Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 200 ETF (IWL)
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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
134New |
$16.9K - $18.8K
|
134
$19.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131+ 1.02% |
$16.5K - $18.4K
|
13K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
85+ 2.72% |
$10.7K - $11.9K
|
3.21K
$462K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
83+ 1.72% |
$10.5K - $11.7K
|
4.92K
$706K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 1.4% |
$9.85K - $11K
|
5.66K
$813K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
39+ 1.43% |
$4.93K - $5.48K
|
2.76K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
35New |
$4.42K - $4.92K
|
35
$5.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 1.04% |
$2.65K - $2.95K
|
2.04K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13+ 0.34% |
$1.64K - $1.83K
|
3.86K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.32% |
$632 - $702
|
1.59K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.02% |
$379 - $421
|
18.4K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$126 - $140
|
6.29K
$903K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$126 - $140
|
3.15K
$453K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $140
|
1.81K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.25% |
$126 - $140
|
409
$58.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9- 0.14% |
$1.14K - $1.26K
|
6.33K
$910K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-18- 0.61% |
$2.27K - $2.53K
|
2.94K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-19- 0.13% |
$2.4K - $2.67K
|
14.9K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-28- 0.26% |
$3.54K - $3.93K
|
10.9K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-53- 2.64% |
$6.69K - $7.44K
|
1.95K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-58- 0.29% |
$7.33K - $8.15K
|
19.6K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-63- 2.31% |
$7.96K - $8.85K
|
2.67K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-103- 2.13% |
$13K - $14.5K
|
4.72K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-108- 10.01% |
$13.6K - $15.2K
|
971
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-109- 1.12% |
$13.8K - $15.3K
|
9.58K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-145- 14.49% |
$18.3K - $20.4K
|
856
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-177- 3.62% |
$22.4K - $24.9K
|
4.71K
$677K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-219- 2.04% |
$27.7K - $30.8K
|
10.5K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-226- 1.02% |
$28.5K - $31.7K
|
21.9K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-229- 28.38% |
$28.9K - $32.2K
|
578
$83K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-270- 1.65% |
$34.1K - $37.9K
|
16.1K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-291- 6.52% |
$36.8K - $40.9K
|
4.17K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-298- 4.43% |
$37.6K - $41.9K
|
6.43K
$924K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-319- 4.86% |
$40.3K - $44.8K
|
6.25K
$897K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-332- 1.2% |
$41.9K - $46.6K
|
27.2K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-396- 5.81% |
$50K - $55.6K
|
6.43K
$923K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-421- 2.01% |
$53.2K - $59.1K
|
20.5K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-473- 10.32% |
$59.7K - $66.4K
|
4.11K
$591K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-500- 5.65% |
$63.2K - $70.2K
|
8.35K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-577- 54.69% |
$72.9K - $81K
|
478
$68.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-681- 8.99% |
$86K - $95.6K
|
6.89K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-736- 2.31% |
$93K - $103K
|
31.1K
$4.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-827- 14.44% |
$104K - $116K
|
4.9K
$704K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-870- 26.77% |
$110K - $122K
|
2.38K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-934- 0.91% |
$118K - $131K
|
102K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.15K- 8.76% |
$145K - $161K
|
11.9K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.27K- 7.14% |
$161K - $179K
|
16.6K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 10.97% |
$166K - $185K
|
10.7K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.42K- 36.83% |
$180K - $200K
|
2.44K
$350K
|