Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 200 ETF (IWL)

IWL Quotes by TradingView

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
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
373
+ 14.22%
$37.2K - $43.1K
3K $442K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
338
New
$33.7K - $39K
338 $49.9K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
309
+ 4.86%
$30.8K - $35.7K
6.67K $984K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
213
+ 8.02%
$21.2K - $24.6K
2.87K $424K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
166
+ 5.45%
$16.6K - $19.2K
3.21K $474K
Feb 09, 2024 Q4 2023
Gyl Financial Synergies, LLC

BUY
 -
141
+ 4.08%
$14.1K - $16.3K
3.59K $530K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
125
New
$12.5K - $14.4K
125 $18.4K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
100
New
$9.98K - $11.5K
100 $14.8K
Feb 14, 2024 Q4 2023
Jackson Wealth Management, LLC

BUY
 -
73
+ 2.43%
$7.28K - $8.43K
3.08K $454K
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
61
+ 1.01%
$6.09K - $7.04K
6.09K $899K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
53
+ 2.12%
$5.29K - $6.12K
2.55K $376K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
16
+ 0.42%
$1.6K - $1.85K
3.85K $568K
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
16
New
$1.6K - $1.85K
16 $2.36K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
16
+ 0.07%
$1.6K - $1.85K
22.3K $3.3M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
13
New
$1.3K - $1.5K
13 $1.92K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
13
New
$1.3K - $1.5K
13 $1.92K
Feb 16, 2024 Q4 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
12
+ 0.46%
$1.2K - $1.39K
2.65K $391K
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
9
+ 0.1%
$898 - $1.04K
8.76K $1.29M
Feb 09, 2024 Q4 2023
Aft, Forsyth & Company, Inc.

BUY
 -
3
+ 0.1%
$299 - $346
3.15K $465K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3
+ 0.74%
$299 - $346
407 $60.1K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

SELL
 -
-1
- 33.33%
$99.8 - $115
2 $295
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-4
- 0.18%
$399 - $462
2.21K $326K
Jan 18, 2024 Q4 2023
Bouchey Financial Group LTD

SELL
 -
-8
- 0.35%
$798 - $924
2.28K $336K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

SELL
 -
-10
- 0.17%
$998 - $1.15K
5.8K $855K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-15
- 0.12%
$1.5K - $1.73K
12.8K $1.89M
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-40
- 0.51%
$3.99K - $4.62K
7.88K $1.16M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-89
- 0.3%
$8.88K - $10.3K
29.6K $4.37M
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

SELL
 -
-90
- 4.05%
$8.98K - $10.4K
2.13K $314K
Jan 18, 2024 Q4 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-100
- 0.29%
$9.98K - $11.5K
34.2K $5.04M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-106
- 4.23%
$10.6K - $12.2K
2.4K $354K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-121
- 0.75%
$12.1K - $14K
16.1K $2.37M
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

SELL
 -
-127
- 1.34%
$12.7K - $14.7K
9.36K $1.38M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-139
- 8.41%
$13.9K - $16.1K
1.51K $223K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-189
- 4.17%
$18.9K - $21.8K
4.35K $642K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-208
- 5.68%
$20.8K - $24K
3.46K $510K
Feb 08, 2024 Q4 2023
Efficient Advisors, LLC

SELL
 -
-230
- 3.46%
$22.9K - $26.6K
6.41K $946K
Jan 31, 2024 Q4 2023
Boyd Wealth Management, LLC

SELL
 -
-243
- 2.16%
$24.2K - $28.1K
11K $1.62M
Jan 25, 2024 Q4 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-244
- 1.2%
$24.3K - $28.2K
20.1K $2.97M
Feb 13, 2024 Q4 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-303
- 2.58%
$30.2K - $35K
11.4K $1.69M
Feb 07, 2024 Q4 2023
Ethos Financial Group, LLC

King Of Prussia, PA
SELL
 -
-323
- 9.79%
$32.2K - $37.3K
2.98K $439K
Feb 12, 2024 Q4 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
SELL
 -
-343
- 0.8%
$34.2K - $39.6K
42.6K $6.29M
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-395
- 4.77%
$39.4K - $45.6K
7.88K $1.16M
Feb 06, 2024 Q4 2023
Shore Haven Wealth Partners, LLC

SELL
 -
-558
- 1.28%
$55.7K - $64.4K
43.2K $6.37M
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-558
- 6.89%
$55.7K - $64.4K
7.54K $1.11M
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-620
- 18.43%
$61.9K - $71.6K
2.74K $405K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

SELL
 -
-760
- 4.04%
$75.8K - $87.8K
18.1K $2.67M
Jan 22, 2024 Q4 2023
Zimmermann Investment Management & Planning LLC

SELL
 -
-896
- 4.27%
$89.4K - $103K
20.1K $2.97M
Jan 18, 2024 Q4 2023
Wooster Corthell Wealth Management, Inc.

SELL
 -
-1.06K
- 11.73%
$106K - $123K
7.99K $1.18M

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