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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.7KNew |
$231K - $258K
|
1.7K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 2.65% |
$216K - $242K
|
61.7K
$9.45M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 2.65% |
$216K - $242K
|
61.7K
$9.45M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.58K+ 47.75% |
$215K - $240K
|
4.9K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.55K+ 111.51% |
$211K - $235K
|
2.94K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.54KNew |
$209K - $234K
|
1.54K
$236K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.54KNew |
$209K - $234K
|
1.54K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
990+ 3.84% |
$134K - $150K
|
26.7K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
920+ 9.75% |
$125K - $140K
|
10.4K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
912+ 15.4% |
$124K - $138K
|
6.83K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
788+ 55.89% |
$107K - $120K
|
2.2K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
768+ 3.23% |
$104K - $117K
|
24.6K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
567+ 2.38% |
$77K - $86K
|
24.4K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
305+ 81.33% |
$41.4K - $46.3K
|
680
$104K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
242+ 80.67% |
$32.9K - $36.7K
|
542
$83.1K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
215+ 11.62% |
$29.2K - $32.6K
|
2.07K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
215+ 1.28% |
$29.2K - $32.6K
|
17K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 1.06% |
$19.2K - $21.4K
|
13.5K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
140New |
$19K - $21.2K
|
140
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
130New |
$17.7K - $19.7K
|
130
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
129+ 5.25% |
$17.5K - $19.6K
|
2.59K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85+ 0.45% |
$11.5K - $12.9K
|
18.8K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
83New |
$11.3K - $12.6K
|
83
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
64+ 1.05% |
$8.69K - $9.71K
|
6.14K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59+ 1.05% |
$8.01K - $8.95K
|
5.69K
$872K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
55New |
$7.47K - $8.35K
|
55
$8.43K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22+ 12.36% |
$2.99K - $3.34K
|
200
$30.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17New |
$2.31K - $2.58K
|
17
$2.61K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10+ 13.33% |
$1.36K - $1.52K
|
85
$13K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$951 - $1.06K
|
4.48K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
6+ 0.27% |
$815 - $910
|
2.25K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
5+ 0.11% |
$679 - $759
|
4.53K
$694K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$543 - $607
|
1.6K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2+ 0.29% |
$272 - $303
|
684
$105K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.79% |
$136 - $152
|
127
$19.5K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$136 - $152
|
3.16K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.15% |
$136 - $152
|
660
$101K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1New |
$136 - $152
|
1
$153
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 225.54% |
$5.88M - $6.34M
|
61K
$9.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
42.2KNew |
$5.86M - $6.33M
|
42.2K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$1.39M - $1.5M
|
10K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.05KNew |
$1.26M - $1.36M
|
9.05K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.48K+ 136.46% |
$900K - $972K
|
11.2K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.97KNew |
$551K - $595K
|
3.97K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.35KNew |
$327K - $353K
|
2.35K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.33KNew |
$324K - $349K
|
2.33K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$201K - $217K
|
1.45K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.41KNew |
$196K - $212K
|
1.41K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.4KNew |
$194K - $210K
|
1.4K
$215K
|
|