Purchases and Sales Made in Q2 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q2 2024. 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 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
260K+ 38.92% |
$31.3M - $35M
|
927K
$133M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
235KNew |
$28.3M - $31.6M
|
235K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
99.9KNew |
$12M - $13.4M
|
99.9K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
49K+ 63.5% |
$5.9M - $6.59M
|
126K
$18.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
42.9KNew |
$5.17M - $5.77M
|
42.9K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
33.5K+ 48.0% |
$4.04M - $4.51M
|
103K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
32.4K+ 112.03% |
$3.91M - $4.37M
|
61.4K
$8.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.6K+ 22.12% |
$3.45M - $3.85M
|
158K
$22.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 147.39% |
$2.98M - $3.33M
|
41.5K
$5.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23.5KNew |
$2.83M - $3.16M
|
23.5K
$3.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.2KNew |
$2.79M - $3.12M
|
23.2K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 39.61% |
$2.19M - $2.45M
|
64.2K
$9.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.1KNew |
$2.06M - $2.3M
|
17.1K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17.1KNew |
$2.06M - $2.3M
|
17.1K
$2.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.5K+ 86.17% |
$1.98M - $2.22M
|
35.6K
$5.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
16.3K+ 279.0% |
$1.96M - $2.19M
|
22.1K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.2KNew |
$1.96M - $2.18M
|
16.2K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
13.8K+ 6.75% |
$1.66M - $1.85M
|
218K
$31.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.3K+ 74.93% |
$1.6M - $1.79M
|
31.1K
$4.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.6KNew |
$1.51M - $1.69M
|
12.6K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.37M - $1.53M
|
11.3K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.41K+ 2.45% |
$1.13M - $1.27M
|
394K
$56.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.1K+ 54.49% |
$1.1M - $1.22M
|
25.8K
$3.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.73KNew |
$811K - $906K
|
6.73K
$967K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.35K+ 5.72% |
$645K - $720K
|
99K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.42K+ 29.3% |
$533K - $595K
|
19.5K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.24K+ 55.56% |
$511K - $570K
|
11.9K
$1.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.92K+ 36.49% |
$473K - $528K
|
14.7K
$2.11M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.85KNew |
$464K - $518K
|
3.85K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.68K+ 25.01% |
$444K - $496K
|
18.4K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.34K+ 62.29% |
$402K - $449K
|
8.7K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.53K+ 34.71% |
$305K - $340K
|
9.81K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.37K+ 403.57% |
$286K - $319K
|
2.96K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.24K+ 0.56% |
$270K - $302K
|
405K
$58.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.23KNew |
$268K - $300K
|
2.23K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.08K+ 116.42% |
$250K - $280K
|
3.86K
$555K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.02KNew |
$244K - $272K
|
2.02K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.91K+ 6.37% |
$230K - $257K
|
31.9K
$4.58M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.87KNew |
$225K - $252K
|
1.87K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 68.8% |
$225K - $251K
|
4.58K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$202K - $226K
|
1.68K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 3.73% |
$189K - $211K
|
43.7K
$6.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
608+ 19.61% |
$73.3K - $81.8K
|
3.71K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
499+ 4.03% |
$60.1K - $67.2K
|
12.9K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
443New |
$53.4K - $59.6K
|
443
$63.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
423+ 8.2% |
$51K - $56.9K
|
5.58K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
319+ 0.27% |
$38.4K - $42.9K
|
118K
$17M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
311+ 1.56% |
$37.5K - $41.9K
|
20.2K
$2.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$36.2K - $40.4K
|
300
$43.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
296+ 2.83% |
$35.7K - $39.8K
|
10.7K
$1.54M
|