Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
191K+ 617.43% |
$18.4M - $20.4M
|
222K
$31.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
184KNew |
$17.8M - $19.7M
|
184K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144K+ 70.04% |
$13.9M - $15.4M
|
351K
$50.4M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
98.2KNew |
$9.46M - $10.5M
|
98.2K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.6K+ 38.68% |
$5.94M - $6.57M
|
221K
$31.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27KNew |
$2.6M - $2.88M
|
27K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7K+ 129.7% |
$2.48M - $2.74M
|
45.5K
$6.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.8K+ 28.42% |
$2.39M - $2.64M
|
112K
$16.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
22.5K+ 23.1% |
$2.16M - $2.4M
|
120K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 68.79% |
$1.9M - $2.1M
|
48.3K
$6.94M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18K+ 444.99% |
$1.73M - $1.92M
|
22K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14.7K+ 299.63% |
$1.42M - $1.57M
|
19.6K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 11.96% |
$1.28M - $1.42M
|
124K
$17.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 53.45% |
$1.27M - $1.41M
|
37.9K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 6.6% |
$1.27M - $1.41M
|
213K
$30.7M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.9K+ 13.85% |
$1.24M - $1.37M
|
106K
$15.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.23M - $1.36M
|
12.8K
$1.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.7KNew |
$839K - $928K
|
8.7K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.78K+ 3.62% |
$750K - $830K
|
223K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.3K+ 1.14% |
$607K - $672K
|
557K
$80.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.49K+ 19.65% |
$529K - $585K
|
33.4K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.79K+ 4.64% |
$462K - $511K
|
108K
$15.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.57K+ 24.87% |
$344K - $381K
|
17.9K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.55K+ 4.77% |
$342K - $378K
|
78K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.34K+ 17.89% |
$322K - $356K
|
22K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
$282K - $312K
|
2.93K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2KNew |
$212K - $235K
|
2.2K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.19K+ 3.41% |
$211K - $234K
|
66.5K
$9.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.07KNew |
$199K - $220K
|
2.07K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.04K+ 16.53% |
$197K - $218K
|
14.4K
$2.07M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.04K+ 2.47% |
$196K - $217K
|
84.4K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.02K+ 54.32% |
$194K - $215K
|
5.73K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2KNew |
$193K - $213K
|
2K
$287K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.89K+ 89.79% |
$182K - $202K
|
4K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.58K+ 8.39% |
$152K - $169K
|
20.4K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 5.16% |
$111K - $122K
|
23.4K
$3.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$102K - $113K
|
1.06K
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
867+ 1.57% |
$83.6K - $92.5K
|
56.1K
$8.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
790+ 40.72% |
$76.1K - $84.2K
|
2.73K
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
684+ 0.94% |
$65.9K - $72.9K
|
73.1K
$10.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
600+ 11.05% |
$57.8K - $64K
|
6.03K
$866K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
577+ 0.44% |
$55.6K - $61.5K
|
131K
$18.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
558+ 3.15% |
$53.8K - $59.5K
|
18.3K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
495+ 40.11% |
$47.7K - $52.8K
|
1.73K
$248K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
441+ 13.33% |
$42.5K - $47K
|
3.75K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
351+ 3.01% |
$33.8K - $37.4K
|
12K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
311+ 0.83% |
$30K - $33.2K
|
37.9K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
237+ 1.54% |
$22.8K - $25.3K
|
15.6K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
189New |
$18.2K - $20.2K
|
189
$27.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
181+ 15.13% |
$17.4K - $19.3K
|
1.38K
$198K
|