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 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.4K- 64.26% |
$2.11M - $2.32M
|
16.9K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.3K- 87.55% |
$2.17M - $2.39M
|
4.46K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.6K- 17.36% |
$2.26M - $2.49M
|
155K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.2K- 16.56% |
$2.3M - $2.53M
|
167K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.4K- 40.2% |
$2.86M - $3.16M
|
61.5K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48.7K- 23.84% |
$3.37M - $3.72M
|
156K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-956K- 51.12% |
$66.2M - $72.9M
|
914K
$77M
|