Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 ETF (IWL)

IWL Quotes by TradingView

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
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
177
+ 0.86%
$17.1K - $18.9K
20.8K $2.98M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
152
+ 7.24%
$14.6K - $16.2K
2.25K $323K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
105
New
$10.1K - $11.2K
105 $15.1K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
102
New
$9.83K - $10.9K
102 $14.7K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
56
New
$5.4K - $5.97K
56 $8.05K
Jul 24, 2023 Q2 2023
Dohj, LLC

Seattle, WA
BUY
 -
50
+ 0.06%
$4.82K - $5.33K
90.2K $13M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
35
New
$3.37K - $3.73K
35 $5.03K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
16
New
$1.54K - $1.71K
16 $2.3K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
14
New
$1.35K - $1.49K
14 $2.01K
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
8
+ 0.09%
$771 - $853
8.75K $1.26M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
1
+ 0.01%
$96.4 - $107
12.2K $1.76M
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

BUY
 -
1
+ 0.03%
$96.4 - $107
3.15K $452K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-6
- 10.17%
$578 - $640
53 $7.62K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-8
- 1.49%
$771 - $853
528 $75.9K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-20
- 0.79%
$1.93K - $2.13K
2.5K $359K
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

SELL
 -
-54
- 0.57%
$5.2K - $5.76K
9.49K $1.36M
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-84
- 0.37%
$8.1K - $8.96K
22.5K $3.23M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-86
- 1.33%
$8.29K - $9.17K
6.39K $918K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

SELL
 -
-108
- 3.81%
$10.4K - $11.5K
2.73K $392K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
SELL
 -
-125
- 1.55%
$12K - $13.3K
7.96K $1.14M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-130
- 2.29%
$12.5K - $13.9K
5.55K $797K
Aug 14, 2023 Q2 2023
Adams Wealth Management

SELL
 -
-150
- 4.55%
$14.5K - $16K
3.15K $453K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-167
- 1.93%
$16.1K - $17.8K
8.51K $1.22M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
SELL
 -
-168
- 0.85%
$16.2K - $17.9K
19.7K $2.83M
Jul 13, 2023 Q2 2023
Bouchey Financial Group LTD

SELL
 -
-178
- 7.23%
$17.2K - $19K
2.29K $328K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-200
- 2.23%
$19.3K - $21.3K
8.75K $1.26M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-209
- 1.27%
$20.1K - $22.3K
16.3K $2.33M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-223
- 7.92%
$21.5K - $23.8K
2.59K $372K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

SELL
 -
-248
- 8.05%
$23.9K - $26.4K
2.83K $407K
Jul 20, 2023 Q2 2023
Boyd Wealth Management, LLC

SELL
 -
-313
- 2.66%
$30.2K - $33.4K
11.5K $1.65M
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
SELL
 -
-422
- 1.18%
$40.7K - $45K
35.5K $5.1M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-450
- 20.59%
$43.4K - $48K
1.74K $249K
Aug 08, 2023 Q2 2023
Efficient Advisors, LLC

SELL
 -
-538
- 7.2%
$51.8K - $57.4K
6.94K $997K
Aug 08, 2023 Q2 2023
First Pacific Financial

SELL
 -
-597
- 20.5%
$57.5K - $63.7K
2.32K $333K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-722
- 15.53%
$69.6K - $77K
3.93K $564K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-872
- 10.65%
$84K - $93K
7.31K $1.05M
Jul 19, 2023 Q2 2023
Shore Haven Wealth Partners, LLC

SELL
 -
-912
- 2.04%
$87.9K - $97.3K
43.9K $6.3M
Aug 02, 2023 Q2 2023
Forum Private Client Group LLC

SELL
 -
-1.1K
- 15.98%
$106K - $117K
5.77K $829K
Jul 17, 2023 Q2 2023
Wooster Corthell Wealth Management, Inc.

SELL
 -
-1.64K
- 11.42%
$158K - $175K
12.7K $1.83M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.69K
- 17.46%
$162K - $180K
7.97K $1.15M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

SELL
 -
-1.8K
- 4.89%
$173K - $192K
35K $5.02M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-2.11K
- 45.95%
$203K - $225K
2.48K $356K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.71K
- 19.53%
$261K - $289K
11.2K $1.61M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

SELL
 -
-3.33K
- 49.1%
$321K - $355K
3.45K $496K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-4.3K
- 3.15%
$414K - $458K
132K $19M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-4.63K
- 17.73%
$446K - $493K
21.5K $3.08M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-6.92K
- 74.24%
$666K - $737K
2.4K $345K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-7.3K
- 76.26%
$704K - $779K
2.27K $327K

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