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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.32KNew |
$183K - $198K
|
1.32K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
351New |
$48.8K - $52.6K
|
351
$53.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
154+ 5.64% |
$21.4K - $23.1K
|
2.89K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
130New |
$18.1K - $19.5K
|
130
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123New |
$17.1K - $18.4K
|
123
$18.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80New |
$11.1K - $12K
|
80
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35New |
$4.86K - $5.25K
|
35
$5.37K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
33New |
$4.58K - $4.95K
|
33
$5.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.35% |
$417 - $450
|
859
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1New |
$139 - $150
|
1
$153
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51.8K+ 256.65% |
$6.55M - $7.28M
|
72K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.4KNew |
$1.43M - $1.59M
|
11.4K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.52K+ 1.16% |
$318K - $354K
|
220K
$33.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
2.5KNew |
$316K - $351K
|
2.5K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.18KNew |
$276K - $306K
|
2.18K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$256K - $284K
|
2.03K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
884+ 199.55% |
$112K - $124K
|
1.33K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
808+ 21.78% |
$102K - $113K
|
4.52K
$692K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
586+ 26.56% |
$74K - $82.3K
|
2.79K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
369New |
$46.6K - $51.8K
|
369
$56.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
158+ 1580.0% |
$20K - $22.2K
|
168
$25.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$62.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
81New |
$9.76K - $10.9K
|
81
$12.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38New |
$4.58K - $5.11K
|
38
$5.83K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4KNew |
$2.31M - $2.6M
|
20.4K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$643K - $722K
|
5.68K
$871K
|
|
|
May 14, 2024
Q1 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
CALL |
3.5KNew |
$396K - $445K
|
3.5K
$537K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
690New |
$78.1K - $87.7K
|
690
$106K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17K - $19.1K
|
150
$23K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.33% |
$6.57K - $7.37K
|
4.41K
$675K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.26% |
$1.58K - $1.78K
|
5.44K
$834K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3New |
$340 - $381
|
3
$460
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
194K+ 1219.7% |
$19.4M - $22.4M
|
210K
$32.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.13KNew |
$711K - $823K
|
7.13K
$1.09M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.52KNew |
$351K - $406K
|
3.52K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$200K - $231K
|
2K
$307K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
767New |
$76.5K - $88.6K
|
767
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$9.98K - $11.5K
|
100
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
16New |
$1.6K - $1.85K
|
16
$2.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13New |
$1.3K - $1.5K
|
13
$1.99K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.39KNew |
$762K - $814K
|
7.39K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
673+ 21.37% |
$69.4K - $74.1K
|
3.82K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
630New |
$64.9K - $69.4K
|
630
$96.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
359New |
$37K - $39.5K
|
359
$55K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180New |
$18.5K - $19.8K
|
180
$27.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10.3K - $11K
|
100
$15.3K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2KNew |
$193K - $213K
|
2K
$307K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$102K - $113K
|
1.06K
$162K
|
|