Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
434K+ 203.31% |
$43.3M - $50.1M
|
647K
$93.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
194K+ 1219.7% |
$19.4M - $22.4M
|
210K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 61.89% |
$13.9M - $16.1M
|
365K
$52.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
92K+ 33.99% |
$9.18M - $10.6M
|
363K
$52.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
91.3K+ 74.2% |
$9.11M - $10.5M
|
214K
$31M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72K+ 334.3% |
$7.18M - $8.32M
|
93.5K
$13.5M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
69.1K+ 728.51% |
$6.9M - $7.98M
|
78.6K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
62.3K+ 150.33% |
$6.21M - $7.19M
|
104K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
61.2K+ 3631.81% |
$6.1M - $7.07M
|
62.9K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.5K+ 15.46% |
$5.23M - $6.06M
|
392K
$56.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
41.7KNew |
$4.16M - $4.81M
|
41.7K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.6K+ 10.35% |
$3.45M - $4M
|
369K
$53.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
33K+ 21.2% |
$3.29M - $3.81M
|
188K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
28.4K+ 75.23% |
$2.84M - $3.28M
|
66.2K
$9.58M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.2K+ 13.58% |
$2.42M - $2.8M
|
203K
$29.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.4KNew |
$2.23M - $2.59M
|
22.4K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.5KNew |
$2.05M - $2.37M
|
20.5K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.9K+ 9.89% |
$988K - $1.14M
|
110K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.97K+ 10.37% |
$895K - $1.04M
|
95.5K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.97K+ 10.37% |
$895K - $1.04M
|
95.5K
$13.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7.63K+ 8.98% |
$761K - $881K
|
92.6K
$13.4M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7.41K+ 8.69% |
$739K - $855K
|
92.6K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.13KNew |
$711K - $823K
|
7.13K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4K+ 92.75% |
$638K - $739K
|
13.3K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.39K+ 29.86% |
$638K - $738K
|
27.8K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.04K+ 8.09% |
$603K - $698K
|
80.7K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
5.13KNew |
$511K - $592K
|
5.13K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.97K+ 23.6% |
$496K - $574K
|
26K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.31K+ 11.05% |
$429K - $497K
|
43.3K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 27.61% |
$427K - $494K
|
19.8K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.86K+ 9.24% |
$385K - $446K
|
45.6K
$6.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.78KNew |
$377K - $437K
|
3.78K
$547K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52KNew |
$351K - $406K
|
3.52K
$509K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.15K+ 13.33% |
$314K - $364K
|
26.8K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.8K+ 10.81% |
$279K - $323K
|
28.7K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.77KNew |
$277K - $320K
|
2.77K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.62KNew |
$261K - $302K
|
2.62K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.03K+ 41.81% |
$202K - $234K
|
6.88K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$200K - $231K
|
2K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.86KNew |
$185K - $214K
|
1.86K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58K+ 14.72% |
$157K - $182K
|
12.3K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.32K+ 50.77% |
$131K - $152K
|
3.91K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 8.68% |
$105K - $122K
|
13.2K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.03K+ 20.21% |
$103K - $119K
|
6.13K
$887K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
767New |
$76.5K - $88.6K
|
767
$111K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
715+ 27.45% |
$71.3K - $82.6K
|
3.32K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
709+ 191.62% |
$70.7K - $81.9K
|
1.08K
$156K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
580+ 25.05% |
$57.9K - $67K
|
2.9K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
563+ 3.22% |
$56.2K - $65K
|
18K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
373+ 14.22% |
$37.2K - $43.1K
|
3K
$434K
|