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 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-2.43K- 2.63% |
$292K - $326K
|
89.7K
$12.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.49K- 0.42% |
$299K - $334K
|
583K
$83.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.49K- 0.42% |
$299K - $334K
|
583K
$83.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.88K- 2.73% |
$347K - $388K
|
103K
$14.8M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.39K- 11.54% |
$409K - $456K
|
26K
$3.74M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.05K- 3.97% |
$488K - $545K
|
97.9K
$14.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.05K- 3.97% |
$488K - $545K
|
97.9K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.39K- 4.38% |
$649K - $725K
|
118K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.03K- 71.92% |
$967K - $1.08M
|
3.13K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8.26K- 46.01% |
$996K - $1.11M
|
9.69K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-9.63K- 13.51% |
$1.16M - $1.3M
|
61.6K
$8.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.89K- 2.62% |
$1.19M - $1.33M
|
367K
$52.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10K- 13.55% |
$1.21M - $1.35M
|
64K
$9.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.9K- 6.89% |
$1.8M - $2.01M
|
202K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 57.12% |
$2.1M - $2.34M
|
13.1K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.2K- 10.53% |
$2.55M - $2.85M
|
180K
$25.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.2K- 72.68% |
$3.28M - $3.66M
|
10.2K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34K- 54.55% |
$4.09M - $4.57M
|
28.3K
$4.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.8K- 86.23% |
$4.43M - $4.95M
|
5.87K
$844K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-39.9K- 69.1% |
$4.81M - $5.37M
|
17.9K
$2.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.5K- 12.1% |
$4.88M - $5.45M
|
294K
$42.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-60.7K- 11.16% |
$7.31M - $8.16M
|
483K
$69.4M
|