55% |
$176K - $192K
|
73.2K
$12.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.32K- 6.25% |
$201K - $220K
|
19.8K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.49K- 5.1% |
$228K - $249K
|
27.7K
$4.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.28K- 25.17% |
$349K - $380K
|
6.79K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.11K- 9.75% |
$1.39M - $1.52M
|
84.4K
$14M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-33.1K- 45.08% |
$5.06M - $5.52M
|
40.3K
$6.69M
|