Purchases and Sales Made in Q3 2021 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
207KNew |
$21.2M - $22.5M
|
207K
$29.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
121KNew |
$12.4M - $13.1M
|
121K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
34.9K+ 43.5% |
$3.57M - $3.8M
|
115K
$16.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.9KNew |
$3.57M - $3.8M
|
34.9K
$5.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.3K+ 47.84% |
$3M - $3.19M
|
90.4K
$13M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.56M - $2.72M
|
25K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 231.37% |
$2.47M - $2.63M
|
34.6K
$4.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
22.9KNew |
$2.35M - $2.5M
|
22.9K
$3.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
21.4K+ 5.11% |
$2.19M - $2.33M
|
440K
$63.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20KNew |
$2.05M - $2.18M
|
20K
$2.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3K+ 109.66% |
$1.98M - $2.11M
|
37K
$5.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
13.8K+ 39.75% |
$1.42M - $1.51M
|
48.7K
$6.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6K+ 282.79% |
$1.09M - $1.16M
|
14.4K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.57K+ 39.53% |
$980K - $1.04M
|
33.8K
$4.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.51K+ 1.77% |
$974K - $1.04M
|
547K
$78.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.78K+ 40.56% |
$899K - $956K
|
30.4K
$4.37M
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.51K+ 34.66% |
$871K - $927K
|
33.1K
$4.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.76KNew |
$794K - $845K
|
7.76K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.62K+ 4.21% |
$780K - $830K
|
188K
$27.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.21K+ 19.73% |
$636K - $676K
|
37.7K
$5.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4.82K+ 33.09% |
$494K - $525K
|
19.4K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.14KNew |
$322K - $342K
|
3.14K
$452K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$317K - $338K
|
3.1K
$445K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
2.83K+ 0.65% |
$290K - $308K
|
435K
$62.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2.09K+ 32.55% |
$214K - $227K
|
8.49K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.06K+ 18.68% |
$210K - $224K
|
13.1K
$1.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 8.23% |
$209K - $222K
|
26.8K
$3.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.01KNew |
$206K - $219K
|
2.01K
$289K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.78K+ 7.59% |
$182K - $194K
|
25.2K
$3.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.66K+ 10.48% |
$170K - $181K
|
17.5K
$2.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.66K+ 1.53% |
$170K - $180K
|
110K
$15.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 4.77% |
$168K - $179K
|
36K
$5.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 3.4% |
$158K - $168K
|
46.8K
$6.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
979+ 4.8% |
$100K - $107K
|
21.4K
$3.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
699+ 7.27% |
$71.6K - $76.1K
|
10.3K
$1.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
698+ 3.25% |
$71.5K - $76K
|
22.2K
$3.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
452New |
$46.3K - $49.2K
|
452
$64.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
395+ 4.41% |
$40.4K - $43K
|
9.36K
$1.34M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
366+ 0.08% |
$37.5K - $39.9K
|
440K
$63.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
361New |
$37K - $39.3K
|
361
$51.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
329+ 15.14% |
$33.7K - $35.8K
|
2.5K
$359K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
290New |
$29.7K - $31.6K
|
290
$41.7K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
273+ 2.24% |
$28K - $29.7K
|
12.4K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
168+ 1.59% |
$17.2K - $18.3K
|
10.7K
$1.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
141+ 5.98% |
$14.4K - $15.4K
|
2.5K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
111+ 5.27% |
$11.4K - $12.1K
|
2.22K
$319K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
108+ 53.2% |
$11.1K - $11.8K
|
311
$44.7K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
102+ 1.1% |
$10.4K - $11.1K
|
9.42K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
50New |
$5.12K - $5.45K
|
50
$7.18K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45+ 0.59% |
$4.61K - $4.9K
|
7.73K
$1.11M
|