Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 2024. 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 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
596+ 20.03% |
$67.5K - $75.8K
|
3.57K
$513K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
588New |
$66.6K - $74.7K
|
588
$84.5K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
548+ 0.68% |
$62K - $69.7K
|
81.2K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
496+ 14.35% |
$56.1K - $63.1K
|
3.95K
$568K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
350+ 2.61% |
$39.6K - $44.5K
|
13.8K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
310+ 1.05% |
$35.1K - $39.4K
|
30K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17K - $19.1K
|
150
$21.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61New |
$6.91K - $7.75K
|
61
$8.76K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 1.33% |
$6.57K - $7.37K
|
4.41K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$4.53K - $5.08K
|
40
$5.75K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
21+ 1.95% |
$2.38K - $2.67K
|
1.1K
$158K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$1.58K - $1.78K
|
11K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.26% |
$1.58K - $1.78K
|
5.44K
$782K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
10New |
$1.13K - $1.27K
|
10
$1.44K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$1.13K - $1.27K
|
10.4K
$1.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3New |
$340 - $381
|
3
$431
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.03% |
$226 - $254
|
6.09K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$113 - $127
|
3.15K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-1- 0.03% |
$113 - $127
|
2.89K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.02% |
$453 - $508
|
16.1K
$2.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-14- 0.49% |
$1.58K - $1.78K
|
2.86K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-21- 0.05% |
$2.38K - $2.67K
|
43.1K
$6.2M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35- 0.19% |
$3.96K - $4.45K
|
18K
$2.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-44- 2.37% |
$4.98K - $5.59K
|
1.81K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-45- 8.52% |
$5.09K - $5.72K
|
483
$69.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-47- 1.22% |
$5.32K - $5.97K
|
3.8K
$546K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-57- 2.06% |
$6.45K - $7.25K
|
2.72K
$390K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-71- 2.31% |
$8.04K - $9.03K
|
3.01K
$432K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-98- 16.96% |
$11.1K - $12.5K
|
480
$69K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125- 2.46% |
$14.2K - $15.9K
|
4.95K
$711K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-218- 1.08% |
$24.7K - $27.7K
|
19.9K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-257- 3.26% |
$29.1K - $32.7K
|
7.62K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-284- 2.48% |
$32.1K - $36.1K
|
11.2K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-289- 4.51% |
$32.7K - $36.7K
|
6.12K
$880K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-319- 0.27% |
$36.1K - $40.6K
|
118K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-320- 4.8% |
$36.2K - $40.7K
|
6.35K
$912K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-376- 27.31% |
$42.6K - $47.8K
|
1K
$144K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 16.67% |
$45.3K - $50.8K
|
2K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-404- 1.31% |
$45.7K - $51.4K
|
30.5K
$4.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-448- 2.23% |
$50.7K - $56.9K
|
19.6K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-453- 12.6% |
$51.3K - $57.6K
|
3.14K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-503- 9.81% |
$56.9K - $63.9K
|
4.62K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-505- 1.94% |
$57.2K - $64.2K
|
25.5K
$3.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-586- 7.33% |
$66.3K - $74.5K
|
7.41K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-604- 2.7% |
$68.4K - $76.8K
|
21.7K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-666- 3.37% |
$75.4K - $84.7K
|
19.1K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-807- 20.65% |
$91.4K - $103K
|
3.1K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-828- 6.27% |
$93.7K - $105K
|
12.4K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-863- 32.6% |
$97.7K - $110K
|
1.78K
$256K
|