Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 200 Value E (IWX)

IWX Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q1 2023. 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
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
1.65M
+ 37.23%
$103M - $112M
6.07M $481M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
1.58M
+ 38.63%
$98.9M - $108M
5.69M $450M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
596K
+ 6387.99%
$37.2M - $40.5M
605K $47.9M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
513K
+ 6.96%
$32M - $34.9M
7.88M $624M
May 15, 2023 Q1 2023
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
135K
+ 41.53%
$8.46M - $9.21M
462K $36.6M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
52.5K
+ 86.95%
$3.28M - $3.57M
113K $8.94M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
49K
+ 71.53%
$3.06M - $3.33M
117K $9.3M
Apr 27, 2023 Q1 2023
Simplicity Wealth,Llc

BUY
 -
41.4K
+ 29.92%
$2.58M - $2.81M
180K $14.2M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
35.5K
New
$2.22M - $2.42M
35.5K $2.81M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
17.6K
+ 97.17%
$1.1M - $1.2M
35.8K $2.83M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.6K
+ 40.89%
$909K - $989K
50.1K $3.97M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.6K
+ 40.89%
$909K - $989K
50.1K $3.97M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
14.4K
+ 274.35%
$897K - $977K
19.6K $1.55M
Apr 26, 2023 Q1 2023
Compton Wealth Advisory Group, LLC

BUY
 -
11.1K
+ 5.94%
$693K - $755K
198K $15.7M
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
10.1K
+ 7.22%
$633K - $689K
150K $11.9M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.21K
+ 6.48%
$575K - $626K
151K $12M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.97K
+ 4.38%
$497K - $542K
190K $15M
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
7.91K
+ 2.49%
$494K - $538K
326K $25.8M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.87K
+ 14.72%
$366K - $399K
45.7K $3.62M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
5.64K
+ 1.09%
$352K - $384K
523K $41.4M
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
5.6K
+ 6.45%
$349K - $381K
92.4K $7.31M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.11K
New
$319K - $348K
5.11K $405K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
5.09K
+ 23.37%
$318K - $346K
26.8K $2.13M
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
4.93K
+ 3.88%
$308K - $335K
132K $10.5M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
4.77K
New
$298K - $324K
4.77K $378K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
4.56K
New
$285K - $310K
4.56K $361K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.86K
+ 54.55%
$241K - $263K
10.9K $866K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
3.75K
+ 8.05%
$234K - $255K
50.3K $3.98M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.55K
+ 33.21%
$222K - $242K
14.3K $1.13M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
3.07K
+ 1.38%
$191K - $208K
226K $17.9M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3K
+ 6.1%
$187K - $204K
52.2K $4.13M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.76K
+ 49.51%
$172K - $188K
8.34K $660K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
2.09K
+ 4.39%
$130K - $142K
49.6K $3.92M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.9K
+ 12.03%
$118K - $129K
17.7K $1.4M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.3K
+ 3.18%
$81.2K - $88.5K
42.2K $3.34M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.18K
New
$73.5K - $80K
1.18K $93.2K
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
732
New
$45.7K - $49.8K
732 $58K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
590
+ 1.82%
$36.8K - $40.1K
33.1K $2.62M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
506
+ 57.11%
$31.6K - $34.4K
1.39K $110K
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
394
+ 1.89%
$24.6K - $26.8K
21.3K $1.68M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
298
+ 16.88%
$18.6K - $20.3K
2.06K $163K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
284
New
$17.7K - $19.3K
284 $22.5K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
268
+ 8.03%
$16.7K - $18.2K
3.61K $286K
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
228
+ 2.9%
$14.2K - $15.5K
8.08K $640K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
210
+ 1.06%
$13.1K - $14.3K
20K $1.58M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
203
+ 5.22%
$12.7K - $13.8K
4.09K $324K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
85
New
$5.31K - $5.78K
85 $6.73K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
75
New
$4.68K - $5.1K
75 $5.94K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
25
+ 0.5%
$1.56K - $1.7K
5K $396K

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