Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 11, 2022 Q3 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
318K
+ 4.39%
$18.4M - $21.6M
7.56M $599M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
230K
New
$13.3M - $15.6M
230K $18.2M
Nov 14, 2022 Q3 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
91.2K
+ 125.19%
$5.27M - $6.19M
164K $13M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
36.1K
+ 161.98%
$2.08M - $2.45M
58.4K $4.62M
Nov 08, 2022 Q3 2022
9258 Wealth Management, LLC

BUY
 -
35.1K
+ 106.33%
$2.03M - $2.38M
68.2K $5.4M
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

BUY
 -
22.1K
New
$1.27M - $1.5M
22.1K $1.75M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
17.7K
+ 377.04%
$1.02M - $1.2M
22.4K $1.78M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
17.6K
+ 59.36%
$1.02M - $1.19M
47.3K $3.74M
Nov 14, 2022 Q3 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
13.4K
+ 4.11%
$770K - $905K
338K $26.8M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
13K
+ 6.04%
$750K - $881K
228K $18.1M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
12.4K
New
$718K - $844K
12.4K $986K
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
BUY
 -
12.2K
New
$702K - $825K
12.2K $963K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
12.1K
+ 46.93%
$696K - $817K
37.7K $2.99M
Oct 14, 2022 Q3 2022
Cypress Wealth Services, LLC

BUY
 -
9.92K
New
$573K - $673K
9.92K $786K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
9.18K
+ 25.07%
$530K - $622K
45.8K $3.63M
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
8.84K
New
$510K - $599K
8.84K $700K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
8.78K
+ 13.44%
$506K - $595K
74.1K $5.87M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
8.44K
+ 2.79%
$487K - $572K
311K $24.6M
Nov 09, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
8.33K
+ 18.98%
$481K - $565K
52.2K $4.13M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
8.01K
+ 4.01%
$462K - $543K
208K $16.5M
Oct 19, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
7.11K
New
$410K - $482K
7.11K $563K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.88K
New
$397K - $466K
6.88K $544K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
6.15K
New
$355K - $417K
6.15K $487K
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
5.95K
New
$344K - $404K
5.95K $471K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.47K
+ 5.79%
$316K - $371K
100K $7.92M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.43K
+ 2.35%
$313K - $368K
237K $18.7M
Mar 03, 2023 Q3 2022
Voya Investment Management LLC

Atlanta, GA
BUY
 -
5.37K
+ 3.38%
$310K - $364K
164K $13M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.44K
+ 14.09%
$256K - $301K
35.9K $2.84M
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
4.27K
New
$246K - $289K
4.27K $338K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
4.11K
New
$237K - $279K
4.11K $326K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
3.97K
New
$229K - $269K
3.97K $315K
Oct 17, 2022 Q3 2022
Strategic Equity Management

BUY
 -
2.86K
+ 2.21%
$165K - $194K
132K $10.4M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.09K
+ 2.05%
$120K - $141K
104K $8.23M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.83K
New
$105K - $124K
1.83K $145K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.81K
New
$105K - $123K
1.81K $143K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
1.73K
+ 4.67%
$99.5K - $117K
38.6K $3.06M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.73K
New
$99.5K - $117K
1.73K $137K
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
1.71K
+ 30.39%
$98.6K - $116K
7.33K $580K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
1.57K
+ 9.5%
$90.5K - $106K
18.1K $1.43M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.44K
+ 3.19%
$82.9K - $97.4K
46.4K $3.68M
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
1.24K
+ 48.78%
$71.5K - $84K
3.78K $299K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.17K
+ 21.37%
$67.6K - $79.4K
6.65K $527K
Oct 20, 2022 Q3 2022
Mason & Associates Inc

BUY
 -
741
+ 0.19%
$42.8K - $50.2K
383K $30.3M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
653
+ 4.03%
$37.7K - $44.3K
16.9K $1.33M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
571
New
$33K - $38.7K
571 $45.2K
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
550
+ 3.59%
$31.7K - $37.3K
15.9K $1.26M
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
539
+ 2.96%
$31.1K - $36.5K
18.7K $1.48M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
450
+ 11.45%
$26K - $30.5K
4.38K $347K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
444
+ 1.1%
$25.6K - $30.1K
40.8K $3.23M

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