Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 200 Value E (IWX)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
454K+ 10.95% |
$30.1M - $32.5M
|
4.6M
$388M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
265KNew |
$17.6M - $19M
|
265K
$22.3M
|
|
|
May 13, 2022
Q1 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
129KNew |
$8.57M - $9.25M
|
129K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
91.8KNew |
$6.09M - $6.57M
|
91.8K
$7.73M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4K+ 101.49% |
$1.22M - $1.32M
|
36.6K
$3.08M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
15.6KNew |
$1.03M - $1.11M
|
15.6K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 8.4% |
$970K - $1.05M
|
189K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.6K+ 111.07% |
$900K - $971K
|
25.8K
$2.17M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1KNew |
$670K - $723K
|
10.1K
$851K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.4KNew |
$623K - $673K
|
9.4K
$792K
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
8.95K+ 4.98% |
$593K - $640K
|
188K
$15.9M
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8.78K+ 45.81% |
$582K - $628K
|
27.9K
$2.35M
|
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5KNew |
$332K - $358K
|
5K
$421K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.69K+ 133.86% |
$311K - $336K
|
8.2K
$691K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.6KNew |
$305K - $329K
|
4.6K
$387K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.55K+ 2.19% |
$302K - $326K
|
212K
$17.9M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
$284K - $307K
|
4.29K
$361K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.12K+ 4.54% |
$273K - $295K
|
94.7K
$7.98M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.71K+ 1.39% |
$246K - $265K
|
271K
$22.8M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.25KNew |
$215K - $232K
|
3.25K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.14KNew |
$208K - $225K
|
3.14K
$265K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.79K+ 12.02% |
$185K - $199K
|
26K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.31KNew |
$153K - $165K
|
2.31K
$194K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.19KNew |
$146K - $157K
|
2.19K
$185K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.12K+ 0.69% |
$141K - $152K
|
309K
$26M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 4.86% |
$126K - $136K
|
41K
$3.46M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.89K+ 6.49% |
$125K - $135K
|
31.1K
$2.62M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83K+ 2.0% |
$122K - $131K
|
93.4K
$7.87M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 47.11% |
$108K - $117K
|
5.09K
$428K
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
1.52K+ 0.67% |
$101K - $109K
|
228K
$19.2M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
949+ 0.45% |
$62.9K - $67.9K
|
211K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
912+ 1.31% |
$60.5K - $65.3K
|
70.5K
$5.94M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
883New |
$58.6K - $63.2K
|
883
$74.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
460+ 7.52% |
$30.5K - $32.9K
|
6.58K
$554K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
324+ 7.45% |
$21.5K - $23.2K
|
4.67K
$394K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
309+ 2.43% |
$20.5K - $22.1K
|
13K
$1.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
309+ 0.93% |
$20.5K - $22.1K
|
33.6K
$2.83M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
199New |
$13.2K - $14.2K
|
199
$16.8K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
195New |
$12.9K - $14K
|
195
$16.4K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
97+ 1.19% |
$6.43K - $6.94K
|
8.27K
$696K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
79+ 0.9% |
$5.24K - $5.65K
|
8.84K
$744K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40+ 15.56% |
$2.65K - $2.86K
|
297
$25K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39+ 0.2% |
$2.59K - $2.79K
|
19.6K
$1.65M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$1.33K - $1.43K
|
20
$1.68K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
13+ 0.45% |
$862 - $930
|
2.89K
$244K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
12+ 0.08% |
$796 - $859
|
15.2K
$1.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
8+ 0.19% |
$531 - $572
|
4.24K
$357K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$531 - $572
|
8
$674
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
6+ 0.19% |
$398 - $429
|
3.14K
$264K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 4.2% |
$332 - $358
|
124
$10.4K
|