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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
725New |
$91.6K - $102K
|
725
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-19- 0.13% |
$2.4K - $2.67K
|
14.9K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
260+ 13.61% |
$32.8K - $36.5K
|
2.17K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
661+ 19.09% |
$83.5K - $92.8K
|
4.12K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11.4K- 66.6% |
$1.43M - $1.6M
|
5.7K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
50.4K+ 48.82% |
$6.37M - $7.08M
|
154K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.16K- 8.29% |
$272K - $303K
|
23.9K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.43K+ 62.62% |
$939K - $1.04M
|
19.3K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56K- 0.86% |
$196K - $218K
|
178K
$25.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.2K- 28.63% |
$1.29M - $1.43M
|
25.4K
$3.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 10.97% |
$166K - $185K
|
10.7K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 3.6% |
$1.34M - $1.49M
|
305K
$43.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-58- 0.29% |
$7.33K - $8.15K
|
19.6K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
24.4K+ 5.06% |
$3.09M - $3.43M
|
507K
$72.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
85+ 2.72% |
$10.7K - $11.9K
|
3.21K
$462K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-396- 5.81% |
$50K - $55.6K
|
6.43K
$923K
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 2.73% |
$157K - $175K
|
46.8K
$6.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.24K+ 12.61% |
$662K - $736K
|
46.8K
$6.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-2.87K- 4.65% |
$362K - $402K
|
58.8K
$8.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.42K- 36.83% |
$180K - $200K
|
2.44K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-332- 1.2% |
$41.9K - $46.6K
|
27.2K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
586+ 26.56% |
$74K - $82.3K
|
2.79K
$401K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.52K+ 1.16% |
$318K - $354K
|
220K
$31.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
84K+ 9.06% |
$10.6M - $11.8M
|
1.01M
$145M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.24KNew |
$283K - $314K
|
2.24K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 1580.0% |
$20K - $22.2K
|
168
$24.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
371+ 6.75% |
$46.9K - $52.1K
|
5.87K
$843K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$58.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16K- 16.37% |
$2.02M - $2.25M
|
81.9K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$256K - $284K
|
2.03K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-3.86K- 4.31% |
$488K - $543K
|
85.8K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.69K- 1.84% |
$213K - $237K
|
90K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
456New |
$57.6K - $64K
|
456
$65.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.4K- 18.6% |
$3.71M - $4.12M
|
128K
$18.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-57.2K- 70.17% |
$7.22M - $8.03M
|
24.3K
$3.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 1.4% |
$9.85K - $11K
|
5.66K
$813K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
251New |
$31.7K - $35.3K
|
251
$36.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-28- 0.26% |
$3.54K - $3.93K
|
10.9K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.27K- 7.14% |
$161K - $179K
|
16.6K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.54K- 10.52% |
$573K - $637K
|
38.6K
$5.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
15.1KNew |
$1.91M - $2.12M
|
15.1K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51.8K+ 256.65% |
$6.55M - $7.28M
|
72K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-681- 8.99% |
$86K - $95.6K
|
6.89K
$990K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-7.35K- 7.42% |
$928K - $1.03M
|
91.7K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
238+ 1.9% |
$30.1K - $33.4K
|
12.8K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13+ 0.34% |
$1.64K - $1.83K
|
3.86K
$555K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-18- 0.61% |
$2.27K - $2.53K
|
2.94K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 640.8% |
$2.53M - $2.82M
|
23.2K
$3.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
39+ 1.43% |
$4.93K - $5.48K
|
2.76K
$397K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$383K - $426K
|
3.03K
$436K
|