Latest Institutional Transactions on Ishares Tr Russell 200 ETF (IWL)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 200 ETF (IWL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.6K- 28.39% |
$1.42M - $1.77M
|
29.2K
$4.54M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.41K- 36.89% |
$295K - $369K
|
4.12K
$641K
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-96.4K- 50.86% |
$11.8M - $14.8M
|
93.1K
$14.5M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
93.5KNew |
$11.4M - $14.3M
|
93.5K
$14.5M
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.23K- 4.62% |
$150K - $188K
|
25.3K
$3.93M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19KNew |
$268K - $335K
|
2.19K
$340K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.1K- 48.76% |
$4.42M - $5.53M
|
37.9K
$5.9M
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
979+ 1.33% |
$120K - $150K
|
74.4K
$11.6M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
166K+ 437.01% |
$20.3M - $25.4M
|
204K
$31.7M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-165- 2.83% |
$20.2K - $25.3K
|
5.66K
$880K
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.79KNew |
$218K - $273K
|
1.79K
$278K
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-167- 6.16% |
$20.4K - $25.6K
|
2.55K
$396K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
46New |
$5.63K - $7.04K
|
46
$7.15K
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.14K- 46.93% |
$261K - $327K
|
2.42K
$376K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.03K+ 23.63% |
$493K - $617K
|
21.1K
$3.28M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.31% |
$245 - $306
|
640
$99.5K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
427+ 6.96% |
$52.2K - $65.4K
|
6.56K
$1.02M
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-102- 3.44% |
$12.5K - $15.6K
|
2.86K
$445K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$122 - $153
|
5.42K
$842K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-252- 2.85% |
$30.8K - $38.6K
|
8.58K
$1.33M
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-4- 0.17% |
$489 - $612
|
2.41K
$375K
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-239- 10.16% |
$29.2K - $36.6K
|
2.11K
$329K
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.4K+ 10.03% |
$171K - $214K
|
15.3K
$2.38M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-162- 1.17% |
$19.8K - $24.8K
|
13.6K
$2.12M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.92K+ 59.03% |
$358K - $448K
|
7.88K
$1.22M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$122 - $153
|
1.81K
$282K
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 21.92% |
$183K - $229K
|
8.33K
$1.3M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 1.11% |
$734 - $919
|
536
$83.3K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 2.72% |
$1.84K - $2.3K
|
537
$83.5K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.77KNew |
$1.07M - $1.34M
|
8.77K
$1.36M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-147- 58.33% |
$18K - $22.5K
|
105
$16.3K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.96K- 46.16% |
$362K - $452K
|
3.45K
$536K
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.16K- 19.66% |
$386K - $483K
|
12.9K
$2.01M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.59K- 35.39% |
$929K - $1.16M
|
13.9K
$2.15M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-22.8K- 3.96% |
$2.79M - $3.5M
|
554K
$86.1M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.37KNew |
$413K - $516K
|
3.37K
$524K
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
179KNew |
$21.9M - $27.4M
|
179K
$27.8M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-148- 77.49% |
$18.1K - $22.7K
|
43
$6.69K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$178K - $222K
|
1.45K
$226K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
810+ 54.69% |
$99.1K - $124K
|
2.29K
$356K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3.43KNew |
$419K - $525K
|
3.43K
$533K
|
|
Q1 2025 | |||||||
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$543 - $607
|
1.6K
$249K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.4K- 97.83% |
$1.68M - $1.88M
|
275
$42.8K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 7.66% |
$21.5K - $24K
|
1.91K
$296K
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
14.4KNew |
$1.96M - $2.19M
|
14.4K
$2.24M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-36.7K- 43.29% |
$4.98M - $5.57M
|
48.1K
$7.48M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
55New |
$7.47K - $8.35K
|
55
$8.55K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.6K+ 19.67% |
$6.87M - $7.68M
|
308K
$47.9M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.55K+ 111.51% |
$211K - $235K
|
2.94K
$457K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.07K- 3.5% |
$145K - $162K
|
29.5K
$4.58M
|