Purchases and Sales Made in Q3 2024 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 Q3 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
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
160K
+ 27.43%
$20.2M - $22.5M
743K $107M
Nov 01, 2024 Q3 2024
Tompkins Financial Corp

BUY
 -
84K
+ 9.06%
$10.6M - $11.8M
1.01M $145M
Oct 24, 2024 Q3 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
51.8K
+ 256.65%
$6.55M - $7.28M
72K $10.3M
Nov 12, 2024 Q3 2024
Free Gulliver LLC

New Orleans, LA
BUY
 -
50.4K
+ 48.82%
$6.37M - $7.08M
154K $22.1M
Nov 14, 2024 Q3 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
30.2K
+ 962.32%
$3.81M - $4.24M
33.3K $4.78M
Nov 07, 2024 Q3 2024
Gilbert & Cook, Inc.

BUY
 -
24.4K
+ 5.06%
$3.09M - $3.43M
507K $72.9M
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
20.1K
+ 640.8%
$2.53M - $2.82M
23.2K $3.33M
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
19K
+ 62.32%
$2.4M - $2.67M
49.5K $7.11M
Oct 24, 2024 Q3 2024
Manchester Financial Inc

BUY
 -
15.1K
New
$1.91M - $2.12M
15.1K $2.17M
Nov 13, 2024 Q3 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
11.5K
New
$1.45M - $1.62M
11.5K $1.65M
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.6K
+ 3.6%
$1.34M - $1.49M
305K $43.8M
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
7.85K
New
$992K - $1.1M
7.85K $1.13M
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
7.74K
+ 1.91%
$978K - $1.09M
412K $59.3M
Nov 12, 2024 Q3 2024
Wealthfront Advisers LLC

BUY
 -
7.43K
+ 62.62%
$939K - $1.04M
19.3K $2.77M
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
5.69K
+ 13.03%
$719K - $799K
49.4K $7.1M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
5.24K
+ 12.61%
$662K - $736K
46.8K $6.72M
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
5.11K
+ 44.99%
$645K - $717K
16.5K $2.36M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
3.8K
+ 25.93%
$480K - $534K
18.5K $2.65M
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.5K
+ 11.28%
$442K - $492K
34.6K $4.96M
Oct 22, 2024 Q3 2024
Jackson Wealth Management, LLC

BUY
 -
3.03K
New
$383K - $426K
3.03K $436K
Nov 14, 2024 Q3 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.58K
+ 44.01%
$326K - $363K
8.46K $1.21M
Nov 01, 2024 Q3 2024
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
2.52K
+ 1.16%
$318K - $354K
220K $31.7M
Nov 01, 2024 Q3 2024
Resolute Advisors LLC

BUY
 -
2.24K
New
$283K - $314K
2.24K $322K
Nov 13, 2024 Q3 2024
Kestra Advisory Services, LLC

BUY
 -
2.22K
+ 11.36%
$280K - $311K
21.7K $3.12M
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2.18K
New
$276K - $306K
2.18K $313K
Oct 30, 2024 Q3 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
2.03K
New
$256K - $284K
2.03K $291K
Oct 15, 2024 Q3 2024
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.83K
+ 90.31%
$231K - $256K
3.85K $553K
Oct 16, 2024 Q3 2024
Tru Wealth Advisors, LLC

BUY
 -
1.45K
New
$184K - $204K
1.45K $209K
Nov 06, 2024 Q3 2024
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
1.24K
+ 2.73%
$157K - $175K
46.8K $6.73M
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.2K
+ 13.75%
$151K - $168K
9.89K $1.42M
Oct 08, 2024 Q3 2024
Soa Wealth Advisors, Llc.

BUY
 -
961
+ 9.8%
$121K - $135K
10.8K $1.55M
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
884
+ 199.55%
$112K - $124K
1.33K $191K
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
853
+ 5.36%
$108K - $120K
16.8K $2.41M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
808
+ 21.78%
$102K - $113K
4.52K $649K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
725
New
$91.6K - $102K
725 $104K
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
709
+ 3.06%
$89.6K - $99.6K
23.9K $3.43M
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
661
+ 19.09%
$83.5K - $92.8K
4.12K $593K
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
586
+ 26.56%
$74K - $82.3K
2.79K $401K
Oct 29, 2024 Q3 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
456
New
$57.6K - $64K
456 $65.5K
Oct 21, 2024 Q3 2024
Flagship Harbor Advisors, LLC

BUY
 -
440
+ 11.57%
$55.6K - $61.8K
4.24K $610K
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
375
New
$47.4K - $52.7K
375 $53.9K
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
371
+ 6.75%
$46.9K - $52.1K
5.87K $843K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
369
New
$46.6K - $51.8K
369 $53K
Nov 12, 2024 Q3 2024
Investors Research Corp

BUY
 -
344
+ 126.94%
$43.5K - $48.3K
615 $88.4K
Nov 12, 2024 Q3 2024
Centaurus Financial, Inc.

BUY
 -
260
+ 13.61%
$32.8K - $36.5K
2.17K $312K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
251
New
$31.7K - $35.3K
251 $36.1K
Oct 23, 2024 Q3 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
238
+ 1.9%
$30.1K - $33.4K
12.8K $1.84M
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
203
+ 9.12%
$25.6K - $28.5K
2.43K $349K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
158
+ 1580.0%
$20K - $22.2K
168 $24.1K

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