Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
20+ 0.5% |
$1.25K - $1.36K
|
4.04K
$317K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
14+ 0.09% |
$874 - $952
|
15.2K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.02% |
$125 - $136
|
10.8K
$849K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.01% |
$250 - $272
|
52.5K
$4.12M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 5.8% |
$250 - $272
|
65
$5.11K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16- 0.47% |
$999 - $1.09K
|
3.38K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-41- 0.28% |
$2.56K - $2.79K
|
14.5K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-47- 56.63% |
$2.93K - $3.2K
|
36
$2.83K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-80- 1.95% |
$5K - $5.44K
|
4.02K
$316K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-108- 3.64% |
$6.74K - $7.34K
|
2.86K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-138- 70.77% |
$8.62K - $9.38K
|
57
$4.48K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-210- 1.37% |
$13.1K - $14.3K
|
15.1K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-298- 1.32% |
$18.6K - $20.3K
|
22.3K
$1.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-408- 9.31% |
$25.5K - $27.7K
|
3.97K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-416- 18.82% |
$26K - $28.3K
|
1.8K
$141K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-560- 2.03% |
$35K - $38.1K
|
27K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-707- 3.48% |
$44.1K - $48.1K
|
19.6K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-808- 16.62% |
$50.5K - $54.9K
|
4.06K
$318K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-858- 11.44% |
$53.6K - $58.3K
|
6.64K
$522K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-944- 7.7% |
$58.9K - $64.2K
|
11.3K
$888K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-959- 7.75% |
$59.9K - $65.2K
|
11.4K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09K- 0.61% |
$67.9K - $73.9K
|
177K
$13.9M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.11K- 23.7% |
$69.1K - $75.3K
|
3.56K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.18K- 20.88% |
$73.9K - $80.4K
|
4.48K
$352K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.56K- 8.12% |
$97.2K - $106K
|
17.6K
$1.38M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 7.27% |
$100K - $109K
|
20.5K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.69K- 7.71% |
$168K - $183K
|
32.2K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.32K- 11.31% |
$207K - $226K
|
26K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.81K- 7.7% |
$238K - $259K
|
45.7K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.18K- 44.37% |
$261K - $284K
|
5.24K
$411K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.18K- 9.54% |
$261K - $284K
|
39.6K
$3.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.99K- 86.5% |
$311K - $339K
|
778
$61.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-5.01K- 1.34% |
$313K - $341K
|
370K
$29M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.8K- 2.27% |
$425K - $462K
|
293K
$23M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.36K- 15.49% |
$459K - $500K
|
40.1K
$3.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11.8K- 39.63% |
$737K - $803K
|
18K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.7K- 28.02% |
$1.29M - $1.41M
|
53.2K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.3K- 73.96% |
$1.52M - $1.65M
|
8.55K
$672K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-38.5K- 16.17% |
$2.4M - $2.61M
|
199K
$15.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48.4K- 88.83% |
$3.02M - $3.29M
|
6.09K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.1K- 32.1% |
$3.87M - $4.22M
|
131K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-102K- 64.1% |
$6.35M - $6.92M
|
57K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-108K- 55.83% |
$6.77M - $7.38M
|
85.8K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 45.37% |
$8.46M - $9.21M
|
163K
$12.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-596K- 98.46% |
$37.2M - $40.5M
|
9.3K
$730K
|