Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 11.73% |
$106K - $123K
|
7.99K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.09K- 16.68% |
$108K - $125K
|
5.43K
$806K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.41K- 6.91% |
$141K - $163K
|
19.1K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 2.28% |
$153K - $178K
|
65.8K
$9.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.65K- 7.71% |
$165K - $191K
|
19.8K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.81K- 14.77% |
$180K - $209K
|
10.4K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.88K- 88.16% |
$187K - $217K
|
252
$37.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-2.24K- 2.35% |
$224K - $259K
|
93K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.25K- 40.21% |
$225K - $260K
|
3.35K
$498K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.74K- 35.5% |
$273K - $316K
|
4.98K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.55K- 10.32% |
$354K - $410K
|
30.9K
$4.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 22.82% |
$459K - $531K
|
15.6K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-7.7K- 6.73% |
$768K - $890K
|
107K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.64K- 7.35% |
$962K - $1.11M
|
122K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.5K- 5.4% |
$1.05M - $1.21M
|
184K
$27.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11.4K- 2.01% |
$1.14M - $1.31M
|
555K
$82.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-15.2K- 53.18% |
$1.52M - $1.76M
|
13.4K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-15.8K- 13.45% |
$1.58M - $1.82M
|
102K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17K- 7.72% |
$1.69M - $1.96M
|
203K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.3K- 13.35% |
$1.73M - $2M
|
112K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 28.36% |
$1.76M - $2.03M
|
44.5K
$6.61M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 24.7% |
$1.97M - $2.28M
|
60.3K
$8.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-159K- 67.73% |
$15.9M - $18.4M
|
75.9K
$11.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218K- 37.4% |
$21.7M - $25.2M
|
365K
$54.2M
|