Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
86.6KNew |
$8.92M - $9.54M
|
86.6K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
39.5K+ 50.66% |
$4.07M - $4.35M
|
118K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
35.8K+ 29.93% |
$3.69M - $3.95M
|
156K
$22.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
32.8K+ 36.41% |
$3.38M - $3.62M
|
123K
$17.7M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
29K+ 15.71% |
$2.98M - $3.19M
|
213K
$30.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28.6KNew |
$2.95M - $3.15M
|
28.6K
$4.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
12.6K+ 373.39% |
$1.29M - $1.38M
|
15.9K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7KNew |
$1.21M - $1.29M
|
11.7K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8.9K+ 1.6% |
$917K - $980K
|
566K
$81.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.39KNew |
$762K - $814K
|
7.39K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.38K+ 5.91% |
$657K - $702K
|
114K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.14K+ 2.88% |
$633K - $676K
|
220K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.04K+ 10.77% |
$622K - $665K
|
62.1K
$8.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
5.03K+ 13.26% |
$518K - $554K
|
43K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.7K+ 213.64% |
$484K - $518K
|
6.9K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.67KNew |
$378K - $404K
|
3.67K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.26K+ 3198.04% |
$336K - $359K
|
3.36K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.14K+ 17.16% |
$323K - $346K
|
21.4K
$3.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.76K+ 1.24% |
$285K - $304K
|
225K
$32.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.64KNew |
$272K - $290K
|
2.64K
$379K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.5KNew |
$257K - $275K
|
2.5K
$359K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.02K+ 71.19% |
$208K - $222K
|
4.85K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.69KNew |
$174K - $186K
|
1.69K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.55K+ 2.12% |
$160K - $171K
|
74.7K
$10.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.46K+ 7.42% |
$150K - $160K
|
21.1K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.1K+ 27.58% |
$114K - $121K
|
5.1K
$732K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 2.76% |
$108K - $115K
|
39K
$5.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
978+ 4.79% |
$101K - $108K
|
21.4K
$3.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
898+ 5.01% |
$92.5K - $98.9K
|
18.8K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
797+ 35.42% |
$82.1K - $87.8K
|
3.05K
$438K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
772+ 1.16% |
$79.6K - $85K
|
67.3K
$9.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
673+ 21.37% |
$69.4K - $74.1K
|
3.82K
$549K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
630New |
$64.9K - $69.4K
|
630
$90.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
628+ 22.15% |
$64.7K - $69.2K
|
3.46K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
611+ 15.56% |
$63K - $67.3K
|
4.54K
$652K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
530+ 0.63% |
$54.6K - $58.4K
|
85K
$12.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
506+ 25.3% |
$52.1K - $55.7K
|
2.51K
$360K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
481+ 27.82% |
$49.6K - $53K
|
2.21K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
392+ 13.48% |
$40.4K - $43.2K
|
3.3K
$474K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
370New |
$38.1K - $40.8K
|
370
$53.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
359New |
$37K - $39.5K
|
359
$51.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
330+ 1.5% |
$34K - $36.3K
|
22.3K
$3.21M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
303+ 2.65% |
$31.2K - $33.4K
|
11.7K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
257+ 1.1% |
$26.5K - $28.3K
|
23.6K
$3.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
248+ 1.2% |
$25.6K - $27.3K
|
21K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
240+ 0.18% |
$24.7K - $26.4K
|
131K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180New |
$18.5K - $19.8K
|
180
$25.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 1.17% |
$14.5K - $15.5K
|
12.2K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
125+ 5.0% |
$12.9K - $13.8K
|
2.62K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10.3K - $11K
|
100
$14.4K
|