Purchases and Sales Made in Q2 2024 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 2024. 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 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
861K+ 9.09% |
$62.5M - $66M
|
10.3M
$818M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
109K+ 414.06% |
$7.88M - $8.32M
|
135K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
97.4K+ 20.22% |
$7.07M - $7.47M
|
579K
$45.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
87.5K+ 12.8% |
$6.35M - $6.71M
|
772K
$61.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
71.8KNew |
$5.21M - $5.5M
|
71.8K
$5.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
38.8K+ 4.25% |
$2.82M - $2.98M
|
953K
$75.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
35.7K+ 35.99% |
$2.59M - $2.73M
|
135K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
19.2KNew |
$1.39M - $1.47M
|
19.2K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
15.3K+ 9.98% |
$1.11M - $1.17M
|
169K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15.2KNew |
$1.1M - $1.16M
|
15.2K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
14.7K+ 11.87% |
$1.07M - $1.13M
|
139K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.6KNew |
$984K - $1.04M
|
13.6K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 20.51% |
$916K - $967K
|
74.2K
$5.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 30.44% |
$907K - $958K
|
53.6K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.5KNew |
$689K - $728K
|
9.5K
$752K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.49KNew |
$688K - $727K
|
9.49K
$751K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.74KNew |
$634K - $670K
|
8.74K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.41KNew |
$538K - $568K
|
7.41K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
6.57K+ 43.54% |
$477K - $503K
|
21.7K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.36K+ 4.1% |
$461K - $487K
|
162K
$12.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.05K+ 3.25% |
$367K - $387K
|
161K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.76K+ 8.6% |
$345K - $365K
|
60.1K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.2K+ 72.91% |
$305K - $322K
|
9.97K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.9KNew |
$283K - $299K
|
3.9K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.77KNew |
$273K - $289K
|
3.77K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.74K+ 1.71% |
$271K - $286K
|
222K
$17.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.66KNew |
$266K - $281K
|
3.66K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.35K+ 5.52% |
$243K - $257K
|
64.1K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.32KNew |
$241K - $255K
|
3.32K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.05K+ 131.93% |
$221K - $233K
|
5.35K
$424K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.03K+ 18.12% |
$220K - $232K
|
19.7K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$210K - $222K
|
2.9K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.71KNew |
$196K - $207K
|
2.71K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.34KNew |
$170K - $179K
|
2.34K
$185K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.88K+ 25.02% |
$137K - $144K
|
9.4K
$745K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.64KNew |
$119K - $125K
|
1.64K
$129K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.54K+ 37.74% |
$111K - $118K
|
5.6K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.47KNew |
$107K - $113K
|
1.47K
$116K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04K+ 2.04% |
$75.8K - $80K
|
52.3K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.04K+ 0.6% |
$75.4K - $79.6K
|
174K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.03K+ 2.91% |
$74.5K - $78.7K
|
36.3K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
953+ 2.34% |
$69.2K - $73K
|
41.6K
$3.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
891+ 0.35% |
$64.7K - $68.3K
|
252K
$20M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
871New |
$63.2K - $66.8K
|
871
$69K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
848New |
$61.5K - $65K
|
848
$67.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
767New |
$55.7K - $58.8K
|
767
$60.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
764+ 17.13% |
$55.4K - $58.6K
|
5.22K
$414K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
666New |
$48.3K - $51K
|
666
$52.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
566+ 20.69% |
$41.1K - $43.4K
|
3.3K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
501New |
$36.4K - $38.4K
|
501
$39.7K
|