Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
357K+ 127.61% |
$22.2M - $25.1M
|
637K
$50M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
234K+ 2010.12% |
$14.6M - $16.5M
|
246K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
175K+ 33.85% |
$10.9M - $12.3M
|
693K
$54.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
150K+ 8.74% |
$9.36M - $10.6M
|
1.87M
$147M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
146K+ 254.41% |
$9.11M - $10.3M
|
204K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.2K+ 396.96% |
$5.12M - $5.78M
|
103K
$8.08M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
64.1KNew |
$3.99M - $4.51M
|
64.1K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.5K+ 152.44% |
$2.65M - $2.99M
|
70.4K
$5.53M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$2.58M - $2.92M
|
41.5K
$3.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
34.1K+ 63.32% |
$2.13M - $2.4M
|
88.1K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
33.3KNew |
$2.07M - $2.34M
|
33.3K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27.6K+ 94.5% |
$1.72M - $1.94M
|
56.7K
$4.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
25.1K+ 11.2% |
$1.56M - $1.77M
|
249K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.3K+ 117.19% |
$1.2M - $1.36M
|
35.8K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
15.4K+ 8.24% |
$961K - $1.09M
|
203K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.22% |
$948K - $1.07M
|
200K
$15.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.7KNew |
$855K - $966K
|
13.7K
$1.08M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 5.78% |
$693K - $783K
|
204K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.9K+ 320.59% |
$679K - $767K
|
14.3K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 61.91% |
$649K - $734K
|
27.3K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 7.65% |
$610K - $689K
|
138K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.54K+ 4.76% |
$532K - $601K
|
188K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.34KNew |
$519K - $587K
|
8.34K
$655K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.17KNew |
$509K - $575K
|
8.17K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.79KNew |
$485K - $548K
|
7.79K
$612K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7.58KNew |
$472K - $533K
|
7.58K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.1KNew |
$442K - $499K
|
7.1K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.89K+ 4.33% |
$429K - $485K
|
166K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.81KNew |
$362K - $409K
|
5.81K
$457K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 10.66% |
$346K - $391K
|
57.7K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.5K+ 4.24% |
$342K - $387K
|
135K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.05K+ 38869.23% |
$315K - $355K
|
5.07K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.98K+ 9.06% |
$310K - $350K
|
59.9K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.95K+ 17.1% |
$308K - $348K
|
33.9K
$2.66M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.95KNew |
$308K - $348K
|
4.95K
$388K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.63KNew |
$288K - $326K
|
4.63K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.94K+ 1.38% |
$245K - $277K
|
289K
$22.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.74KNew |
$233K - $263K
|
3.74K
$294K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.37KNew |
$210K - $237K
|
3.37K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.27K+ 227.8% |
$204K - $230K
|
4.7K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.16KNew |
$197K - $223K
|
3.16K
$248K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.12K+ 17.76% |
$194K - $219K
|
20.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$179K - $202K
|
2.88K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.81K+ 7.47% |
$175K - $198K
|
40.4K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.63K+ 8.19% |
$164K - $185K
|
34.8K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 17.52% |
$132K - $149K
|
14.2K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.9KNew |
$118K - $134K
|
1.9K
$149K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.68KNew |
$105K - $118K
|
1.68K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.06K+ 26.73% |
$66.2K - $74.8K
|
5.04K
$396K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
902+ 22.54% |
$56.2K - $63.5K
|
4.9K
$385K
|