Purchases and Sales Made in Q4 2022 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 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 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
563
+ 0.82%
$47.6K - $54.1K
69.1K $9.93M
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
500
New
$42.3K - $48K
500 $71.8K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
482
+ 32.92%
$40.8K - $46.3K
1.95K $280K
Feb 06, 2023 Q4 2022
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
395
+ 1.7%
$33.4K - $37.9K
23.6K $3.39M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
392
+ 0.28%
$33.1K - $37.6K
142K $20.4M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
284
+ 2.32%
$24K - $27.3K
12.5K $1.8M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
204
New
$17.2K - $19.6K
204 $29.3K
Feb 14, 2023 Q4 2022
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
179
+ 0.53%
$15.1K - $17.2K
33.7K $4.84M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
147
+ 17.27%
$12.4K - $14.1K
998 $143K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
138
New
$11.7K - $13.3K
138 $19.8K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
84
+ 0.41%
$7.1K - $8.07K
20.5K $2.95M
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
53
New
$4.48K - $5.09K
53 $7.62K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
16
New
$1.35K - $1.54K
16 $2.3K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
9
+ 0.69%
$761 - $864
1.31K $188K
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
8
New
$676 - $768
8 $1.15K
Feb 13, 2023 Q4 2022
Aft, Forsyth & Company, Inc.

BUY
 -
3
+ 0.1%
$254 - $288
3.15K $452K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
1
+ 3.03%
$84.6 - $96
34 $4.89K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.01%
$84.6 - $96
15.4K $2.21M
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
SELL
 -
-17
- 0.21%
$1.44K - $1.63K
8.11K $1.17M
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-40
- 1.42%
$3.38K - $3.84K
2.79K $400K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-59
- 2.37%
$4.99K - $5.67K
2.43K $350K
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

SELL
 -
-111
- 1.17%
$9.39K - $10.7K
9.36K $1.34M
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

SELL
 -
-122
- 0.99%
$10.3K - $11.7K
12.2K $1.75M
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-188
- 1.12%
$15.9K - $18.1K
16.6K $2.39M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-218
- 1.87%
$18.4K - $20.9K
11.4K $1.64M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-240
- 3.39%
$20.3K - $23K
6.85K $984K
Feb 28, 2023 Q4 2022
Orin Green Financial, LLC

SELL
 -
-335
- 3.43%
$28.3K - $32.2K
9.42K $1.35M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-510
- 1.08%
$43.1K - $49K
46.6K $6.7M
Feb 08, 2023 Q4 2022
Efficient Advisors, LLC

SELL
 -
-535
- 6.65%
$45.2K - $51.4K
7.51K $1.08M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-624
- 4.52%
$52.8K - $59.9K
13.2K $1.89M
Feb 07, 2023 Q4 2022
Lincoln National Corp

SELL
 -
-654
- 5.03%
$55.3K - $62.8K
12.3K $1.77M
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

SELL
 -
-662
- 21.49%
$56K - $63.6K
2.42K $347K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-708
- 0.33%
$59.9K - $68K
214K $30.7M
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

SELL
 -
-737
- 5.9%
$62.3K - $70.8K
11.7K $1.69M
Jan 27, 2023 Q4 2022
First Pacific Financial

SELL
 -
-984
- 8.43%
$83.2K - $94.5K
10.7K $1.54M
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

SELL
 -
-1.14K
- 36.37%
$96.6K - $110K
2K $287K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.38K
- 16.99%
$117K - $133K
6.75K $970K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-1.41K
- 10.9%
$119K - $135K
11.5K $1.65M
Feb 10, 2023 Q4 2022
Forum Private Client Group LLC

SELL
 -
-1.47K
- 17.03%
$125K - $142K
7.18K $1.03M
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2.05K
- 16.83%
$173K - $196K
10.1K $1.45M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-5.54K
- 2.95%
$468K - $532K
182K $26.2M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.55K
- 30.47%
$469K - $533K
12.7K $1.82M
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-7.34K
- 13.69%
$620K - $704K
46.3K $6.65M
Feb 09, 2023 Q4 2022
Strategic Equity Management

SELL
 -
-8.23K
- 2.84%
$696K - $790K
281K $40.4M
Feb 09, 2023 Q4 2022
Dohj, LLC

Seattle, WA
SELL
 -
-8.41K
- 6.77%
$711K - $807K
116K $16.6M
Oct 13, 2023 Q4 2022
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-10.9K
- 11.6%
$925K - $1.05M
83.4K $12M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-13K
- 3.27%
$1.1M - $1.24M
383K $55M
Jan 20, 2023 Q4 2022
Zimmermann Investment Management & Planning LLC

SELL
 -
-14.6K
- 36.67%
$1.23M - $1.4M
25.2K $3.62M

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