Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.07M+ 1157.82% |
$184M - $217M
|
3.33M
$264M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.64M+ 57.43% |
$158M - $187M
|
7.25M
$574M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49M+ 33.26% |
$89.1M - $105M
|
5.96M
$472M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.44M+ 34.44% |
$86M - $101M
|
5.6M
$444M
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
154K+ 67.23% |
$9.2M - $10.8M
|
382K
$30.3M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
129KNew |
$7.73M - $9.12M
|
129K
$10.2M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
65.3KNew |
$3.91M - $4.61M
|
65.3K
$5.17M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
47.9KNew |
$2.87M - $3.38M
|
47.9K
$3.79M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32K+ 983.16% |
$1.92M - $2.26M
|
35.3K
$2.79M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
31.7K+ 11.68% |
$1.9M - $2.24M
|
303K
$24M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
28.8K+ 671.0% |
$1.72M - $2.03M
|
33K
$2.62M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.5K+ 9.73% |
$1.23M - $1.45M
|
231K
$18.3M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
18KNew |
$1.08M - $1.27M
|
18K
$1.43M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.5KNew |
$989K - $1.17M
|
16.5K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16.3K+ 5.26% |
$973K - $1.15M
|
325K
$25.7M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 5.87% |
$663K - $783K
|
200K
$15.8M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 31.67% |
$648K - $764K
|
45K
$3.56M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2K+ 38.84% |
$613K - $724K
|
36.6K
$2.9M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1KNew |
$605K - $713K
|
10.1K
$800K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.62KNew |
$516K - $609K
|
8.62K
$682K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.39K+ 9.14% |
$502K - $593K
|
100K
$7.93M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.12K+ 7.52% |
$426K - $503K
|
102K
$8.06M
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.84K+ 35.66% |
$409K - $483K
|
26K
$2.06M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
5.75K+ 248.96% |
$344K - $406K
|
8.06K
$638K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.17K+ 39.69% |
$309K - $365K
|
18.2K
$1.44M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.73KNew |
$283K - $334K
|
4.73K
$375K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.7KNew |
$281K - $332K
|
4.7K
$372K
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.49KNew |
$269K - $317K
|
4.49K
$355K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.4KNew |
$263K - $311K
|
4.4K
$348K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.45K+ 2.87% |
$207K - $244K
|
124K
$9.78M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.45K+ 2.87% |
$207K - $244K
|
124K
$9.78M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3K+ 1.41% |
$179K - $212K
|
215K
$17M
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.89K+ 131.77% |
$173K - $204K
|
5.09K
$403K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.81KNew |
$108K - $128K
|
1.81K
$143K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.75K+ 5.88% |
$105K - $124K
|
31.5K
$2.49M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 77.14% |
$104K - $122K
|
3.98K
$315K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.56K+ 4.64% |
$93.4K - $110K
|
35.2K
$2.78M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.31K+ 106.5% |
$78.4K - $92.5K
|
2.54K
$201K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 1.16% |
$65.1K - $76.8K
|
94.5K
$7.48M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
523New |
$31.3K - $36.9K
|
523
$41.4K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
507+ 6.13% |
$30.4K - $35.8K
|
8.77K
$695K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
393+ 7.73% |
$23.5K - $27.8K
|
5.48K
$434K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
327+ 0.89% |
$19.6K - $23.1K
|
36.9K
$2.92M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
299+ 0.42% |
$17.9K - $21.1K
|
70.8K
$5.61M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
259+ 8.25% |
$15.5K - $18.3K
|
3.4K
$269K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
233+ 4.99% |
$13.9K - $16.5K
|
4.91K
$389K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200New |
$12K - $14.1K
|
200
$15.8K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
186New |
$11.1K - $13.1K
|
186
$14.7K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
112+ 3.45% |
$6.71K - $7.91K
|
3.36K
$266K
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
107+ 1.63% |
$6.41K - $7.56K
|
6.69K
$530K
|