Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
512K+ 14.42% |
$33.3M - $35.1M
|
4.06M
$324M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 3.51% |
$11M - $11.6M
|
4.97M
$397M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
156K+ 3.55% |
$10.2M - $10.7M
|
4.55M
$364M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
120KNew |
$7.83M - $8.26M
|
120K
$9.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
107KNew |
$6.96M - $7.34M
|
107K
$8.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
64.4KNew |
$4.19M - $4.42M
|
64.4K
$5.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
30.3KNew |
$1.97M - $2.08M
|
30.3K
$2.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27K+ 15.87% |
$1.75M - $1.85M
|
197K
$15.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
23.4K+ 16.33% |
$1.53M - $1.61M
|
167K
$13.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.2K+ 6.56% |
$1.18M - $1.25M
|
295K
$23.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 10.92% |
$1.13M - $1.2M
|
177K
$14.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8KNew |
$1.09M - $1.15M
|
16.8K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
16.4KNew |
$1.07M - $1.12M
|
16.4K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3K+ 47.93% |
$867K - $914K
|
41.1K
$3.29M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.92KNew |
$581K - $612K
|
8.92K
$713K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.41KNew |
$482K - $509K
|
7.41K
$592K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.23K+ 4.12% |
$405K - $427K
|
157K
$12.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.93KNew |
$386K - $407K
|
5.93K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.33K+ 17.56% |
$347K - $366K
|
35.7K
$2.85M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.64KNew |
$237K - $250K
|
3.64K
$291K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 14.9% |
$225K - $237K
|
26.6K
$2.13M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
3.3KNew |
$215K - $226K
|
3.3K
$264K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.1KNew |
$202K - $213K
|
3.1K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.09K+ 3.64% |
$201K - $212K
|
88K
$7.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.8K+ 37.08% |
$182K - $192K
|
10.3K
$826K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.67K+ 99.52% |
$108K - $114K
|
3.34K
$267K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.61K+ 6.77% |
$105K - $111K
|
25.4K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 1.76% |
$78.4K - $82.7K
|
69.7K
$5.57M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 2.73% |
$66.3K - $69.9K
|
38.4K
$3.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
955+ 4.82% |
$62.1K - $65.5K
|
20.8K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
884+ 0.33% |
$57.5K - $60.7K
|
273K
$21.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 2.62% |
$32.5K - $34.3K
|
19.6K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
484+ 205.96% |
$31.5K - $33.2K
|
719
$57.4K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
266+ 2.27% |
$17.3K - $18.3K
|
12K
$956K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
257+ 8.42% |
$16.7K - $17.6K
|
3.31K
$264K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
196+ 268.49% |
$12.8K - $13.4K
|
269
$21.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
185+ 0.56% |
$12K - $12.7K
|
33.3K
$2.66M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
143New |
$9.31K - $9.81K
|
143
$11.4K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
43+ 75.44% |
$2.8K - $2.95K
|
100
$7.99K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
10+ 0.32% |
$651 - $686
|
3.11K
$249K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.56% |
$390 - $412
|
1.08K
$86.3K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 0.7% |
$260 - $274
|
575
$45.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-108- 8.63% |
$7.03K - $7.41K
|
1.14K
$91.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-117- 0.88% |
$7.61K - $8.03K
|
13.2K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-202Closed |
$13.1K - $13.9K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-247Closed |
$16.1K - $16.9K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-378- 7.82% |
$24.6K - $25.9K
|
4.46K
$356K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-561Closed |
$36.5K - $38.5K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-604- 2.15% |
$39.3K - $41.4K
|
27.5K
$2.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-838- 8.19% |
$54.5K - $57.5K
|
9.4K
$751K
|