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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 1580.0% |
$20K - $22.2K
|
168
$24.3K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
134New |
$16.9K - $18.8K
|
134
$19.4K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131+ 1.02% |
$16.5K - $18.4K
|
13K
$1.88M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
85+ 2.72% |
$10.7K - $11.9K
|
3.21K
$465K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
83+ 1.72% |
$10.5K - $11.7K
|
4.92K
$712K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 1.4% |
$9.85K - $11K
|
5.66K
$819K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
39+ 1.43% |
$4.93K - $5.48K
|
2.76K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
35New |
$4.42K - $4.92K
|
35
$5.06K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 1.04% |
$2.65K - $2.95K
|
2.04K
$295K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13+ 0.34% |
$1.64K - $1.83K
|
3.86K
$559K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.32% |
$632 - $702
|
1.59K
$230K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.02% |
$379 - $421
|
18.4K
$2.66M
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$126 - $140
|
3.15K
$456K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$59.2K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$126 - $140
|
6.29K
$910K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $140
|
1.81K
$263K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
235KNew |
$28.3M - $31.6M
|
235K
$34M
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
42.9KNew |
$5.17M - $5.77M
|
42.9K
$6.21M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23.5KNew |
$2.83M - $3.16M
|
23.5K
$3.4M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.1KNew |
$2.06M - $2.3M
|
17.1K
$2.47M
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.2KNew |
$1.96M - $2.18M
|
16.2K
$2.35M
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.87KNew |
$225K - $252K
|
1.87K
$271K
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.74K+ 2.22% |
$210K - $234K
|
80.4K
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$243K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$36.2K - $40.4K
|
300
$43.4K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
218New |
$26.3K - $29.3K
|
218
$31.5K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
81New |
$9.76K - $10.9K
|
81
$11.7K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 1.04% |
$6.03K - $6.73K
|
4.85K
$701K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$4.58K - $5.11K
|
38
$5.5K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4KNew |
$2.31M - $2.6M
|
20.4K
$2.96M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$643K - $722K
|
5.68K
$822K
|
|
May 14, 2024
Q1 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
3.5KNew |
$396K - $445K
|
3.5K
$506K
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
690New |
$78.1K - $87.7K
|
690
$99.8K
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
151+ 0.2% |
$17.1K - $19.2K
|
77.2K
$11.2M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17K - $19.1K
|
150
$21.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.33% |
$6.57K - $7.37K
|
4.41K
$638K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$4.53K - $5.08K
|
40
$5.79K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.26% |
$1.58K - $1.78K
|
5.44K
$787K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3New |
$340 - $381
|
3
$434
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
194K+ 1219.7% |
$19.4M - $22.4M
|
210K
$30.4M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
61.2K+ 3631.81% |
$6.1M - $7.07M
|
62.9K
$9.1M
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.13KNew |
$711K - $823K
|
7.13K
$1.03M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52KNew |
$351K - $406K
|
3.52K
$509K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$200K - $231K
|
2K
$289K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
767New |
$76.5K - $88.6K
|
767
$111K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125New |
$12.5K - $14.4K
|
125
$18.1K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$9.98K - $11.5K
|
100
$14.5K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$1.6K - $1.85K
|
16
$2.32K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.88K
|