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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$24.9K - $28.1K
|
400
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
272+ 1.29% |
$16.9K - $19.1K
|
21.3K
$1.68M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
227+ 398.25% |
$14.1K - $16K
|
284
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
181+ 14.4% |
$11.3K - $12.7K
|
1.44K
$113K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
97+ 0.66% |
$6.04K - $6.82K
|
14.7K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 1.32% |
$4.11K - $4.64K
|
5.08K
$399K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$2.49K - $2.81K
|
40
$3.14K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
34New |
$2.12K - $2.39K
|
34
$2.67K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 1.4% |
$249 - $281
|
289
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
3+ 0.08% |
$187 - $211
|
3.8K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.54% |
$62.3 - $70.4
|
66
$5.18K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$62.3 - $70.4
|
14.7K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$62.3 - $70.4
|
52.2K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.26% |
$436 - $492
|
2.7K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-23- 8.81% |
$1.43K - $1.62K
|
238
$18.7K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-92- 1.46% |
$5.73K - $6.47K
|
6.22K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109- 0.82% |
$6.79K - $7.67K
|
13.2K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-113- 3.23% |
$7.04K - $7.95K
|
3.38K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-120- 1.3% |
$7.47K - $8.44K
|
9.1K
$715K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-125- 1.44% |
$7.78K - $8.79K
|
8.57K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-208- 0.15% |
$13K - $14.6K
|
141K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-210- 2.66% |
$13.1K - $14.8K
|
7.69K
$604K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-493- 1.55% |
$30.7K - $34.7K
|
31.2K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-586- 0.26% |
$36.5K - $41.2K
|
229K
$17.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-777- 3.71% |
$48.4K - $54.7K
|
20.2K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-780- 14.58% |
$48.6K - $54.9K
|
4.57K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-800- 9.71% |
$49.8K - $56.3K
|
7.44K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-826- 21.86% |
$51.4K - $58.1K
|
2.95K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-839- 14.45% |
$52.2K - $59K
|
4.97K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-900- 11.69% |
$56K - $63.3K
|
6.8K
$534K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.19K- 6.41% |
$74.2K - $83.9K
|
17.4K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.29K- 1.97% |
$80.3K - $90.8K
|
64K
$5.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.3K- 38.24% |
$81K - $91.5K
|
2.1K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.64K- 19.19% |
$102K - $115K
|
6.89K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.64K- 6.49% |
$102K - $115K
|
23.6K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.91K- 1.83% |
$119K - $134K
|
102K
$8.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.66K- 13.1% |
$165K - $187K
|
17.6K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.72K- 48.78% |
$169K - $191K
|
2.86K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.08K- 98.72% |
$192K - $217K
|
40
$3.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.3K- 5.98% |
$205K - $232K
|
51.9K
$4.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-3.66K- 3.59% |
$228K - $258K
|
98.4K
$7.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.94K- 51.11% |
$245K - $277K
|
3.77K
$296K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.18K- 2.88% |
$261K - $294K
|
141K
$11.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.72K- 13.38% |
$294K - $332K
|
30.5K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.83K- 49.81% |
$301K - $340K
|
4.87K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 84.7% |
$305K - $344K
|
884
$69.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 16.47% |
$345K - $390K
|
28.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.67K- 8.95% |
$353K - $399K
|
57.7K
$4.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.71K- 64.29% |
$418K - $472K
|
3.73K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.12K- 48.84% |
$443K - $501K
|
7.46K
$586K
|