Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
314K+ 2306.69% |
$27.3M - $34.4M
|
328K
$47.1M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80.9KNew |
$7.03M - $8.86M
|
80.9K
$11.6M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
42.9KNew |
$3.73M - $4.7M
|
42.9K
$6.17M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
41.3K+ 38.5% |
$3.59M - $4.52M
|
149K
$21.4M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
40.7K+ 8.48% |
$3.54M - $4.46M
|
521K
$74.9M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
39.1KNew |
$3.39M - $4.28M
|
39.1K
$5.62M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
32.4K+ 110.5% |
$2.82M - $3.55M
|
61.8K
$8.88M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.2K+ 220.65% |
$2.19M - $2.76M
|
36.7K
$5.27M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.3KNew |
$2.02M - $2.55M
|
23.3K
$3.34M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
20.1K+ 36.68% |
$1.75M - $2.2M
|
75K
$10.8M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 269.94% |
$1.34M - $1.69M
|
21.2K
$3.05M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
13.8KNew |
$1.2M - $1.51M
|
13.8K
$1.98M
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
12.5K+ 534.63% |
$1.09M - $1.37M
|
14.8K
$2.13M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 418.26% |
$1.08M - $1.36M
|
15.4K
$2.21M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.53K+ 513.85% |
$654K - $824K
|
9K
$1.29M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.49K+ 3.45% |
$650K - $819K
|
224K
$32.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.49K+ 3.45% |
$650K - $819K
|
224K
$32.2M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.44K+ 63.86% |
$646K - $813K
|
19.1K
$2.74M
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.01KNew |
$608K - $767K
|
7.01K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.55KNew |
$568K - $716K
|
6.55K
$941K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.21K+ 4.01% |
$452K - $570K
|
135K
$19.4M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.87KNew |
$423K - $533K
|
4.87K
$700K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.57K+ 7.23% |
$310K - $390K
|
52.9K
$7.6M
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.16KNew |
$274K - $346K
|
3.16K
$454K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
3.1K+ 35.62% |
$269K - $339K
|
11.8K
$1.69M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.95K+ 22.55% |
$256K - $323K
|
16K
$2.3M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.79KNew |
$243K - $306K
|
2.79K
$401K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.68K+ 6.31% |
$233K - $293K
|
45.1K
$6.49M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.42K+ 31.23% |
$210K - $265K
|
10.2K
$1.46M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.05K+ 264.52% |
$178K - $224K
|
2.83K
$406K
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.87K+ 9.23% |
$163K - $205K
|
22.2K
$3.19M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 2.44% |
$117K - $148K
|
56.8K
$8.16M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.13K+ 10.91% |
$97.9K - $123K
|
11.5K
$1.65M
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 14.11% |
$95.1K - $120K
|
8.85K
$1.27M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08KNew |
$93.7K - $118K
|
1.08K
$155K
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.05K+ 4.22% |
$91K - $115K
|
25.9K
$3.72M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$86.8K - $109K
|
1K
$144K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
832+ 6.41% |
$72.2K - $91K
|
13.8K
$1.98M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
738+ 35.06% |
$64.1K - $80.7K
|
2.84K
$408K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
578New |
$50.2K - $63.2K
|
578
$83K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
469+ 1.21% |
$40.7K - $51.3K
|
39.3K
$5.65M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
466New |
$40.5K - $51K
|
466
$67K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
435+ 0.23% |
$37.8K - $47.6K
|
190K
$27.3M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
425New |
$36.9K - $46.5K
|
425
$61.1K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$21.7K - $27.4K
|
250
$35.9K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
131New |
$11.4K - $14.3K
|
131
$18.8K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
111+ 8.2% |
$9.64K - $12.1K
|
1.46K
$210K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$8.68K - $10.9K
|
100
$14.4K
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
64+ 0.19% |
$5.56K - $7K
|
33.7K
$4.84M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
28+ 0.22% |
$2.43K - $3.06K
|
12.7K
$1.82M
|