Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.04M+ 8893.6% |
$317M - $343M
|
4.09M
$334M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.25MNew |
$98.2M - $106M
|
1.25M
$102M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
830K+ 8.04% |
$65.2M - $70.4M
|
11.2M
$913M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
554KNew |
$43.5M - $47M
|
554K
$45.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
544K+ 672.44% |
$42.7M - $46.2M
|
625K
$51.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
325K+ 353.89% |
$25.5M - $27.6M
|
417K
$34.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
277K+ 409.28% |
$21.8M - $23.5M
|
345K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
243K+ 2082.25% |
$19.1M - $20.6M
|
254K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
103K+ 1.68% |
$8.12M - $8.77M
|
6.27M
$513M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
87K+ 729.18% |
$6.83M - $7.38M
|
99K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.2K+ 8.39% |
$6.3M - $6.8M
|
1.04M
$84.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71.4K+ 1.24% |
$5.61M - $6.06M
|
5.84M
$478M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.2KNew |
$5.51M - $5.96M
|
70.2K
$5.75M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
68.8KNew |
$5.4M - $5.84M
|
68.8K
$5.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
55.9K+ 75.33% |
$4.39M - $4.75M
|
130K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 90.08% |
$4.38M - $4.73M
|
118K
$9.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
54.7KNew |
$4.3M - $4.64M
|
54.7K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.5KNew |
$4.13M - $4.46M
|
52.5K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.5KNew |
$3.26M - $3.52M
|
41.5K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 248.89% |
$3.2M - $3.46M
|
57.1K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29.1K+ 7.42% |
$2.28M - $2.47M
|
421K
$34.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.6K+ 12.22% |
$2.16M - $2.34M
|
253K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
24.8K+ 178.96% |
$1.95M - $2.1M
|
38.6K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22.7K+ 13.57% |
$1.79M - $1.93M
|
190K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.69M - $1.83M
|
21.6K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.3M - $1.41M
|
16.6K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8KNew |
$1.24M - $1.34M
|
15.8K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.8KNew |
$1.17M - $1.26M
|
14.8K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.3KNew |
$1.12M - $1.21M
|
14.3K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.9KNew |
$1.09M - $1.18M
|
13.9K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$918K - $992K
|
11.7K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 240.58% |
$864K - $934K
|
15.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
10.8K+ 19.15% |
$848K - $916K
|
67.1K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.77K+ 70.05% |
$767K - $829K
|
23.7K
$1.94M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.16K+ 633.75% |
$720K - $778K
|
10.6K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.85KNew |
$695K - $751K
|
8.85K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.21KNew |
$644K - $696K
|
8.21K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.05K+ 39.22% |
$632K - $683K
|
28.6K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8K+ 359.33% |
$628K - $678K
|
10.2K
$837K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.06KNew |
$555K - $599K
|
7.06K
$578K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.02KNew |
$552K - $596K
|
7.02K
$575K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.28KNew |
$493K - $533K
|
6.28K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.2K+ 4.61% |
$487K - $526K
|
141K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.01KNew |
$472K - $510K
|
6.01K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.88KNew |
$462K - $499K
|
5.88K
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5.38KNew |
$422K - $456K
|
5.38K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.36KNew |
$421K - $455K
|
5.36K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.18KNew |
$407K - $440K
|
5.18K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.15KNew |
$404K - $437K
|
5.15K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.7K+ 3.15% |
$369K - $398K
|
154K
$12.6M
|