Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2024. 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 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 0.23% |
$2.08K - $2.25K
|
6.41K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-20- 0.62% |
$2.78K - $3K
|
3.19K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-22- 0.97% |
$3.06K - $3.3K
|
2.26K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 1.41% |
$3.2K - $3.45K
|
1.61K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.17% |
$3.47K - $3.75K
|
14.8K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28- 0.41% |
$3.89K - $4.2K
|
6.86K
$937K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-31- 0.63% |
$4.31K - $4.65K
|
4.89K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-64- 2.32% |
$8.89K - $9.6K
|
2.7K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-69- 0.18% |
$9.59K - $10.3K
|
38.5K
$5.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-80- 0.34% |
$11.1K - $12K
|
23.8K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-116- 4.34% |
$16.1K - $17.4K
|
2.55K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 6.57% |
$18.6K - $20.1K
|
1.91K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-175- 0.64% |
$24.3K - $26.2K
|
27.1K
$3.69M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-181- 0.78% |
$25.1K - $27.1K
|
23K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-242- 24.18% |
$33.6K - $36.3K
|
759
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-243- 8.01% |
$33.8K - $36.4K
|
2.79K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-252- 1.23% |
$35K - $37.8K
|
20.2K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-278- 60.96% |
$38.6K - $41.7K
|
178
$24.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-306- 6.49% |
$42.5K - $45.9K
|
4.41K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-324- 5.19% |
$45K - $48.6K
|
5.92K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-361- 5.61% |
$50.2K - $54.1K
|
6.07K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-376- 1.92% |
$52.2K - $56.4K
|
19.3K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400- 69.2% |
$55.6K - $60K
|
178
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-427- 5.12% |
$59.3K - $64K
|
7.92K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-448- 7.13% |
$62.2K - $67.2K
|
5.84K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-452- 9.22% |
$62.8K - $67.8K
|
4.45K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-457- 4.62% |
$63.5K - $68.5K
|
9.44K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-492- 4.51% |
$68.3K - $73.8K
|
10.4K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-606- 2.77% |
$84.2K - $90.9K
|
21.3K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-629- 25.88% |
$87.4K - $94.3K
|
1.8K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-705- 11.13% |
$97.9K - $106K
|
5.63K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-739- 6.91% |
$103K - $111K
|
9.96K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.17K- 28.37% |
$163K - $176K
|
2.96K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.7K- 10.63% |
$236K - $255K
|
14.3K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.71K- 41.44% |
$237K - $256K
|
2.42K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 3.09% |
$264K - $285K
|
59.7K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.97K- 2.31% |
$412K - $445K
|
126K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.07K- 25.74% |
$426K - $460K
|
8.85K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-3.08K- 5.25% |
$428K - $463K
|
55.7K
$7.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.12K- 1.75% |
$433K - $467K
|
175K
$23.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.22K- 0.63% |
$447K - $482K
|
504K
$68.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.44K- 5.56% |
$617K - $666K
|
75.5K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.63K- 5.18% |
$643K - $694K
|
84.8K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.97K- 5.52% |
$691K - $746K
|
85.1K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-9.5K- 0.94% |
$1.32M - $1.42M
|
1M
$137M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.9K- 3.15% |
$1.65M - $1.78M
|
365K
$49.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.8K- 26.6% |
$3.02M - $3.27M
|
60.1K
$8.2M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-21.8K- 26.6% |
$3.02M - $3.27M
|
60.1K
$8.2M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31.5K- 58.86% |
$4.38M - $4.73M
|
22K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.2K- 69.19% |
$4.75M - $5.13M
|
15.2K
$2.08M
|