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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
931+ 48.85% |
$114K - $143K
|
2.84K
$464K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
810+ 54.69% |
$99.1K - $124K
|
2.29K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
692New |
$84.7K - $106K
|
692
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
537+ 2.85% |
$65.7K - $82.2K
|
19.4K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
492+ 292.86% |
$60.2K - $75.3K
|
660
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
488+ 1.99% |
$59.7K - $74.7K
|
25.1K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
466+ 3.46% |
$57K - $71.4K
|
13.9K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
427+ 6.96% |
$52.2K - $65.4K
|
6.56K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
392+ 25.47% |
$48K - $60K
|
1.93K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
335+ 0.54% |
$41K - $51.3K
|
62K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
335+ 0.54% |
$41K - $51.3K
|
62K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
292New |
$35.7K - $44.7K
|
292
$47.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
236+ 3.59% |
$28.9K - $36.1K
|
6.81K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
194+ 0.21% |
$23.7K - $29.7K
|
93K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
165+ 10.7% |
$20.2K - $25.3K
|
1.71K
$279K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
127+ 4.91% |
$15.5K - $19.4K
|
2.71K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124+ 0.52% |
$15.2K - $19K
|
23.8K
$3.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
79+ 0.08% |
$9.67K - $12.1K
|
100K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 0.87% |
$9.54K - $11.9K
|
9K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78+ 1.74% |
$9.54K - $11.9K
|
4.56K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
55New |
$6.73K - $8.42K
|
55
$8.99K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
51+ 2550.0% |
$6.24K - $7.81K
|
53
$8.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49+ 17.82% |
$6K - $7.5K
|
324
$53K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
46New |
$5.63K - $7.04K
|
46
$7.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
43+ 1.08% |
$5.26K - $6.58K
|
4.03K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34New |
$4.16K - $5.21K
|
34
$5.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
20+ 3.03% |
$2.45K - $3.06K
|
680
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.5% |
$1.35K - $1.68K
|
2.21K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
5+ 0.22% |
$612 - $766
|
2.26K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$489 - $612
|
1.6K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.05% |
$367 - $459
|
5.69K
$930K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.31% |
$245 - $306
|
640
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$122 - $153
|
3.16K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$122 - $153
|
5.42K
$886K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$122 - $153
|
1.81K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
171KNew |
$23.2M - $25.9M
|
171K
$27.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
39.2KNew |
$5.32M - $5.94M
|
39.2K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
30.8KNew |
$4.18M - $4.67M
|
30.8K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
30K+ 300.0% |
$4.07M - $4.55M
|
40K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
12.4K+ 26.49% |
$1.68M - $1.87M
|
59K
$9.64M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 62.31% |
$1.29M - $1.44M
|
24.7K
$4.04M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$255K - $285K
|
1.88K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.83KNew |
$248K - $277K
|
1.83K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.7KNew |
$231K - $258K
|
1.7K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.55K+ 111.51% |
$211K - $235K
|
2.94K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
305+ 81.33% |
$41.4K - $46.3K
|
680
$111K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
215+ 11.62% |
$29.2K - $32.6K
|
2.07K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
140New |
$19K - $21.2K
|
140
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
130New |
$17.7K - $19.7K
|
130
$21.3K
|
|