Latest Institutional Purchases of Ishares Tr Russell 200 ETF (IWL)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 200 ETF (IWL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
183KNew |
$25.4M - $27.4M
|
183K
$27.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
62.1KNew |
$8.62M - $9.31M
|
62.1K
$9.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
31.4KNew |
$4.36M - $4.71M
|
31.4K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
29.4KNew |
$4.08M - $4.4M
|
29.4K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25K+ 151.2% |
$3.48M - $3.76M
|
41.6K
$6.22M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$2.72M - $2.93M
|
19.6K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
12.2K+ 80.9% |
$1.7M - $1.83M
|
27.3K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.05KNew |
$1.26M - $1.36M
|
9.05K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.19KNew |
$860K - $929K
|
6.19K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.06K+ 56.3% |
$842K - $909K
|
16.8K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.82KNew |
$669K - $722K
|
4.82K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.97KNew |
$551K - $595K
|
3.97K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.86K+ 1.95% |
$537K - $579K
|
201K
$30.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.51K+ 65.1% |
$348K - $376K
|
6.35K
$949K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.97K+ 2.15% |
$274K - $296K
|
93.6K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$196K - $211K
|
1.41K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.4KNew |
$194K - $210K
|
1.4K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.32KNew |
$183K - $198K
|
1.32K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.07K+ 1.05% |
$149K - $160K
|
103K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
659New |
$91.5K - $98.8K
|
659
$98.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
529+ 9.35% |
$73.5K - $79.3K
|
6.19K
$925K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
324+ 11.01% |
$45K - $48.6K
|
3.27K
$488K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
275New |
$38.2K - $41.2K
|
275
$41.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
231+ 5.44% |
$32.1K - $34.6K
|
4.47K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
154+ 5.64% |
$21.4K - $23.1K
|
2.89K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
130New |
$18.1K - $19.5K
|
130
$19.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80New |
$11.1K - $12K
|
80
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
35New |
$4.86K - $5.25K
|
35
$5.23K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
33New |
$4.58K - $4.95K
|
33
$4.93K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11+ 0.28% |
$1.53K - $1.65K
|
3.87K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$556 - $600
|
1.6K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$139 - $150
|
3.16K
$471K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 27.43% |
$20.2M - $22.5M
|
743K
$111M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51.8K+ 256.65% |
$6.55M - $7.28M
|
72K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
50.4K+ 48.82% |
$6.37M - $7.08M
|
154K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.2K+ 962.32% |
$3.81M - $4.24M
|
33.3K
$4.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 640.8% |
$2.53M - $2.82M
|
23.2K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 62.32% |
$2.4M - $2.67M
|
49.5K
$7.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$1.45M - $1.62M
|
11.5K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.4KNew |
$1.43M - $1.59M
|
11.4K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 3.6% |
$1.34M - $1.49M
|
305K
$45.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.85KNew |
$992K - $1.1M
|
7.85K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.74K+ 1.91% |
$978K - $1.09M
|
412K
$61.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.43K+ 62.62% |
$939K - $1.04M
|
19.3K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.69K+ 13.03% |
$719K - $799K
|
49.4K
$7.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.24K+ 12.61% |
$662K - $736K
|
46.8K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.11K+ 44.99% |
$645K - $717K
|
16.5K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.8K+ 25.93% |
$480K - $534K
|
18.5K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.5K+ 11.28% |
$442K - $492K
|
34.6K
$5.16M
|
|