Latest Institutional Purchases of Ishares Tr Russell 200 ETF (IWL)

IWL Quotes by TradingView

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 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
13
New
$1.3K - $1.5K
13 $1.88K
Q3 2023
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
7.39K
New
$762K - $814K
7.39K $1.07M
Nov 09, 2023 Q3 2023
Adams Wealth Management

BUY
 -
673
+ 21.37%
$69.4K - $74.1K
3.82K $553K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
630
New
$64.9K - $69.4K
630 $91.2K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
359
New
$37K - $39.5K
359 $52K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
180
New
$18.5K - $19.8K
180 $26K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
100
New
$10.3K - $11K
100 $14.5K
Q2 2023
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2K
New
$193K - $213K
2K $289K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.06K
New
$102K - $113K
1.06K $153K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
56
New
$5.4K - $5.97K
56 $8.1K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
16
New
$1.54K - $1.71K
16 $2.32K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
14
New
$1.35K - $1.49K
14 $2.03K
Q1 2023
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
104K
New
$9.27M - $10.2M
104K $15.1M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
3.69K
New
$328K - $361K
3.69K $533K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
78
New
$6.95K - $7.65K
78 $11.3K
Q4 2022
Feb 14, 2023 Q4 2022
Wexford Capital LP

Greenwich, CT
BUY
 -
165K
New
$14M - $15.9M
165K $23.9M
Feb 13, 2023 Q4 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
96.2K
New
$8.13M - $9.24M
96.2K $13.9M
Feb 14, 2023 Q4 2022
Aureus Asset Management, LLC

Boston, MA
BUY
 -
6K
New
$507K - $576K
6K $868K
Jan 18, 2023 Q4 2022
Essex Savings Bank

BUY
 -
3.92K
New
$331K - $376K
3.92K $567K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
500
New
$42.3K - $48K
500 $72.4K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
204
New
$17.2K - $19.6K
204 $29.5K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
138
New
$11.7K - $13.3K
138 $20K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
16
New
$1.35K - $1.54K
16 $2.32K
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
8
New
$676 - $768
8 $1.16K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
1
+ 3.03%
$84.6 - $96
34 $4.92K
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
19.2K
+ 44.69%
$1.63M - $1.96M
62.1K $8.99M
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
733
+ 8.28%
$62.2K - $75K
9.59K $1.39M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
296
+ 2.49%
$25.1K - $30.3K
12.2K $1.76M
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
5
+ 0.49%
$425 - $511
1.02K $147K
Q2 2022
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
23.3K
New
$2.02M - $2.55M
23.3K $3.37M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.55K
New
$568K - $716K
6.55K $948K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
425
New
$36.9K - $46.5K
425 $61.5K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
250
New
$21.7K - $27.4K
250 $36.2K
Jul 20, 2022 Q2 2022
Trust CO Of Vermont

BUY
 -
100
New
$8.68K - $10.9K
100 $14.5K
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

BUY
 -
24
New
$2.08K - $2.63K
24 $3.47K
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
11
+ 0.43%
$955 - $1.2K
2.57K $372K
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
157K
New
$15.6M - $18M
157K $22.7M
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
6
+ 150.0%
$596 - $690
10 $1.45K
Q4 2021
Feb 15, 2022 Q4 2021
Hb Wealth Management, LLC

BUY
 -
5.67K
New
$582K - $651K
5.67K $821K
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
25K
New
$2.56M - $2.72M
25K $3.62M
Nov 12, 2021 Q3 2021
Holderness Investments CO

Greensboro, NC
BUY
 -
3.14K
New
$322K - $342K
3.14K $455K
Q4 2020
Jan 13, 2021 Q4 2020
Pinnacle Bancorp, Inc.

BUY
 -
552
New
$43.4K - $49.8K
552 $79.9K
Q1 2020
May 11, 2020 Q1 2020
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
3.93K
New
$211K - $313K
3.93K $569K
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
58
+ 28.57%
$3.11K - $4.62K
261 $37.8K
Q2 2019
Aug 13, 2019 Q2 2019
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
226
New
N/A
226 $32.7K
Q2 2018
Jul 31, 2018 Q2 2018
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
4.55K
New
N/A
4.55K $658K
Q3 2017
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
N/A
1 $145

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