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 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.05K- 0.05% |
$221K - $234K
|
6.65M
$582M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.72K- 1.26% |
$343K - $362K
|
371K
$32.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.35K- 27.01% |
$461K - $487K
|
17.2K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.78K- 0.11% |
$564K - $596K
|
7.09M
$620M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.32K- 7.49% |
$604K - $638K
|
103K
$8.99M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 37.57% |
$735K - $776K
|
16.8K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 3.56% |
$767K - $810K
|
287K
$25.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.7K- 55.73% |
$776K - $820K
|
8.5K
$744K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11.2K- 6.72% |
$816K - $862K
|
156K
$13.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11.4K- 20.23% |
$825K - $871K
|
44.8K
$3.92M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12.9K- 6.22% |
$938K - $991K
|
195K
$17.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.9K- 8.25% |
$1.15M - $1.22M
|
177K
$15.5M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-20.2K- 64.38% |
$1.46M - $1.55M
|
11.2K
$976K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.2K- 10.71% |
$1.54M - $1.62M
|
177K
$15.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.6K- 5.17% |
$1.64M - $1.73M
|
414K
$36.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.2K- 74.73% |
$2.05M - $2.16M
|
9.55K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77.6K- 17.56% |
$5.63M - $5.95M
|
364K
$31.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-81.2K- 44.83% |
$5.89M - $6.22M
|
100K
$8.74M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.8K- 40.01% |
$7.03M - $7.42M
|
145K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-175K- 24.47% |
$12.7M - $13.4M
|
540K
$47.2M
|