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 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
325K+ 353.89% |
$25.5M - $27.6M
|
417K
$32.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
103K+ 1.68% |
$8.12M - $8.77M
|
6.27M
$489M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
87K+ 729.18% |
$6.83M - $7.38M
|
99K
$7.71M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71.4K+ 1.24% |
$5.61M - $6.06M
|
5.84M
$455M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.2KNew |
$5.51M - $5.96M
|
70.2K
$5.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
55.9K+ 75.33% |
$4.39M - $4.75M
|
130K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
54.7KNew |
$4.3M - $4.64M
|
54.7K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.5KNew |
$3.26M - $3.52M
|
41.5K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.8KNew |
$1.17M - $1.26M
|
14.8K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.3KNew |
$1.12M - $1.21M
|
14.3K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
10.8K+ 19.15% |
$848K - $916K
|
67.1K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.21KNew |
$644K - $696K
|
8.21K
$639K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.06KNew |
$555K - $599K
|
7.06K
$550K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.02KNew |
$552K - $596K
|
7.02K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.28KNew |
$493K - $533K
|
6.28K
$489K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5.38KNew |
$422K - $456K
|
5.38K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.32K+ 6.55% |
$340K - $367K
|
70.4K
$5.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.3K+ 4298.0% |
$338K - $365K
|
4.4K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.15KNew |
$326K - $352K
|
4.15K
$323K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.61KNew |
$205K - $221K
|
2.61K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.72K+ 22.16% |
$135K - $146K
|
9.48K
$739K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.48KNew |
$116K - $126K
|
1.48K
$115K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 38.93% |
$101K - $109K
|
4.6K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.17KNew |
$92.1K - $99.5K
|
1.17K
$91.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
848New |
$66.6K - $72K
|
848
$66.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
627+ 4.7% |
$49.2K - $53.2K
|
14K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
429+ 13.75% |
$33.7K - $36.4K
|
3.55K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
103+ 100.0% |
$8.09K - $8.74K
|
206
$16K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83New |
$6.52K - $7.04K
|
83
$6.47K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$78.5 - $84.9
|
50.2K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40- 1.22% |
$3.14K - $3.39K
|
3.23K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-103- 50.0% |
$8.09K - $8.74K
|
103
$8.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-104- 1.17% |
$8.17K - $8.83K
|
8.79K
$685K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-121- 1.42% |
$9.5K - $10.3K
|
8.42K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-175- 3.73% |
$13.7K - $14.9K
|
4.51K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-250- 9.22% |
$19.6K - $21.2K
|
2.46K
$192K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-400- 26.67% |
$31.4K - $33.9K
|
1.1K
$85.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-464- 15.49% |
$36.4K - $39.4K
|
2.53K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-793- 2.13% |
$62.3K - $67.3K
|
36.4K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.27K- 3.24% |
$99.4K - $107K
|
37.8K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.37K- 13.77% |
$107K - $116K
|
8.56K
$666K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.55K- 11.74% |
$122K - $131K
|
11.6K
$907K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.19K- 6.85% |
$407K - $440K
|
70.6K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-7.88K- 4.96% |
$619K - $669K
|
151K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-9.1K- 5.58% |
$714K - $772K
|
154K
$12M
|