Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 200 Value E (IWX)

IWX Quotes by TradingView

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 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
19
+ 0.56%
$1.22K - $1.28K
3.4K $267K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4
+ 0.02%
$256 - $270
26K $2.04M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
1
+ 0.0%
$64 - $67.4
52.5K $4.12M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.35%
$64 - $67.4
285 $22.4K
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-2
- 0.4%
$128 - $135
500 $39.3K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-7
- -0.0%
$448 - $472
523K $41.1M
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

SELL
 -
-15
- 0.04%
$960 - $1.01K
35.5K $2.79M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

SELL
 -
-34
- 0.86%
$2.18K - $2.29K
3.94K $309K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-43
- 0.42%
$2.75K - $2.9K
10.3K $810K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-107
- 0.33%
$6.85K - $7.22K
32.1K $2.52M
Aug 03, 2023 Q2 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-167
- 55.85%
$10.7K - $11.3K
132 $10.4K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

SELL
 -
-176
- 2.18%
$11.3K - $11.9K
7.9K $621K
Aug 08, 2023 Q2 2023
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-200
- 11.04%
$12.8K - $13.5K
1.61K $127K
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

SELL
 -
-205
- 5.1%
$13.1K - $13.8K
3.82K $300K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-302
- 4.55%
$19.3K - $20.4K
6.34K $498K
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

SELL
 -
-350
- 1.65%
$22.4K - $23.6K
20.9K $1.64M
Aug 09, 2023 Q2 2023
M&T Bank Corp

SELL
 -
-450
- 3.88%
$28.8K - $30.3K
11.2K $876K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-506
- 36.35%
$32.4K - $34.1K
886 $69.6K
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

SELL
 -
-546
- 3.6%
$35K - $36.8K
14.6K $1.15M
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-600
- 6.45%
$38.4K - $40.5K
8.7K $683K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-653
- 12.77%
$41.8K - $44K
4.46K $350K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-780
- 6.83%
$49.9K - $52.6K
10.6K $835K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

SELL
 -
-850
- 9.94%
$54.4K - $57.3K
7.7K $605K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

SELL
 -
-953
- 21.26%
$61K - $64.3K
3.53K $277K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-1.32K
- 3.33%
$84.4K - $89K
38.3K $3.01M
Aug 28, 2024 Q2 2023
Peterson Financial Group, Inc.

SELL
 -
-1.38K
- 7.19%
$88.2K - $92.9K
17.8K $1.4M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.39K
- 4.21%
$89.1K - $93.8K
31.7K $2.49M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-1.48K
- 13.48%
$94.4K - $99.5K
9.46K $743K
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-1.49K
- 13.18%
$95.5K - $101K
9.82K $771K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.5K
- 3.27%
$95.8K - $101K
44.2K $3.47M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-2.11K
- 0.93%
$135K - $142K
224K $17.6M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-2.49K
- 29.85%
$159K - $168K
5.85K $459K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-3.16K
- 8.82%
$202K - $213K
32.6K $2.56M
Dec 13, 2024 Q2 2023
Smart Wealth LLC

Omaha, NE
SELL
 -
-3.56K
Closed
$228K - $240K
0 $0
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-4.27K
- 1.46%
$273K - $288K
289K $22.7M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

SELL
 -
-4.31K
- 2.4%
$276K - $290K
175K $13.8M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-5.05K
- 9.67%
$323K - $340K
47.1K $3.7M
Jul 20, 2023 Q2 2023
Mason & Associates Inc

SELL
 -
-6.54K
- 1.77%
$418K - $441K
363K $28.5M
Jul 20, 2023 Q2 2023
True Link Financial Advisors, LLC

SELL
 -
-6.73K
- 32.92%
$431K - $454K
13.7K $1.08M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-8.92K
- 62.55%
$571K - $601K
5.34K $419K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-9.17K
- 5.62%
$587K - $619K
154K $12.1M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-9.58K
- 11.17%
$614K - $646K
76.2K $5.99M
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

SELL
 -
-12K
- 6.0%
$765K - $806K
187K $14.7M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-22.6K
- 11.87%
$1.44M - $1.52M
167K $13.1M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-26.2K
- 19.95%
$1.68M - $1.77M
105K $8.25M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-53.2K
- 2.94%
$3.4M - $3.59M
1.76M $138M
Aug 14, 2023 Q2 2023
Arcadia Wealth Management, LLC

Manchester, NH
SELL
 -
-131K
- 86.97%
$8.37M - $8.82M
19.6K $1.54M

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