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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-880- 17.68% |
$99.6K - $112K
|
4.1K
$589K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-942- 1.01% |
$107K - $120K
|
92.1K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-963- 3.46% |
$109K - $122K
|
26.8K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.06K- 13.46% |
$120K - $135K
|
6.82K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.06K- 38.63% |
$120K - $135K
|
1.68K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.1K- 1.03% |
$125K - $140K
|
106K
$15.2M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.11K- 5.8% |
$125K - $141K
|
18K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 2.62% |
$128K - $144K
|
42.1K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.24K- 6.88% |
$140K - $158K
|
16.8K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.46K- 16.68% |
$165K - $186K
|
7.3K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.5K- 0.74% |
$170K - $191K
|
201K
$28.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.72K- 2.62% |
$195K - $219K
|
64.1K
$9.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.34K- 15.02% |
$265K - $297K
|
13.2K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.97K- 6.51% |
$336K - $378K
|
42.6K
$6.13M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.88K- 41.45% |
$439K - $493K
|
5.48K
$788K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.13K- 18.41% |
$467K - $524K
|
18.3K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.18K- 72.11% |
$473K - $531K
|
1.62K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-4.63K- 6.09% |
$524K - $588K
|
71.3K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.64K- 37.68% |
$525K - $589K
|
7.67K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.77K- 24.27% |
$540K - $607K
|
14.9K
$2.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-5K- 14.64% |
$566K - $636K
|
29.2K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.79KClosed |
$881K - $990K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-8.08K- 7.94% |
$915K - $1.03M
|
93.6K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11.3K- 2.03% |
$1.28M - $1.43M
|
543K
$78.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41.4K- 39.95% |
$4.69M - $5.26M
|
62.3K
$8.95M
|