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 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.67K- 8.95% |
$353K - $399K
|
57.7K
$4.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.71K- 64.29% |
$418K - $472K
|
3.73K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.12K- 48.84% |
$443K - $501K
|
7.46K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.16K- 14.7% |
$508K - $574K
|
47.3K
$3.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.34K- 5.28% |
$582K - $657K
|
168K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.6K- 70.43% |
$659K - $745K
|
4.45K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.4K- 45.79% |
$1.27M - $1.43M
|
24.1K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-22.8K- 57.1% |
$1.42M - $1.61M
|
17.2K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.7K- 10.41% |
$1.48M - $1.67M
|
204K
$16.7M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-64KClosed |
$3.99M - $4.5M
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-77.7K- 14.99% |
$4.84M - $5.46M
|
440K
$36.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79.2K- 0.88% |
$4.93M - $5.57M
|
8.95M
$733M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-120K- 72.64% |
$7.47M - $8.44M
|
45.2K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-129K- 89.41% |
$8.06M - $9.1M
|
15.3K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-331K- 95.4% |
$20.6M - $23.3M
|
16K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-607K- 9.58% |
$37.8M - $42.7M
|
5.73M
$469M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-618K- 9.18% |
$38.5M - $43.5M
|
6.12M
$501M
|