Purchases and Sales Made in Q3 2025 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 2025. 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 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
18.4K+ 11.49% |
$1.53M - $1.61M
|
178K
$15.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.92K+ 97.73% |
$824K - $872K
|
20.1K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 214.5% |
$348K - $368K
|
6.14K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.44K+ 25.71% |
$285K - $302K
|
16.8K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$278K - $295K
|
3.35K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.87KNew |
$238K - $252K
|
2.87K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.35KNew |
$195K - $207K
|
2.35K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.05K+ 10.95% |
$171K - $181K
|
20.8K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.93K+ 29.74% |
$161K - $170K
|
8.44K
$738K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1KNew |
$83K - $87.9K
|
1K
$87.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
469+ 2.89% |
$38.9K - $41.2K
|
16.7K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
356+ 195.6% |
$29.6K - $31.3K
|
538
$47.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256New |
$21.3K - $22.5K
|
256
$22.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
220New |
$18.3K - $19.3K
|
220
$19.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
137New |
$11.4K - $12K
|
137
$12K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
70+ 3.73% |
$5.81K - $6.15K
|
1.95K
$170K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.23% |
$2.82K - $2.99K
|
15K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.45% |
$249 - $264
|
674
$59K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-119- 4.55% |
$9.88K - $10.5K
|
2.49K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-139- 2.35% |
$11.5K - $12.2K
|
5.77K
$505K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-268- 0.4% |
$22.3K - $23.6K
|
66.6K
$5.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-671- 9.35% |
$55.7K - $59K
|
6.5K
$569K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-689- 34.13% |
$57.2K - $60.5K
|
1.33K
$116K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-795- 2.35% |
$66K - $69.9K
|
33.1K
$2.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-804- 8.26% |
$66.8K - $70.7K
|
8.93K
$781K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-928- 0.79% |
$77.1K - $81.6K
|
117K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 8.33% |
$121K - $128K
|
16K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 23.08% |
$125K - $132K
|
5K
$437K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.77K- 8.85% |
$147K - $156K
|
18.2K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.04K- 0.82% |
$169K - $179K
|
246K
$21.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 62.12% |
$1.55M - $1.64M
|
11.4K
$994K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-104K- 20.36% |
$8.61M - $9.11M
|
406K
$35.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-143K- 70.33% |
$11.9M - $12.6M
|
60.4K
$5.29M
|