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 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.58K+ 47.75% |
$215K - $240K
|
4.9K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.55K+ 111.51% |
$211K - $235K
|
2.94K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.54KNew |
$209K - $234K
|
1.54K
$236K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.54KNew |
$209K - $234K
|
1.54K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
990+ 3.84% |
$134K - $150K
|
26.7K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
920+ 9.75% |
$125K - $140K
|
10.4K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
912+ 15.4% |
$124K - $138K
|
6.83K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
788+ 55.89% |
$107K - $120K
|
2.2K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
768+ 3.23% |
$104K - $117K
|
24.6K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
567+ 2.38% |
$77K - $86K
|
24.4K
$3.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
552+ 59.42% |
$75K - $83.8K
|
1.48K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
305+ 81.33% |
$41.4K - $46.3K
|
680
$104K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
242+ 80.67% |
$32.9K - $36.7K
|
542
$83.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
215+ 1.28% |
$29.2K - $32.6K
|
17K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
215+ 11.62% |
$29.2K - $32.6K
|
2.07K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
191New |
$25.9K - $29K
|
191
$29.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
158+ 8.29% |
$21.5K - $24K
|
2.06K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 1.06% |
$19.2K - $21.4K
|
13.5K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
140New |
$19K - $21.2K
|
140
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
130New |
$17.7K - $19.7K
|
130
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
129+ 5.25% |
$17.5K - $19.6K
|
2.59K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85+ 0.45% |
$11.5K - $12.9K
|
18.8K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
83New |
$11.3K - $12.6K
|
83
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
64+ 1.05% |
$8.69K - $9.71K
|
6.14K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59+ 1.05% |
$8.01K - $8.95K
|
5.69K
$872K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
55New |
$7.47K - $8.35K
|
55
$8.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
48+ 0.76% |
$6.52K - $7.28K
|
6.4K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22+ 12.36% |
$2.99K - $3.34K
|
200
$30.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17New |
$2.31K - $2.58K
|
17
$2.61K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10+ 13.33% |
$1.36K - $1.52K
|
85
$13K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$951 - $1.06K
|
4.48K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
6+ 0.27% |
$815 - $910
|
2.25K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
5+ 0.11% |
$679 - $759
|
4.53K
$694K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.25% |
$543 - $607
|
1.6K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2+ 0.29% |
$272 - $303
|
684
$105K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.15% |
$136 - $152
|
660
$101K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$136 - $152
|
3.16K
$484K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1New |
$136 - $152
|
1
$153
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.79% |
$136 - $152
|
127
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-12- 0.37% |
$1.63K - $1.82K
|
3.26K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12- 34.29% |
$1.63K - $1.82K
|
23
$3.53K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-17- 0.7% |
$2.31K - $2.58K
|
2.42K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-18- 51.43% |
$2.44K - $2.73K
|
17
$2.61K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-30- 15.71% |
$4.07K - $4.55K
|
161
$24.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-69- 0.46% |
$9.37K - $10.5K
|
14.8K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-75- 0.19% |
$10.2K - $11.4K
|
38.5K
$5.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-76- 2.72% |
$10.3K - $11.5K
|
2.71K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-98- 1.47% |
$13.3K - $14.9K
|
6.58K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-119- 15.68% |
$16.2K - $18.1K
|
640
$98.1K
|