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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-129- 29.45% |
$17.5K - $19.6K
|
309
$47.4K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-140- 5.8% |
$19K - $21.2K
|
2.28K
$349K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-146- 7.48% |
$19.8K - $22.2K
|
1.81K
$277K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-149- 2.88% |
$20.2K - $22.6K
|
5.03K
$771K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 7.66% |
$21.5K - $24K
|
1.91K
$292K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-190- 11.79% |
$25.8K - $28.8K
|
1.42K
$218K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-203- 4.3% |
$27.6K - $30.8K
|
4.52K
$693K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-271- 1.61% |
$36.8K - $41.1K
|
16.5K
$2.53M
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-286- 5.85% |
$38.8K - $43.4K
|
4.6K
$705K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-346- 2.73% |
$47K - $52.5K
|
12.3K
$1.89M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-354- 5.52% |
$48.1K - $53.7K
|
6.06K
$928K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-400- 5.05% |
$54.3K - $60.7K
|
7.52K
$1.15M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-417- 2.06% |
$56.6K - $63.3K
|
19.8K
$3.04M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-420- 7.2% |
$57K - $63.7K
|
5.42K
$830K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-423- 9.6% |
$57.5K - $64.2K
|
3.99K
$611K
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-555- 2.05% |
$75.4K - $84.2K
|
26.5K
$4.06M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-670- 87.47% |
$91K - $102K
|
96
$14.7K
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-672- 3.49% |
$91.3K - $102K
|
18.6K
$2.85M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-800- 1.92% |
$109K - $121K
|
40.8K
$6.26M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-848- 3.01% |
$115K - $129K
|
27.3K
$4.18M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-857- 0.92% |
$116K - $130K
|
92.8K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-890- 18.48% |
$121K - $135K
|
3.93K
$602K
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-934- 24.12% |
$127K - $142K
|
2.94K
$450K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.04K- 15.14% |
$141K - $158K
|
5.82K
$893K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.07K- 3.5% |
$145K - $162K
|
29.5K
$4.52M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 11.36% |
$154K - $172K
|
8.83K
$1.35M
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.23K- 2.59% |
$167K - $187K
|
46.3K
$7.1M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.56K- 6.79% |
$212K - $237K
|
21.4K
$3.29M
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 26.47% |
$223K - $249K
|
4.55K
$698K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 32.73% |
$244K - $273K
|
3.7K
$567K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.92K- 75.02% |
$260K - $291K
|
638
$97.8K
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.09K- 2.77% |
$284K - $318K
|
73.4K
$11.2M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-2.21K- 10.38% |
$300K - $335K
|
19.1K
$2.92M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-2.42K- 4.34% |
$328K - $367K
|
53.3K
$8.17M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.81K- 2.73% |
$381K - $426K
|
100K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4K- 26.93% |
$543K - $607K
|
10.9K
$1.66M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.78K- 21.7% |
$649K - $725K
|
17.3K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.29K- 59.74% |
$718K - $802K
|
3.56K
$546K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.3K- 64.79% |
$855K - $955K
|
3.42K
$525K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.05K- 4.02% |
$958K - $1.07M
|
168K
$25.8M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.8K- 75.52% |
$1.47M - $1.64M
|
3.5K
$537K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-12K- 5.96% |
$1.63M - $1.82M
|
189K
$29M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.4K- 97.83% |
$1.68M - $1.88M
|
275
$42.2K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.7K- 34.86% |
$1.72M - $1.92M
|
23.6K
$3.63M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 5.09% |
$2.55M - $2.85M
|
350K
$53.6M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.6K- 6.38% |
$2.66M - $2.97M
|
287K
$43.9M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-36.7K- 43.29% |
$4.98M - $5.57M
|
48.1K
$7.37M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.1K- 69.2% |
$5.72M - $6.39M
|
18.8K
$2.87M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46.9K- 76.7% |
$6.38M - $7.12M
|
14.3K
$2.19M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-150K- 41.12% |
$20.4M - $22.8M
|
215K
$33M
|