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
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77New |
$4.61K - $5.44K
|
77
$6.49K
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
71+ 0.29% |
$4.25K - $5.01K
|
24.7K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
52+ 144.44% |
$3.11K - $3.67K
|
88
$7.41K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50+ 0.61% |
$2.99K - $3.53K
|
8.25K
$695K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
14+ 0.33% |
$838 - $989
|
4.26K
$359K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
12+ 0.08% |
$718 - $847
|
15.2K
$1.28M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11New |
$659 - $777
|
11
$927
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11New |
$659 - $777
|
11
$927
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
10New |
$599 - $706
|
10
$842
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.05% |
$539 - $636
|
19.7K
$1.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.4% |
$120 - $141
|
502
$42.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.37% |
$59.9 - $70.6
|
74
$6.23K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20Closed |
$1.2K - $1.41K
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-43- 43.0% |
$2.57K - $3.04K
|
57
$4.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-48- 1.14% |
$2.87K - $3.39K
|
4.15K
$350K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-94- 0.36% |
$5.63K - $6.64K
|
25.9K
$2.18M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-100- 1.75% |
$5.99K - $7.06K
|
5.62K
$473K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-101- 0.39% |
$6.05K - $7.13K
|
25.7K
$2.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-132- 4.56% |
$7.9K - $9.32K
|
2.76K
$232K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-199Closed |
$11.9K - $14.1K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-255- 1.64% |
$15.3K - $18K
|
15.3K
$1.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-486- 2.73% |
$29.1K - $34.3K
|
17.3K
$1.46M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-692- 1.69% |
$41.4K - $48.9K
|
40.3K
$3.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-746- 4.62% |
$44.7K - $52.7K
|
15.4K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-874- 14.05% |
$52.3K - $61.7K
|
5.35K
$450K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-883Closed |
$52.9K - $62.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-917- 12.03% |
$54.9K - $64.8K
|
6.71K
$565K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.15K- 11.33% |
$68.9K - $81.2K
|
9K
$758K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.4K- 4.49% |
$83.5K - $98.5K
|
29.7K
$2.5M
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.45K- 28.96% |
$86.7K - $102K
|
3.55K
$299K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.64K- 9.28% |
$98.4K - $116K
|
16.1K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.8KClosed |
$108K - $127K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.09K- 23.76% |
$125K - $147K
|
6.69K
$563K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.31KClosed |
$138K - $163K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.43K- 23.52% |
$146K - $172K
|
7.91K
$666K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.02KClosed |
$181K - $213K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.05KClosed |
$183K - $215K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.14KClosed |
$188K - $222K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.88K- 2.06% |
$232K - $274K
|
185K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.22K- 24.39% |
$313K - $369K
|
16.2K
$1.36M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.78K- 2.2% |
$346K - $408K
|
257K
$21.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.22K- 32.04% |
$433K - $510K
|
15.3K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.1KClosed |
$605K - $713K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 13.56% |
$684K - $807K
|
72.9K
$6.14M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1K- 25.49% |
$722K - $852K
|
35.3K
$2.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-19.2K- 3.46% |
$1.15M - $1.36M
|
536K
$45.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.9K- 51.73% |
$1.43M - $1.69M
|
22.3K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-33.8K- 37.21% |
$2.02M - $2.39M
|
57K
$4.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-319K- 13.92% |
$19.1M - $22.6M
|
1.98M
$166M
|