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 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30.9K- 24.94% |
$2.75M - $3.03M
|
92.9K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-66.4K- 87.18% |
$5.92M - $6.51M
|
9.77K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-81.6K- 69.06% |
$7.27M - $8M
|
36.6K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-84.3K- 92.56% |
$7.51M - $8.27M
|
6.78K
$975K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-92.4K- 69.32% |
$8.23M - $9.06M
|
40.9K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-94.2K- 75.27% |
$8.39M - $9.23M
|
30.9K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-639K- 75.6% |
$56.9M - $62.6M
|
206K
$29.6M
|