Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
982K+ 16.06% |
$68M - $75M
|
7.1M
$598M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
921K+ 16.06% |
$63.8M - $70.3M
|
6.65M
$561M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
524K+ 5.85% |
$36.3M - $40M
|
9.47M
$798M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
307K+ 227.23% |
$21.2M - $23.4M
|
442K
$37.2M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
236K+ 96.22% |
$16.4M - $18M
|
482K
$40.6M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
105KNew |
$7.27M - $8.01M
|
105K
$8.84M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
70.9K+ 252.24% |
$4.91M - $5.41M
|
99.1K
$8.34M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.8KNew |
$4.83M - $5.33M
|
69.8K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
55K+ 55.9% |
$3.81M - $4.2M
|
153K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
46.9K+ 7.37% |
$3.25M - $3.58M
|
684K
$57.6M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
37.2K+ 10.99% |
$2.58M - $2.84M
|
376K
$31.6M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
35.8K+ 40.64% |
$2.48M - $2.73M
|
124K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.9K+ 1222.25% |
$2.42M - $2.67M
|
37.8K
$3.18M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
21.8K+ 3.15% |
$1.51M - $1.67M
|
715K
$60.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.8K+ 250.44% |
$1.23M - $1.36M
|
24.9K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.7K+ 125.05% |
$1.23M - $1.35M
|
31.9K
$2.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.5K+ 8.07% |
$937K - $1.03M
|
181K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.92K+ 8.73% |
$617K - $681K
|
111K
$9.36M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.32K+ 8.1% |
$576K - $635K
|
111K
$9.36M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
7.65K+ 2.64% |
$530K - $584K
|
297K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.17K+ 4.32% |
$497K - $547K
|
173K
$14.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.17K+ 21.14% |
$496K - $547K
|
41.1K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.15K+ 19.67% |
$426K - $469K
|
37.4K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.44KNew |
$377K - $415K
|
5.44K
$458K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.22K+ 2.58% |
$362K - $398K
|
208K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.91KNew |
$340K - $375K
|
4.91K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9K+ 34.27% |
$339K - $374K
|
19.2K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.48KNew |
$310K - $342K
|
4.48K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.33K+ 489.82% |
$300K - $330K
|
5.21K
$439K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.33K+ 3.07% |
$300K - $330K
|
145K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.33K+ 3.07% |
$300K - $330K
|
145K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.47K+ 26.16% |
$240K - $264K
|
16.7K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.05KNew |
$211K - $233K
|
3.05K
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.02K+ 5.23% |
$209K - $230K
|
60.7K
$5.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.74KNew |
$189K - $209K
|
2.74K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.63KNew |
$182K - $201K
|
2.63K
$221K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
2.62KNew |
$182K - $200K
|
2.62K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.83K+ 0.73% |
$126K - $139K
|
251K
$21.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.62KNew |
$112K - $123K
|
1.62K
$136K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.58K+ 1.14% |
$109K - $120K
|
139K
$11.7M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
951+ 334.86% |
$65.8K - $72.6K
|
1.24K
$104K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
808+ 3.62% |
$55.9K - $61.7K
|
23.1K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
533New |
$36.9K - $40.7K
|
533
$44.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
457+ 1.31% |
$31.6K - $34.9K
|
35.3K
$2.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
332+ 976.47% |
$23K - $25.3K
|
366
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
234+ 0.58% |
$16.2K - $17.9K
|
40.6K
$3.42M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
207+ 4.44% |
$14.3K - $15.8K
|
4.86K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
206+ 3.94% |
$14.3K - $15.7K
|
5.44K
$458K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$13.8K - $15.3K
|
200
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
184+ 0.86% |
$12.7K - $14K
|
21.5K
$1.81M
|