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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
366New |
$26.6K - $28.1K
|
366
$29K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
344+ 0.25% |
$25K - $26.4K
|
140K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133+ 4.96% |
$9.65K - $10.2K
|
2.82K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
122+ 2.6% |
$8.85K - $9.35K
|
4.81K
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
109New |
$7.91K - $8.35K
|
109
$8.63K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
100New |
$7.26K - $7.67K
|
100
$7.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
86+ 0.4% |
$6.24K - $6.59K
|
21.6K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.23% |
$2.47K - $2.61K
|
14.8K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
15+ 0.41% |
$1.09K - $1.15K
|
3.71K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.34% |
$72.6 - $76.7
|
291
$23K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.52% |
$72.6 - $76.7
|
67
$5.31K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-13- 0.57% |
$943 - $996
|
2.28K
$181K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 6.73% |
$1.45K - $1.53K
|
277
$21.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.27% |
$2.69K - $2.84K
|
13.6K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-49- 1.03% |
$3.56K - $3.76K
|
4.7K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-67- 1.29% |
$4.86K - $5.14K
|
5.13K
$406K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-86- 4.22% |
$6.24K - $6.59K
|
1.95K
$155K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-86- 0.49% |
$6.24K - $6.59K
|
17.5K
$1.39M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-115- 7.12% |
$8.35K - $8.81K
|
1.5K
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-124- 5.8% |
$9K - $9.5K
|
2.01K
$159K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-131- 0.25% |
$9.51K - $10K
|
52.9K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-143- 0.1% |
$10.4K - $11K
|
145K
$11.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-143- 0.1% |
$10.4K - $11K
|
145K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-207- 4.26% |
$15K - $15.9K
|
4.66K
$369K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-207- 4.26% |
$15K - $15.9K
|
4.66K
$369K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-299- 6.1% |
$21.7K - $22.9K
|
4.6K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-302- 65.65% |
$21.9K - $23.1K
|
158
$12.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-322- 2.09% |
$23.4K - $24.7K
|
15.1K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-480- 2.84% |
$34.8K - $36.8K
|
16.4K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-513- 19.54% |
$37.2K - $39.3K
|
2.11K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-625- 1.96% |
$45.4K - $47.9K
|
31.3K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-638- 10.25% |
$46.3K - $48.9K
|
5.59K
$442K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-651- 8.84% |
$47.2K - $49.9K
|
6.71K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 3.19% |
$73.9K - $78.1K
|
30.9K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.24KClosed |
$89.6K - $94.7K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.46K- 5.13% |
$106K - $112K
|
27K
$2.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.52K- 6.58% |
$110K - $117K
|
21.6K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.57K- 22.86% |
$114K - $121K
|
5.31K
$420K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 3.03% |
$115K - $121K
|
50.6K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.64K- 34.76% |
$119K - $125K
|
3.07K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.21K- 13.34% |
$160K - $169K
|
14.3K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.27K- 9.59% |
$165K - $174K
|
21.4K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.35K- 27.94% |
$170K - $180K
|
6.05K
$479K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.89K- 4.14% |
$210K - $222K
|
66.9K
$5.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.94K- 7.86% |
$213K - $225K
|
34.5K
$2.73M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.05K- 0.05% |
$221K - $234K
|
6.65M
$527M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.72K- 1.26% |
$343K - $362K
|
371K
$29.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.35K- 27.01% |
$461K - $487K
|
17.2K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.78K- 0.11% |
$564K - $596K
|
7.09M
$561M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.32K- 7.49% |
$604K - $638K
|
103K
$8.14M
|