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
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25+ 0.19% |
$2.57K - $2.87K
|
13.1K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
20New |
$2.05K - $2.3K
|
20
$2.87K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 0.19% |
$1.95K - $2.18K
|
9.77K
$1.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.06% |
$821 - $918
|
12.6K
$1.81M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.54% |
$821 - $918
|
1.5K
$216K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
5+ 62.5% |
$513 - $574
|
13
$1.87K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4New |
$411 - $459
|
4
$575
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$308 - $344
|
3
$431
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.62% |
$205 - $230
|
323
$46.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$103 - $115
|
3.14K
$451K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$103 - $115
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$103 - $115
|
6.08K
$873K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-11- 0.19% |
$1.13K - $1.26K
|
5.8K
$833K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-12- 1.18% |
$1.23K - $1.38K
|
1.01K
$145K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-15- 0.04% |
$1.54K - $1.72K
|
33.6K
$4.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-26- 0.45% |
$2.67K - $2.98K
|
5.76K
$828K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-32- 0.31% |
$3.28K - $3.67K
|
10.3K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36- 1.13% |
$3.69K - $4.13K
|
3.15K
$452K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.32% |
$5.95K - $6.66K
|
2.45K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-102- 1.08% |
$10.5K - $11.7K
|
9.32K
$1.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-249- 2.67% |
$25.6K - $28.6K
|
9.09K
$1.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-296- 3.83% |
$30.4K - $34K
|
7.43K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-306- 1.01% |
$31.4K - $35.1K
|
30.1K
$4.33M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-327- 14.75% |
$33.6K - $37.5K
|
1.89K
$272K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-336- 1.73% |
$34.5K - $38.6K
|
19.1K
$2.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-360- 14.42% |
$36.9K - $41.3K
|
2.14K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-381- 10.81% |
$39.1K - $43.7K
|
3.14K
$452K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-410- 9.87% |
$42.1K - $47.1K
|
3.74K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-654- 6.1% |
$67.1K - $75.1K
|
10.1K
$1.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-781- 0.68% |
$80.2K - $89.6K
|
114K
$16.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-828- 8.05% |
$85K - $95K
|
9.45K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-905- 0.48% |
$92.9K - $104K
|
188K
$26.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-949- 19.08% |
$97.4K - $109K
|
4.03K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.47K- 44.4% |
$151K - $169K
|
1.84K
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.57K- 14.66% |
$161K - $180K
|
9.13K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.69K- 16.56% |
$173K - $193K
|
8.5K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.89K- 9.08% |
$194K - $217K
|
18.9K
$2.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.06K- 49.38% |
$211K - $236K
|
2.11K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.16K- 23.67% |
$529K - $592K
|
16.6K
$2.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.33K- 1.18% |
$547K - $612K
|
448K
$64.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.94K- 12.21% |
$610K - $682K
|
42.7K
$6.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.71K- 25.17% |
$894K - $999K
|
25.9K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.41K- 1.72% |
$965K - $1.08M
|
538K
$77.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
SELL
|
- |
-10.6K- 2.44% |
$1.09M - $1.22M
|
425K
$61M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$1.47M - $1.65M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 43.93% |
$1.67M - $1.86M
|
20.7K
$2.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-22.9KClosed |
$2.35M - $2.63M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.1K- 66.37% |
$2.38M - $2.66M
|
11.7K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-104K- 85.78% |
$10.6M - $11.9M
|
17.2K
$2.47M
|