Purchases and Sales Made in Q3 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
318New |
$18.4K - $21.6K
|
318
$25.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
298+ 1.52% |
$17.2K - $20.2K
|
20K
$1.58M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
154+ 3.03% |
$8.89K - $10.4K
|
5.24K
$415K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
150New |
$8.66K - $10.2K
|
150
$11.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
130+ 1.94% |
$7.5K - $8.81K
|
6.82K
$540K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
39New |
$2.25K - $2.64K
|
39
$3.09K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.69% |
$1.96K - $2.3K
|
4.94K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.73K - $2.03K
|
30
$2.38K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$462 - $542
|
8
$633
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 5.68% |
$289 - $339
|
83
$6.57K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$635 - $746
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-25- 4.78% |
$1.44K - $1.69K
|
498
$39.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88- 2.21% |
$5.08K - $5.97K
|
3.89K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-157- 1.02% |
$9.06K - $10.6K
|
15.3K
$1.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-193- 4.53% |
$11.1K - $13.1K
|
4.07K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-264- 5.58% |
$15.2K - $17.9K
|
4.47K
$354K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.03K- 2.91% |
$59.2K - $69.5K
|
34.1K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.19K- 1.69% |
$68.9K - $80.9K
|
69.6K
$5.51M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.2K- 14.54% |
$69.2K - $81.3K
|
7.05K
$558K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.73K- 11.28% |
$99.7K - $117K
|
13.6K
$1.08M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.89K- 7.27% |
$109K - $128K
|
24.1K
$1.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.98K- 8.0% |
$114K - $134K
|
22.7K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.42K- 1.96% |
$139K - $164K
|
121K
$9.59M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3K- 33.31% |
$173K - $203K
|
6K
$475K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.2K- 19.93% |
$185K - $217K
|
12.9K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 46.96% |
$238K - $279K
|
4.65K
$368K
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-4.36K- 2.36% |
$251K - $295K
|
180K
$14.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-5.8K- 71.95% |
$335K - $393K
|
2.26K
$179K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11.2K- 4.38% |
$649K - $763K
|
246K
$19.4M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 33.34% |
$678K - $797K
|
23.5K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.8K- 33.34% |
$678K - $797K
|
23.5K
$1.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-13.1K- 23.0% |
$757K - $889K
|
43.9K
$3.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-88.2K- 16.45% |
$5.09M - $5.98M
|
448K
$35.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-100K- 5.08% |
$5.79M - $6.8M
|
1.88M
$149M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.21M- 21.62% |
$69.9M - $82.1M
|
4.39M
$348M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21M- 20.34% |
$70M - $82.2M
|
4.75M
$376M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.33M- 99.78% |
$192M - $226M
|
7.41K
$586K
|