Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL) during Q4 2024. 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 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-21.8K- 26.6% |
$3.02M - $3.27M
|
60.1K
$9.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.8K- 26.6% |
$3.02M - $3.27M
|
60.1K
$9.21M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-31.5K- 58.86% |
$4.38M - $4.73M
|
22K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.2K- 69.19% |
$4.75M - $5.13M
|
15.2K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-61.3K- 71.46% |
$8.52M - $9.19M
|
24.5K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-66.1K- 85.77% |
$9.18M - $9.91M
|
11K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 18.12% |
$18.7M - $20.2M
|
608K
$93.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-5.86M- 99.31% |
$814M - $879M
|
40.8K
$6.25M
|