Diversified Trust CO Ishares Tr Russell 200 ETF Transaction History

Diversified Trust CO

$3.93 Billion
Q3 2025

A detailed history of Diversified Trust CO transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Diversified Trust CO holds 2,859 shares of IWL stock, worth $474,365. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,859

Holding current value

$474,365

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$152.78 - $166.59 $436,798 - $476,280	2,859 New	2,859 $474,000

Others Institutions Holding IWL

# of Institutions

217

Shares Held

8.33M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

691K
Shares

$115 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$102 Million
0.01% of portfolio
Tompkins Financial Corp

553K
Shares

$91.7 Million
7.86% of portfolio
Gilbert & Cook, Inc.

531K
Shares

$88.2 Million
11.19% of portfolio
Richmond Investment Services, LLC Mequon, WI

377K
Shares

$62.5 Million
12.18% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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