Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25+ 12.32% |
$2.48K - $2.87K
|
228
$33.9K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 1.29% |
$2.48K - $2.87K
|
1.97K
$292K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.99K - $2.3K
|
20
$2.97K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 0.79% |
$1.99K - $2.3K
|
2.57K
$381K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 150.0% |
$596 - $690
|
10
$1.48K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$397 - $460
|
3.15K
$468K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$298 - $345
|
1.01K
$150K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$99.3 - $115
|
3.14K
$466K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$199 - $230
|
9.45K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-33- 0.26% |
$3.28K - $3.79K
|
12.5K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-60- 0.2% |
$5.96K - $6.9K
|
30.1K
$4.46M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81- 1.41% |
$8.04K - $9.31K
|
5.68K
$843K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-100Closed |
$9.93K - $11.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-118- 0.99% |
$11.7K - $13.6K
|
11.9K
$1.76M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-133- 4.94% |
$13.2K - $15.3K
|
2.56K
$380K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-144- 4.52% |
$14.3K - $16.5K
|
3.04K
$452K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-150- 9.98% |
$14.9K - $17.2K
|
1.35K
$201K
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-173- 8.21% |
$17.2K - $19.9K
|
1.93K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200Closed |
$19.9K - $23K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-216- 2.38% |
$21.5K - $24.8K
|
8.88K
$1.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-249- 10.18% |
$24.7K - $28.6K
|
2.2K
$326K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-273- 1.78% |
$27.1K - $31.4K
|
15K
$2.23M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-290Closed |
$28.8K - $33.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-296Closed |
$29.4K - $34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-337- 5.55% |
$33.5K - $38.7K
|
5.74K
$852K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-353- 43.74% |
$35.1K - $40.6K
|
454
$67.4K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-388- 3.97% |
$38.5K - $44.6K
|
9.38K
$1.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-452Closed |
$44.9K - $51.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-490- 1.25% |
$48.7K - $56.3K
|
38.8K
$5.77M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-742- 24.15% |
$73.7K - $85.3K
|
2.33K
$346K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-920Closed |
$91.4K - $106K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-995- 26.59% |
$98.8K - $114K
|
2.75K
$408K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 1.32% |
$147K - $170K
|
111K
$16.5M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.69K- 18.51% |
$168K - $194K
|
7.44K
$1.1M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-1.82KClosed |
$181K - $209K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.84KClosed |
$183K - $212K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.87K- 11.27% |
$186K - $215K
|
14.8K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.95K- 22.74% |
$193K - $224K
|
6.61K
$982K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.11KClosed |
$209K - $242K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.39KClosed |
$237K - $274K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.73K- 67.73% |
$271K - $313K
|
1.3K
$193K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.97K- 15.74% |
$295K - $342K
|
15.9K
$2.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-3.1K- 56.99% |
$308K - $356K
|
2.34K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.35K- 26.57% |
$333K - $385K
|
9.26K
$1.37M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-3.42KClosed |
$339K - $393K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.92K- 16.21% |
$389K - $450K
|
20.2K
$3.01M
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.45K- 4.23% |
$442K - $511K
|
101K
$14.9M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7.06K- 6.17% |
$701K - $812K
|
107K
$15.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.49K- 3.34% |
$744K - $861K
|
217K
$32.2M
|