Purchases and Sales Made in Q2 2023 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 2023. 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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27M+ 20.94% |
$81.4M - $85.7M
|
7.34M
$581M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.17M+ 20.62% |
$75.1M - $79.1M
|
6.86M
$543M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
244K+ 3.1% |
$15.6M - $16.5M
|
8.12M
$643M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
176K+ 307.93% |
$11.2M - $11.8M
|
233K
$18.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
175KNew |
$11.2M - $11.8M
|
175K
$13.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
103KNew |
$6.59M - $6.94M
|
103K
$8.14M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
101K+ 21.98% |
$6.5M - $6.84M
|
563K
$44.6M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
78.5K+ 84.99% |
$5.02M - $5.29M
|
171K
$13.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
39.8KNew |
$2.55M - $2.68M
|
39.8K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
31.9KNew |
$2.04M - $2.15M
|
31.9K
$2.53M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
22.5KNew |
$1.44M - $1.52M
|
22.5K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.1KNew |
$1.22M - $1.29M
|
19.1K
$1.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.6K+ 61.41% |
$1.06M - $1.12M
|
43.6K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.9K+ 4.57% |
$954K - $1M
|
341K
$27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.6K+ 87.38% |
$809K - $852K
|
27.1K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$801K - $844K
|
12.5K
$990K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.2K+ 273.55% |
$716K - $755K
|
15.3K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9K+ 9.66% |
$699K - $736K
|
124K
$9.81M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 23.89% |
$645K - $680K
|
52.3K
$4.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9.26KNew |
$593K - $624K
|
9.26K
$733K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.1KNew |
$583K - $614K
|
9.1K
$721K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.92K+ 33.22% |
$571K - $601K
|
35.8K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$557K - $587K
|
8.7K
$689K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.2K+ 16.3% |
$525K - $553K
|
58.5K
$4.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.75K+ 127.37% |
$496K - $523K
|
13.8K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.66K+ 14.56% |
$426K - $449K
|
52.4K
$4.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11K+ 34.61% |
$391K - $412K
|
23.8K
$1.88M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.91K+ 9.8% |
$314K - $331K
|
55.1K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.91K+ 9.8% |
$314K - $331K
|
55.1K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.78KNew |
$306K - $322K
|
4.78K
$378K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.27KNew |
$209K - $220K
|
3.27K
$259K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.15KNew |
$202K - $212K
|
3.15K
$249K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.71K+ 1.79% |
$173K - $183K
|
154K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.64K+ 1.49% |
$169K - $178K
|
179K
$14.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
2.22K+ 1.68% |
$142K - $150K
|
134K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.59K+ 0.8% |
$102K - $107K
|
200K
$15.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.35K+ 2.73% |
$86.5K - $91.1K
|
50.9K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.28K+ 1.09% |
$81.8K - $86.1K
|
119K
$9.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 5.34% |
$68.2K - $71.9K
|
21K
$1.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
761+ 1.43% |
$48.7K - $51.3K
|
54K
$4.27M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
307+ 5.25% |
$19.7K - $20.7K
|
6.16K
$487K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
294New |
$18.8K - $19.8K
|
294
$23.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
267New |
$17.1K - $18K
|
267
$21.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
160New |
$10.2K - $10.8K
|
160
$12.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
156New |
$9.99K - $10.5K
|
156
$12.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
81New |
$5.19K - $5.46K
|
81
$6.41K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36+ 0.18% |
$2.3K - $2.43K
|
19.6K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 0.18% |
$2.3K - $2.43K
|
19.6K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
27+ 0.07% |
$1.73K - $1.82K
|
40.2K
$3.18M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.44% |
$1.41K - $1.48K
|
5.02K
$397K
|