Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37- 3.69% |
$3.3K - $3.63K
|
965
$139K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-44- 1.31% |
$3.92K - $4.31K
|
3.31K
$475K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-62- 10.37% |
$5.52K - $6.08K
|
536
$77K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-73- 5.59% |
$6.5K - $7.16K
|
1.23K
$177K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-105- 3.77% |
$9.35K - $10.3K
|
2.68K
$385K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-105- 8.07% |
$9.35K - $10.3K
|
1.2K
$172K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-205- 3.73% |
$18.3K - $20.1K
|
5.28K
$759K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-305- 12.53% |
$27.2K - $29.9K
|
2.13K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-310- 4.32% |
$27.6K - $30.4K
|
6.87K
$987K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-316- 29.29% |
$28.1K - $31K
|
763
$110K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-376- 5.49% |
$33.5K - $36.9K
|
6.47K
$930K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-520- 15.59% |
$46.3K - $51K
|
2.82K
$404K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-532- 0.39% |
$47.4K - $52.2K
|
136K
$19.6M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-623- 6.66% |
$55.5K - $61.1K
|
8.74K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-721- 18.97% |
$64.2K - $70.7K
|
3.08K
$443K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-995- 1.19% |
$88.6K - $97.5K
|
82.4K
$11.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.16K- 11.44% |
$103K - $113K
|
8.95K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 5.3% |
$111K - $122K
|
22.2K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 11.42% |
$134K - $147K
|
11.7K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.53K- 7.43% |
$136K - $150K
|
19K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.81K- 92.74% |
$161K - $178K
|
142
$20.4K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.85K- 4.79% |
$165K - $181K
|
36.8K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.46K- 3.2% |
$219K - $241K
|
74.5K
$10.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.86K- 22.83% |
$254K - $280K
|
9.66K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 58.2% |
$260K - $286K
|
2.1K
$301K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 1.76% |
$285K - $314K
|
179K
$25.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.99K- 12.49% |
$355K - $391K
|
27.9K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.12K- 3.84% |
$367K - $404K
|
103K
$14.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.59K- 18.25% |
$409K - $450K
|
20.6K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.01K- 9.82% |
$536K - $590K
|
55.2K
$7.93M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.6K- 18.73% |
$588K - $647K
|
28.6K
$4.11M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-6.68K- 6.43% |
$595K - $655K
|
97.2K
$14M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-7.78K- 72.76% |
$693K - $763K
|
2.91K
$418K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.94K- 47.79% |
$707K - $778K
|
8.68K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.02K- 63.29% |
$714K - $786K
|
4.65K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.35K- 72.69% |
$743K - $818K
|
3.14K
$450K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.48K- 69.55% |
$755K - $831K
|
3.71K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.03K- 19.36% |
$804K - $885K
|
37.6K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-10.4K- 67.88% |
$924K - $1.02M
|
4.91K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-11.1K- 33.01% |
$991K - $1.09M
|
22.6K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14.1K- 30.59% |
$1.26M - $1.39M
|
32.1K
$4.61M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.3K- 39.88% |
$1.54M - $1.7M
|
26.1K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20K- 5.22% |
$1.78M - $1.96M
|
363K
$52.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-20K- 5.51% |
$1.78M - $1.96M
|
343K
$49.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-20K- 7.11% |
$1.78M - $1.96M
|
261K
$37.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.4K- 20.43% |
$1.99M - $2.19M
|
87.1K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-25.7K- 22.18% |
$2.29M - $2.52M
|
90.2K
$13M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-29.8K- 39.98% |
$2.66M - $2.92M
|
44.8K
$6.43M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.2K- 21.41% |
$2.69M - $2.97M
|
111K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-30.6K- 60.66% |
$2.72M - $3M
|
19.8K
$2.85M
|