Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
326KNew |
$18.9M - $22.1M
|
326K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 146.51% |
$10.3M - $12M
|
299K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160K+ 711.72% |
$9.26M - $10.8M
|
182K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
140KNew |
$8.14M - $9.5M
|
140K
$11.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
134K+ 3140.59% |
$7.78M - $9.08M
|
138K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.3K+ 93.36% |
$5.42M - $6.32M
|
193K
$15.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
69.8K+ 15.59% |
$4.05M - $4.73M
|
518K
$41M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
47.5KNew |
$2.76M - $3.22M
|
47.5K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
47.5KNew |
$2.75M - $3.22M
|
47.5K
$3.76M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
46.5KNew |
$2.7M - $3.15M
|
46.5K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.3K+ 36.85% |
$2.22M - $2.59M
|
142K
$11.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
28.7K+ 690.97% |
$1.66M - $1.94M
|
32.8K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.6K+ 161.19% |
$1.43M - $1.67M
|
39.8K
$3.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.6KNew |
$1.31M - $1.53M
|
22.6K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.8KNew |
$1.26M - $1.47M
|
21.8K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.6KNew |
$1.2M - $1.4M
|
20.6K
$1.63M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 276.57% |
$1.18M - $1.37M
|
27.6K
$2.19M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
18.6K+ 27.24% |
$1.08M - $1.26M
|
86.8K
$6.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 31.89% |
$848K - $989K
|
60.4K
$4.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.2K+ 230.39% |
$822K - $960K
|
20.3K
$1.61M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1K+ 51.43% |
$701K - $819K
|
35.6K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1K+ 51.43% |
$701K - $819K
|
35.6K
$2.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.1K+ 59.06% |
$642K - $749K
|
29.8K
$2.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
10.8KNew |
$627K - $732K
|
10.8K
$856K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.11K+ 137.0% |
$529K - $617K
|
15.8K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.5KNew |
$435K - $508K
|
7.5K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.08KNew |
$411K - $479K
|
7.08K
$560K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
6.58K+ 3.65% |
$382K - $446K
|
187K
$14.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
4.86K+ 538.43% |
$282K - $329K
|
5.77K
$456K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.67KNew |
$271K - $316K
|
4.67K
$370K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.25KNew |
$247K - $288K
|
4.25K
$337K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.08KNew |
$237K - $277K
|
4.08K
$323K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
4.02KNew |
$233K - $272K
|
4.02K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.83K+ 55.64% |
$222K - $259K
|
10.7K
$847K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.64K+ 54.33% |
$211K - $247K
|
10.4K
$820K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.47K+ 13.4% |
$201K - $235K
|
29.3K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.39KNew |
$197K - $230K
|
3.39K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.36K+ 40.81% |
$195K - $228K
|
11.6K
$918K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.3K+ 17.21% |
$191K - $223K
|
22.5K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.12KNew |
$181K - $211K
|
3.12K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.09K+ 6.65% |
$179K - $209K
|
49.5K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.36K+ 33.48% |
$137K - $160K
|
9.41K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.31KNew |
$134K - $156K
|
2.31K
$183K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.02KNew |
$117K - $137K
|
2.02K
$160K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.92K+ 25.97% |
$112K - $130K
|
9.33K
$739K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 4.05% |
$111K - $130K
|
49.2K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.44KNew |
$83.3K - $97.2K
|
1.44K
$114K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$77.8K - $90.7K
|
1.34K
$106K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.03K+ 15.15% |
$59.9K - $70K
|
7.85K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
924+ 19.86% |
$53.6K - $62.6K
|
5.58K
$442K
|