Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q1 2025. 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 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
171KNew |
$23.2M - $25.9M
|
171K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
143K+ 130.47% |
$19.4M - $21.7M
|
253K
$38.7M
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
90.8KNew |
$12.3M - $13.8M
|
90.8K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.5K+ 13.73% |
$11.3M - $12.7M
|
692K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.6K+ 19.67% |
$6.87M - $7.68M
|
308K
$47.2M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
50K+ 122.47% |
$6.79M - $7.58M
|
90.8K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
39.2KNew |
$5.32M - $5.94M
|
39.2K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
38KNew |
$5.16M - $5.77M
|
38K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
37.8K+ 345.33% |
$5.14M - $5.74M
|
48.8K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
30.8KNew |
$4.18M - $4.67M
|
30.8K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
30K+ 300.0% |
$4.07M - $4.55M
|
40K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
28.3K+ 103.72% |
$3.85M - $4.3M
|
55.7K
$8.53M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
19.9K+ 9.91% |
$2.7M - $3.01M
|
220K
$33.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.8K+ 33.24% |
$2.7M - $3.01M
|
79.5K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18.8K+ 40.94% |
$2.55M - $2.85M
|
64.6K
$9.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 12.81% |
$2.34M - $2.61M
|
152K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 51.27% |
$2.22M - $2.48M
|
48.3K
$7.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 29.78% |
$2.15M - $2.41M
|
69.1K
$10.6M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
14.4KNew |
$1.96M - $2.19M
|
14.4K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12.7K+ 2.52% |
$1.73M - $1.93M
|
517K
$79.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 4501.09% |
$1.68M - $1.88M
|
12.7K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
12.4K+ 26.49% |
$1.68M - $1.87M
|
59K
$9.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.9K+ 19.26% |
$1.62M - $1.81M
|
74K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.2K+ 5.87% |
$1.39M - $1.55M
|
185K
$28.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.65K+ 23.51% |
$1.31M - $1.46M
|
50.7K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 62.31% |
$1.29M - $1.44M
|
24.7K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.41K+ 41.02% |
$1.28M - $1.43M
|
32.4K
$4.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8.74K+ 10.28% |
$1.19M - $1.33M
|
93.8K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.5K+ 1.47% |
$1.15M - $1.29M
|
587K
$89.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.25K+ 67.71% |
$985K - $1.1M
|
18K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 144.33% |
$941K - $1.05M
|
11.7K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.54KNew |
$888K - $992K
|
6.54K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
6.49K+ 20.66% |
$882K - $985K
|
37.9K
$5.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 10.72% |
$773K - $863K
|
58.8K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.15K+ 22.08% |
$700K - $782K
|
28.5K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.94KNew |
$536K - $598K
|
3.94K
$604K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.5K+ 33.58% |
$475K - $531K
|
13.9K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
3.49K+ 1.91% |
$474K - $530K
|
187K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.85K+ 26.02% |
$387K - $432K
|
13.8K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.73K+ 44.16% |
$371K - $415K
|
8.92K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.63K+ 5.13% |
$357K - $398K
|
53.8K
$8.25M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.25K+ 83.54% |
$306K - $342K
|
4.95K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.22KNew |
$302K - $337K
|
2.22K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 1.56% |
$266K - $297K
|
127K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.88KNew |
$255K - $285K
|
1.88K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.83KNew |
$248K - $277K
|
1.83K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.82K+ 17.51% |
$247K - $276K
|
12.2K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.7KNew |
$231K - $258K
|
1.7K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 2.65% |
$216K - $242K
|
61.7K
$9.45M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.59K+ 2.65% |
$216K - $242K
|
61.7K
$9.45M
|