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 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.15% |
$372 - $406
|
3.33K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.63% |
$74.5 - $81.3
|
159
$13.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$74.5 - $81.3
|
50.6K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1+ 0.04% |
$74.5 - $81.3
|
2.71K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 8.26% |
$670 - $731
|
100
$8.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34- 0.01% |
$2.53K - $2.76K
|
371K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-37- 0.8% |
$2.76K - $3.01K
|
4.57K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-66- 1.42% |
$4.92K - $5.36K
|
4.59K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-69- 1.01% |
$5.14K - $5.61K
|
6.73K
$559K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115- 3.4% |
$8.57K - $9.35K
|
3.27K
$271K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-151- 0.86% |
$11.2K - $12.3K
|
17.4K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-178- 2.65% |
$13.3K - $14.5K
|
6.53K
$542K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-180- 5.45% |
$13.4K - $14.6K
|
3.12K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-184- 1.94% |
$13.7K - $15K
|
9.3K
$772K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-192- 3.44% |
$14.3K - $15.6K
|
5.39K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-290- 1.92% |
$21.6K - $23.6K
|
14.8K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-306- 8.24% |
$22.8K - $24.9K
|
3.41K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333- 0.52% |
$24.8K - $27.1K
|
63.8K
$5.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-397- 1.47% |
$29.6K - $32.3K
|
26.6K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-419- 18.35% |
$31.2K - $34.1K
|
1.86K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-463- 1.48% |
$34.5K - $37.6K
|
30.9K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-500- 13.44% |
$37.2K - $40.6K
|
3.22K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-595- 2.75% |
$44.3K - $48.4K
|
21.1K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-648- 4.52% |
$48.3K - $52.7K
|
13.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-715- 0.37% |
$53.3K - $58.1K
|
194K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-820- 17.06% |
$61.1K - $66.6K
|
3.99K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-872- 0.52% |
$65K - $70.9K
|
168K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 0.47% |
$77.4K - $84.4K
|
221K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.14K- 6.92% |
$84.7K - $92.4K
|
15.3K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.47KClosed |
$110K - $120K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.6K- 8.35% |
$119K - $130K
|
17.6K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.01K- 2.8% |
$150K - $164K
|
69.8K
$5.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.3K- 2.31% |
$172K - $187K
|
97.6K
$8.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.33K- 7.44% |
$248K - $271K
|
41.5K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.55K- 2.04% |
$264K - $289K
|
171K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.99K- 51.5% |
$520K - $568K
|
6.58K
$546K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.04K- 41.9% |
$674K - $735K
|
12.5K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-12.1K- 4.81% |
$903K - $986K
|
240K
$19.9M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-13.7K- 2.54% |
$1.02M - $1.11M
|
526K
$43.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-30.4K- 19.47% |
$2.26M - $2.47M
|
126K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.9K- 76.68% |
$4.24M - $4.62M
|
17.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-109K- 80.55% |
$8.08M - $8.82M
|
26.2K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-194K- 46.72% |
$14.4M - $15.7M
|
221K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-236K- 3.33% |
$17.6M - $19.2M
|
6.85M
$569M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-286K- 98.52% |
$21.3M - $23.3M
|
4.29K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-338K- 5.08% |
$25.1M - $27.4M
|
6.31M
$524M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-341K- 58.95% |
$25.4M - $27.7M
|
238K
$19.7M
|