Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
310K+ 24.71% |
$31.9M - $35.6M
|
1.57M
$225M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
296K+ 23.44% |
$30.4M - $34M
|
1.56M
$224M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
105KNew |
$10.8M - $12.1M
|
105K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.3K+ 122.35% |
$4.24M - $4.74M
|
75.1K
$10.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
39.3KNew |
$4.04M - $4.51M
|
39.3K
$5.65M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
36.1KNew |
$3.7M - $4.14M
|
36.1K
$5.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
34.4K+ 38.06% |
$3.53M - $3.95M
|
125K
$17.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
24.2KNew |
$2.49M - $2.78M
|
24.2K
$3.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.8KNew |
$2.14M - $2.39M
|
20.8K
$2.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
16.3K+ 3.7% |
$1.67M - $1.87M
|
456K
$65.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.6K+ 38.78% |
$1.5M - $1.68M
|
52.3K
$7.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 41.49% |
$1.14M - $1.28M
|
37.9K
$5.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.22KNew |
$947K - $1.06M
|
9.22K
$1.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.7KNew |
$892K - $998K
|
8.7K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.27K+ 41.46% |
$746K - $834K
|
24.8K
$3.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$582K - $651K
|
5.67K
$815K
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
5.44KNew |
$558K - $624K
|
5.44K
$781K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4K+ 141.94% |
$452K - $505K
|
7.5K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.24K+ 9.06% |
$435K - $487K
|
51K
$7.33M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.1KNew |
$421K - $471K
|
4.1K
$589K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
3.42KNew |
$351K - $392K
|
3.42K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$315K - $353K
|
3.07K
$441K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.55K+ 29.97% |
$261K - $292K
|
11K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.55KNew |
$261K - $292K
|
2.55K
$366K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.33K+ 2.12% |
$240K - $268K
|
112K
$16.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.17K+ 9.79% |
$223K - $249K
|
24.3K
$3.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.07KNew |
$212K - $237K
|
2.07K
$297K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.03K+ 560.94% |
$208K - $232K
|
2.39K
$343K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.91KNew |
$196K - $219K
|
1.91K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.88K+ 0.91% |
$193K - $216K
|
209K
$30M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$192K - $215K
|
1.87K
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.82KNew |
$187K - $209K
|
1.82K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.68K+ 4.67% |
$172K - $193K
|
37.7K
$5.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
987+ 2.99% |
$101K - $113K
|
34K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
924+ 40.85% |
$94.8K - $106K
|
3.19K
$458K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
805+ 10.38% |
$82.6K - $92.4K
|
8.56K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
327+ 2.81% |
$33.6K - $37.5K
|
12K
$1.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
296New |
$30.4K - $34K
|
296
$42.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
209+ 0.87% |
$21.4K - $24K
|
24.2K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
197+ 1.51% |
$20.2K - $22.6K
|
13.2K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190+ 7.59% |
$19.5K - $21.8K
|
2.69K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
150+ 300.0% |
$15.4K - $17.2K
|
200
$28.7K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
108+ 53.2% |
$11.1K - $12.4K
|
311
$44.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 3.46% |
$10.3K - $11.5K
|
2.99K
$430K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$10.3K - $11.5K
|
100
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
97+ 4.83% |
$9.96K - $11.1K
|
2.11K
$303K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
85+ 0.68% |
$8.72K - $9.75K
|
12.5K
$1.8M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
54+ 13.5% |
$5.54K - $6.2K
|
454
$65.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
37+ 0.4% |
$3.8K - $4.25K
|
9.39K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$3.59K - $4.02K
|
35
$5.03K
|