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 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.98K+ 4.28% |
$446K - $486K
|
146K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.58KNew |
$415K - $453K
|
5.58K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.48KNew |
$333K - $364K
|
4.48K
$372K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.43KNew |
$330K - $360K
|
4.43K
$368K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$325K - $354K
|
4.36K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.29KNew |
$320K - $349K
|
4.29K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.19K+ 43.87% |
$312K - $341K
|
13.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$294K - $321K
|
3.95K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.86K+ 98.87% |
$288K - $314K
|
7.76K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.86KNew |
$287K - $313K
|
3.86K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.81KNew |
$284K - $309K
|
3.81K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$271K - $296K
|
3.64K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.57KNew |
$266K - $290K
|
3.57K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.48KNew |
$259K - $282K
|
3.48K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.09KNew |
$230K - $251K
|
3.09K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.05KNew |
$227K - $248K
|
3.05K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64KNew |
$197K - $215K
|
2.64K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.53KNew |
$188K - $205K
|
2.53K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51KNew |
$187K - $204K
|
2.51K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 1.94% |
$148K - $162K
|
105K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.21K+ 7.94% |
$89.8K - $98K
|
16.4K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
773+ 2034.21% |
$57.6K - $62.8K
|
811
$67.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 8.24% |
$52.1K - $56.9K
|
9.2K
$764K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
649New |
$48.3K - $52.7K
|
649
$53.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
483+ 14.13% |
$36K - $39.3K
|
3.9K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
395+ 4.2% |
$29.4K - $32.1K
|
9.8K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
376+ 7.2% |
$28K - $30.6K
|
5.6K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
376+ 0.9% |
$28K - $30.6K
|
42K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
371+ 1.74% |
$27.6K - $30.2K
|
21.7K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
369+ 1.02% |
$27.5K - $30K
|
36.7K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
328+ 112.71% |
$24.4K - $26.7K
|
619
$51.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257New |
$19.1K - $20.9K
|
257
$21.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
253+ 4.52% |
$18.8K - $20.6K
|
5.86K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
243New |
$18.1K - $19.7K
|
243
$20.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
230+ 0.74% |
$17.1K - $18.7K
|
31.1K
$2.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
156+ 56.32% |
$11.6K - $12.7K
|
433
$36K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
87New |
$6.48K - $7.07K
|
87
$7.22K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
86New |
$6.41K - $6.99K
|
86
$7.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
84+ 1.98% |
$6.26K - $6.83K
|
4.33K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78+ 1.46% |
$5.81K - $6.34K
|
5.43K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77New |
$5.74K - $6.26K
|
77
$6.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76+ 0.35% |
$5.66K - $6.18K
|
21.7K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
53+ 1.13% |
$3.95K - $4.31K
|
4.75K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$3.8K - $4.14K
|
51
$4.24K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
50+ 0.57% |
$3.72K - $4.06K
|
8.79K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 0.44% |
$2.61K - $2.84K
|
8.07K
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.23% |
$2.53K - $2.76K
|
14.8K
$1.23M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
27+ 0.95% |
$2.01K - $2.19K
|
2.87K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.56K - $1.71K
|
5.15K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.28% |
$447 - $488
|
2.12K
$176K
|