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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24New |
$2.08K - $2.63K
|
24
$3.45K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
24New |
$2.08K - $2.63K
|
24
$3.45K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.43% |
$955 - $1.2K
|
2.57K
$369K
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.1% |
$781 - $985
|
9.46K
$1.36M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$347 - $438
|
3.16K
$453K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$260 - $328
|
1.01K
$146K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$174 - $219
|
2.38K
$341K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$86.8 - $109
|
3.14K
$452K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$86.8 - $109
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-13Closed |
$1.13K - $1.42K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20Closed |
$1.74K - $2.19K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25- 12.32% |
$2.17K - $2.74K
|
178
$25.6K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60- 0.81% |
$5.21K - $6.56K
|
7.38K
$1.06M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-174Closed |
$15.1K - $19K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-254- 9.25% |
$22K - $27.8K
|
2.49K
$358K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-282Closed |
$24.5K - $30.9K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-388- 12.75% |
$33.7K - $42.4K
|
2.65K
$381K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-389- 3.28% |
$33.8K - $42.6K
|
11.5K
$1.65M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-557- 42.23% |
$48.4K - $60.9K
|
762
$109K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-592- 31.32% |
$51.4K - $64.8K
|
1.3K
$186K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-605- 31.74% |
$52.5K - $66.2K
|
1.3K
$187K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-606- 4.85% |
$52.6K - $66.3K
|
11.9K
$1.71M
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-688- 7.75% |
$59.7K - $75.3K
|
8.19K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-801- 12.11% |
$69.5K - $87.6K
|
5.81K
$835K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-845- 9.01% |
$73.4K - $92.4K
|
8.54K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-877- 20.61% |
$76.1K - $95.9K
|
3.38K
$485K
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-883- 0.56% |
$76.7K - $96.6K
|
158K
$22.7M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08KClosed |
$93.7K - $118K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 8.33% |
$101K - $127K
|
12.8K
$1.84M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.3KClosed |
$113K - $142K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.57K- 4.03% |
$137K - $172K
|
37.5K
$5.39M
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.86KClosed |
$162K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.93KClosed |
$168K - $211K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.96K- 40.1% |
$170K - $214K
|
2.93K
$420K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.96KClosed |
$170K - $214K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 21.44% |
$172K - $217K
|
7.27K
$1.04M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2K- 22.95% |
$173K - $218K
|
6.7K
$963K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.2KClosed |
$191K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.33KClosed |
$202K - $255K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.5K- 6.38% |
$217K - $273K
|
36.7K
$5.27M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.57KClosed |
$223K - $281K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.89K- 11.41% |
$251K - $316K
|
22.4K
$3.22M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.14KClosed |
$273K - $344K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.39K- 15.83% |
$294K - $370K
|
18K
$2.59M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.42K- 6.92% |
$297K - $374K
|
46K
$6.61M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.64K- 17.95% |
$316K - $398K
|
16.6K
$2.39M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.98K- 3.36% |
$432K - $545K
|
143K
$20.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.29K- 39.53% |
$546K - $688K
|
9.63K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-8.15K- 9.63% |
$708K - $892K
|
76.5K
$11M
|