Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6M+ 30395.45% |
$447M - $488M
|
6.02M
$473M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.15MNew |
$160M - $175M
|
2.15M
$169M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
785KNew |
$58.5M - $63.8M
|
785K
$61.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
389K+ 743.93% |
$29M - $31.6M
|
442K
$34.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
373K+ 557.87% |
$27.8M - $30.3M
|
440K
$34.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347KNew |
$25.8M - $28.2M
|
347K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
291KNew |
$21.6M - $23.6M
|
291K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
269K+ 2.6% |
$20M - $21.9M
|
10.6M
$833M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
204K+ 528.47% |
$15.2M - $16.6M
|
243K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 5583.31% |
$11.7M - $12.8M
|
160K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
152KNew |
$11.3M - $12.3M
|
152K
$11.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
132K+ 220.29% |
$9.87M - $10.8M
|
193K
$15.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$7.72M - $8.42M
|
104K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.2KNew |
$6.72M - $7.33M
|
90.2K
$7.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
88.4K+ 11.46% |
$6.59M - $7.19M
|
860K
$67.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
88K+ 9.24% |
$6.56M - $7.15M
|
1.04M
$81.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.4KNew |
$6.14M - $6.7M
|
82.4K
$6.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.8KNew |
$6.02M - $6.56M
|
80.8K
$6.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.3KNew |
$5.84M - $6.37M
|
78.3K
$6.15M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.8KNew |
$5.12M - $5.59M
|
68.8K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.2K+ 333.77% |
$4.18M - $4.57M
|
73K
$5.73M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.4K+ 7111.86% |
$3.53M - $3.85M
|
48K
$3.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43KNew |
$3.2M - $3.49M
|
43K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33K+ 20.43% |
$2.46M - $2.68M
|
195K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 20.45% |
$2.21M - $2.41M
|
175K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$1.74M - $1.9M
|
23.4K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.4KNew |
$1.67M - $1.82M
|
22.4K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.2KNew |
$1.5M - $1.64M
|
20.2K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1KNew |
$1.5M - $1.63M
|
20.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20K+ 12.42% |
$1.49M - $1.62M
|
181K
$14.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.4KNew |
$1.44M - $1.57M
|
19.4K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.9K+ 8.99% |
$1.18M - $1.29M
|
193K
$15.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.9K+ 8.99% |
$1.18M - $1.29M
|
193K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7KNew |
$1.17M - $1.28M
|
15.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 4.12% |
$1.12M - $1.22M
|
379K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 5.02% |
$1.07M - $1.17M
|
301K
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.7K+ 9.9% |
$1.02M - $1.12M
|
152K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$998K - $1.09M
|
13.4K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.7KNew |
$943K - $1.03M
|
12.7K
$994K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.9KNew |
$884K - $964K
|
11.9K
$932K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$840K - $917K
|
11.3K
$886K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.34KNew |
$696K - $759K
|
9.34K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.81K+ 16.64% |
$656K - $716K
|
61.7K
$4.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.36K+ 24.26% |
$623K - $679K
|
42.8K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.17KNew |
$608K - $664K
|
8.17K
$641K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.92KNew |
$590K - $643K
|
7.92K
$622K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.86KNew |
$586K - $639K
|
7.86K
$618K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.81K+ 14.58% |
$582K - $635K
|
61.4K
$4.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.27K+ 820.32% |
$541K - $591K
|
8.15K
$640K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.22K+ 36.23% |
$463K - $505K
|
23.4K
$1.84M
|