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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
296+ 0.88% |
$23.2K - $25.1K
|
33.9K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273+ 1.38% |
$21.4K - $23.2K
|
20K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
273+ 4.21% |
$21.4K - $23.2K
|
6.76K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
270New |
$21.2K - $22.9K
|
270
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
262New |
$20.6K - $22.2K
|
262
$21.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
253+ 9.34% |
$19.9K - $21.5K
|
2.96K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
203New |
$15.9K - $17.2K
|
203
$16.6K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199+ 10.5% |
$15.6K - $16.9K
|
2.1K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
186+ 3.2% |
$14.6K - $15.8K
|
6K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
185+ 11.31% |
$14.5K - $15.7K
|
1.82K
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
183+ 3.27% |
$14.4K - $15.5K
|
5.77K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
127+ 0.76% |
$9.97K - $10.8K
|
16.9K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
103+ 100.0% |
$8.09K - $8.74K
|
206
$16.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83New |
$6.52K - $7.04K
|
83
$6.79K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73New |
$5.73K - $6.19K
|
73
$5.98K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45New |
$3.53K - $3.82K
|
45
$3.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
45+ 0.22% |
$3.53K - $3.82K
|
20.8K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
30+ 0.36% |
$2.36K - $2.55K
|
8.46K
$692K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23New |
$1.81K - $1.95K
|
23
$1.88K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$471 - $509
|
3.97K
$325K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$78.5 - $84.9
|
50.2K
$4.11M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.63% |
$78.5 - $84.9
|
158
$12.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.14% |
$471 - $509
|
4.32K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13- 0.25% |
$1.02K - $1.1K
|
5.1K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-39- 0.93% |
$3.06K - $3.31K
|
4.17K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-39- 0.24% |
$3.06K - $3.31K
|
16.5K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40- 1.22% |
$3.14K - $3.39K
|
3.23K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-48- 19.67% |
$3.77K - $4.07K
|
196
$16K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 69.89% |
$5.11K - $5.52K
|
28
$2.29K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-92- 3.13% |
$7.23K - $7.81K
|
2.85K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-103- 50.0% |
$8.09K - $8.74K
|
103
$8.43K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-104- 1.17% |
$8.17K - $8.83K
|
8.79K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-107- 2.8% |
$8.4K - $9.08K
|
3.71K
$304K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-121- 0.87% |
$9.5K - $10.3K
|
13.8K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-121- 1.42% |
$9.5K - $10.3K
|
8.42K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 0.85% |
$9.5K - $10.3K
|
14.1K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-175- 4.63% |
$13.7K - $14.9K
|
3.61K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-175- 3.73% |
$13.7K - $14.9K
|
4.51K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-184- 25.21% |
$14.5K - $15.6K
|
546
$44.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-250- 9.22% |
$19.6K - $21.2K
|
2.46K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-271- 7.65% |
$21.3K - $23K
|
3.27K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277Closed |
$21.8K - $23.5K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-398- 2.08% |
$31.3K - $33.8K
|
18.7K
$1.53M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-400- 26.67% |
$31.4K - $33.9K
|
1.1K
$90K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-400- 4.76% |
$31.4K - $33.9K
|
8K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-464- 15.49% |
$36.4K - $39.4K
|
2.53K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-504- 0.74% |
$39.6K - $42.8K
|
67.7K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-754- 6.03% |
$59.2K - $64K
|
11.7K
$961K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-758- 0.31% |
$59.5K - $64.3K
|
246K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-788- 14.64% |
$61.9K - $66.9K
|
4.59K
$376K
|