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 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
905+ 6.66% |
$52.5K - $61.3K
|
14.5K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
890+ 22.4% |
$51.6K - $60.3K
|
4.86K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
800+ 19.45% |
$46.4K - $54.2K
|
4.91K
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
674+ 3.73% |
$39.1K - $45.6K
|
18.8K
$1.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$34.8K - $40.6K
|
600
$47.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
378New |
$21.9K - $25.6K
|
378
$29.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
222New |
$12.9K - $15K
|
222
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
207New |
$12K - $14K
|
207
$16.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
191New |
$11.1K - $12.9K
|
191
$15K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
144New |
$8.36K - $9.75K
|
144
$11.3K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115New |
$6.67K - $7.79K
|
115
$9.03K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90+ 0.22% |
$5.22K - $6.09K
|
40.9K
$3.21M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
69+ 2.26% |
$4K - $4.67K
|
3.12K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
37+ 0.91% |
$2.15K - $2.51K
|
4.1K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29+ 0.59% |
$1.68K - $1.96K
|
4.97K
$390K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3New |
$174 - $203
|
3
$236
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.0% |
$116 - $135
|
52.5K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 6.76% |
$290 - $339
|
69
$5.42K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-38- 0.25% |
$2.21K - $2.57K
|
15.2K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-139- 0.19% |
$8.07K - $9.41K
|
73.9K
$5.81M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-199- 39.96% |
$11.5K - $13.5K
|
299
$23.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-206- 1.03% |
$12K - $14K
|
19.7K
$1.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-336- 5.6% |
$19.5K - $22.8K
|
5.67K
$445K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-496- 21.94% |
$28.8K - $33.6K
|
1.77K
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-550- 3.46% |
$31.9K - $37.2K
|
15.3K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-614- 4.77% |
$35.6K - $41.6K
|
12.3K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-811- 21.46% |
$47.1K - $54.9K
|
2.97K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.06K- 2.95% |
$61.4K - $71.6K
|
34.9K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.16K- 1.66% |
$67K - $78.2K
|
68.5K
$5.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.68K- 4.91% |
$97.2K - $113K
|
32.5K
$2.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 99.51% |
$105K - $123K
|
9
$707
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.86K- 8.19% |
$108K - $126K
|
20.9K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.36K- 28.98% |
$195K - $228K
|
8.24K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.87K- 6.63% |
$225K - $262K
|
54.5K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 26.59% |
$260K - $303K
|
12.4K
$972K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-4.86K- 3.68% |
$282K - $329K
|
127K
$9.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.37K- 3.27% |
$312K - $364K
|
159K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.44K- 2.38% |
$316K - $368K
|
223K
$17.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.8K- 3.18% |
$453K - $528K
|
238K
$18.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-8.29K- 2.17% |
$481K - $562K
|
375K
$29.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-8.42K- 16.13% |
$489K - $570K
|
43.8K
$3.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-11K- 3.55% |
$641K - $748K
|
300K
$23.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.6K- 51.94% |
$1.14M - $1.33M
|
18.1K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 6.01% |
$1.18M - $1.38M
|
318K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.3K- 55.04% |
$1.23M - $1.44M
|
17.4K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.1K- 14.46% |
$1.74M - $2.04M
|
178K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42.3K- 17.89% |
$2.46M - $2.87M
|
194K
$15.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-80.6K- 4.3% |
$4.68M - $5.46M
|
1.79M
$141M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-201K- 2.66% |
$11.7M - $13.6M
|
7.36M
$578M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-291K- 6.63% |
$16.9M - $19.7M
|
4.1M
$322M
|