Purchases and Sales Made in Q4 2022 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
535K+ 172.72% |
$45.3M - $51.4M
|
845K
$121M
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
211K+ 65.48% |
$17.9M - $20.3M
|
534K
$76.7M
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
165KNew |
$14M - $15.9M
|
165K
$23.7M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141K+ 703.55% |
$11.9M - $13.5M
|
161K
$23.1M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
137KNew |
$11.6M - $13.1M
|
137K
$19.7M
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
133KNew |
$11.3M - $12.8M
|
133K
$19.1M
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
107KNew |
$9.08M - $10.3M
|
107K
$15.4M
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
96.2KNew |
$8.13M - $9.24M
|
96.2K
$13.8M
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
87.2K+ 2207.52% |
$7.37M - $8.37M
|
91.1K
$13.1M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
82K+ 176.5% |
$6.93M - $7.87M
|
128K
$18.4M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
76.2KNew |
$6.44M - $7.32M
|
76.2K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
55.7K+ 371313.34% |
$4.71M - $5.35M
|
55.7K
$8M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
50.4KNew |
$4.26M - $4.84M
|
50.4K
$7.24M
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
46.3K+ 58.82% |
$3.92M - $4.45M
|
125K
$18M
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
38.6K+ 45.25% |
$3.26M - $3.7M
|
124K
$17.8M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37.5K+ 656.77% |
$3.17M - $3.6M
|
43.2K
$6.21M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.7K+ 25.45% |
$2.42M - $2.75M
|
141K
$20.3M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 169.81% |
$2.31M - $2.62M
|
43.4K
$6.24M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.8K+ 32.49% |
$2.27M - $2.58M
|
109K
$15.7M
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
21.5K+ 26.09% |
$1.82M - $2.06M
|
104K
$14.9M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
17.3K+ 17.21% |
$1.47M - $1.67M
|
118K
$17M
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.9K+ 27.18% |
$1.35M - $1.53M
|
74.6K
$10.7M
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15.3KNew |
$1.29M - $1.47M
|
15.3K
$2.19M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 132.62% |
$1.13M - $1.29M
|
23.5K
$3.37M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 296.91% |
$1.03M - $1.17M
|
16.3K
$2.34M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 55.61% |
$964K - $1.1M
|
31.9K
$4.59M
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
6KNew |
$507K - $576K
|
6K
$862K
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
5.66K+ 65.21% |
$479K - $544K
|
14.3K
$2.06M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.59KNew |
$388K - $441K
|
4.59K
$659K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
3.92KNew |
$331K - $376K
|
3.92K
$563K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.69K+ 75.7% |
$312K - $354K
|
8.56K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.62K+ 10.34% |
$306K - $347K
|
38.6K
$5.55M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.34KNew |
$282K - $320K
|
3.34K
$479K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.89K+ 19.72% |
$245K - $278K
|
17.6K
$2.52M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 8.85% |
$242K - $275K
|
35.2K
$5.06M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.84KNew |
$240K - $272K
|
2.84K
$407K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.79K+ 24.05% |
$236K - $268K
|
14.4K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.47KNew |
$209K - $237K
|
2.47K
$355K
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.33KNew |
$197K - $223K
|
2.33K
$334K
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
2.31KNew |
$195K - $222K
|
2.31K
$331K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.29K+ 3.07% |
$194K - $220K
|
76.9K
$11.1M
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.26KNew |
$191K - $217K
|
2.26K
$325K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2K+ 65.97% |
$169K - $192K
|
5.02K
$721K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.65K+ 0.46% |
$140K - $159K
|
363K
$52.2M
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.63K+ 5.61% |
$138K - $157K
|
30.8K
$4.42M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.62K+ 2.6% |
$137K - $155K
|
63.8K
$9.16M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 13.85% |
$128K - $146K
|
12.5K
$1.79M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.05K+ 37.46% |
$89K - $101K
|
3.86K
$555K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$84.7K - $96.2K
|
1K
$144K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
767+ 25.28% |
$64.8K - $73.6K
|
3.8K
$546K
|