Purchases and Sales Made in Q3 2023 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 2023. 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 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
9.03M
New
$590M - $629M
9.03M $760M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
6.73M
New
$440M - $469M
6.73M $567M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
240K
+ 603.66%
$15.7M - $16.7M
280K $23.6M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
113K
+ 216.08%
$7.38M - $7.86M
165K $13.9M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
60.6K
+ 36.22%
$3.96M - $4.22M
228K $19.2M
Oct 12, 2023 Q3 2023
Compton Wealth Advisory Group, LLC

BUY
 -
24.7K
+ 12.37%
$1.61M - $1.72M
224K $18.9M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
19.9K
+ 214.98%
$1.3M - $1.39M
29.2K $2.46M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
18.2K
+ 50.8%
$1.19M - $1.27M
53.9K $4.54M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
16.8K
New
$1.1M - $1.17M
16.8K $1.42M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
16.4K
+ 9.58%
$1.07M - $1.14M
187K $15.8M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
12K
+ 269.75%
$786K - $838K
16.5K $1.39M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
12K
New
$785K - $836K
12K $1.01M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
11.6K
New
$761K - $810K
11.6K $980K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
10.8K
+ 9.13%
$709K - $755K
130K $10.9M
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
10.5K
+ 7.8%
$684K - $729K
145K $12.2M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
8.53K
New
$557K - $594K
8.53K $718K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
8.16K
+ 17.23%
$533K - $568K
55.5K $4.67M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.86K
+ 49.59%
$449K - $478K
20.7K $1.74M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
6.85K
+ 11.72%
$448K - $477K
65.3K $5.5M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.5K
+ 2.46%
$359K - $383K
229K $19.3M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
5.23K
+ 117.06%
$342K - $364K
9.69K $817K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.18K
+ 21.78%
$338K - $361K
28.9K $2.44M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.08K
+ 3.3%
$332K - $354K
159K $13.4M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.02K
+ 10.65%
$328K - $350K
52.2K $4.39M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.2K
+ 3.39%
$275K - $293K
128K $10.8M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
4.01K
+ 7.88%
$262K - $280K
54.9K $4.63M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.94K
+ 37.09%
$258K - $275K
14.6K $1.23M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
3.78K
New
$247K - $263K
3.78K $318K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
3.5K
New
$229K - $243K
3.5K $294K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.83K
+ 5.41%
$185K - $197K
55.2K $4.65M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
2.68K
New
$175K - $187K
2.68K $226K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.6K
+ 27.46%
$170K - $181K
12.1K $1.02M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
2.54K
+ 77.69%
$166K - $177K
5.81K $489K
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.31K
New
$151K - $161K
2.31K $194K
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
1.63K
+ 0.93%
$107K - $114K
177K $14.9M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.26K
New
$82.2K - $87.6K
1.26K $106K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
1.16K
+ 11.23%
$75.7K - $80.7K
11.5K $966K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
830
+ 1.9%
$54.3K - $57.8K
44.5K $3.75M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
800
+ 16.74%
$52.3K - $55.7K
5.58K $470K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
777
+ 2.87%
$50.8K - $54.1K
27.9K $2.35M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
637
New
$41.6K - $44.4K
637 $53.7K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
438
+ 8.21%
$28.6K - $30.5K
5.78K $487K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
420
+ 0.76%
$27.5K - $29.3K
55.5K $4.67M
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
350
New
$22.9K - $24.4K
350 $29.5K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
304
New
$19.9K - $21.2K
304 $25.6K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
261
New
$17.1K - $18.2K
261 $22K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
160
New
$10.5K - $11.1K
160 $13.5K
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
120
+ 1.32%
$7.84K - $8.36K
9.22K $777K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
103
+ 0.32%
$6.73K - $7.17K
32.2K $2.71M

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