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 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.52K+ 1.16% |
$318K - $354K
|
220K
$34.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$63.6K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$256K - $284K
|
2.03K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51.8K+ 256.65% |
$6.55M - $7.28M
|
72K
$11.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-870- 26.77% |
$110K - $122K
|
2.38K
$370K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
808+ 21.78% |
$102K - $113K
|
4.52K
$702K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.09K- 5.5% |
$251K - $281K
|
35.8K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
81New |
$9.76K - $10.9K
|
81
$12.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 3.28% |
$241 - $269
|
59
$9.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34K- 54.55% |
$4.09M - $4.57M
|
28.3K
$4.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-39.9K- 69.1% |
$4.81M - $5.37M
|
17.9K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-197- 6.27% |
$23.7K - $26.5K
|
2.94K
$458K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$4.58K - $5.11K
|
38
$5.91K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-540- 3.93% |
$65.1K - $72.7K
|
13.2K
$2.05M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
690New |
$78.1K - $87.7K
|
690
$107K
|
|
|
May 14, 2024
Q1 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
3.5KNew |
$396K - $445K
|
3.5K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.33% |
$6.57K - $7.37K
|
4.41K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17K - $19.1K
|
150
$23.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$643K - $722K
|
5.68K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4KNew |
$2.31M - $2.6M
|
20.4K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.26% |
$1.58K - $1.78K
|
5.44K
$846K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.13K- 18.41% |
$467K - $524K
|
18.3K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-963- 3.46% |
$109K - $122K
|
26.8K
$4.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.72K- 2.62% |
$195K - $219K
|
64.1K
$9.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3New |
$340 - $381
|
3
$467
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 16.67% |
$45.3K - $50.8K
|
2K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.96% |
$11.1K - $12.5K
|
480
$74.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-880- 17.68% |
$99.6K - $112K
|
4.1K
$637K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$200K - $231K
|
2K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$2.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$2.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$9.98K - $11.5K
|
100
$15.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$1.6K - $1.85K
|
16
$2.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.13KNew |
$711K - $823K
|
7.13K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
194K+ 1219.7% |
$19.4M - $22.4M
|
210K
$32.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 33.33% |
$99.8 - $115
|
2
$311
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
767New |
$76.5K - $88.6K
|
767
$119K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52KNew |
$351K - $406K
|
3.52K
$547K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26- 49.06% |
$2.68K - $2.86K
|
27
$4.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180New |
$18.5K - $19.8K
|
180
$28K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.39KNew |
$762K - $814K
|
7.39K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.83K- 29.96% |
$395K - $422K
|
8.95K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
673+ 21.37% |
$69.4K - $74.1K
|
3.82K
$594K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
359New |
$37K - $39.5K
|
359
$55.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
630New |
$64.9K - $69.4K
|
630
$98K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10.3K - $11K
|
100
$15.6K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$3.37K - $3.73K
|
35
$5.44K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$102K - $113K
|
1.06K
$165K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56New |
$5.4K - $5.97K
|
56
$8.71K
|
|