Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 200 Value E (IWX)

IWX Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q4 2024. 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 06, 2025 Q4 2024
M&T Bank Corp

BUY
 -
2.5K
+ 24.42%
$196K - $213K
12.8K $993K
Jan 24, 2025 Q4 2024
Horst & Graben Wealth Management LLC

BUY
 -
2.29K
+ 1.82%
$179K - $195K
128K $9.96M
Jan 28, 2025 Q4 2024
Smart Wealth LLC

Omaha, NE
BUY
 -
2.07K
+ 46.66%
$162K - $176K
6.49K $506K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.88K
+ 20.23%
$147K - $160K
11.2K $871K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
1.86K
+ 23.01%
$145K - $158K
9.92K $773K
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.64K
+ 637.74%
$128K - $140K
1.9K $148K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
1.53K
+ 78.13%
$119K - $130K
3.48K $271K
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
1.49K
+ 12.54%
$116K - $127K
13.4K $1.04M
Feb 24, 2025 Q4 2024
Great Valley Advisor Group, Inc.

BUY
 -
1.41K
+ 31.4%
$110K - $120K
5.88K $458K
Feb 13, 2025 Q4 2024
Prospera Financial Services Inc

BUY
 -
1.3K
+ 19.31%
$102K - $111K
8.03K $626K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
730
New
$57.1K - $62.2K
730 $56.9K
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
680
New
$53.2K - $57.9K
680 $53K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
512
+ 12.84%
$40.1K - $43.6K
4.5K $350K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
511
+ 1.39%
$40K - $43.5K
37.2K $2.9M
Feb 03, 2025 Q4 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
506
New
$39.6K - $43.1K
506 $39.4K
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
390
+ 2.87%
$30.5K - $33.2K
14K $1.09M
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
256
+ 7.75%
$20K - $21.8K
3.56K $277K
Jan 13, 2025 Q4 2024
Affinity Capital Advisors, LLC

BUY
 -
192
+ 6.15%
$15K - $16.4K
3.31K $258K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
186
New
$14.6K - $15.8K
186 $14.5K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
144
+ 144.0%
$11.3K - $12.3K
244 $19K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
118
+ 48.56%
$9.23K - $10.1K
361 $28.1K
Feb 03, 2025 Q4 2024
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
104
+ 1.18%
$8.14K - $8.86K
8.9K $693K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
103
New
$8.06K - $8.77K
103 $8.02K
Feb 14, 2025 Q4 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
96
New
$7.51K - $8.18K
96 $7.48K
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
93
New
$7.28K - $7.92K
93 $7.24K
Feb 11, 2025 Q4 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
90
+ 1.08%
$7.04K - $7.67K
8.43K $656K
Jan 27, 2025 Q4 2024
Yankcom Partnership

Yankton, SD
BUY
 -
79
New
$6.18K - $6.73K
79 $6.15K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
75
+ 1.49%
$5.87K - $6.39K
5.12K $398K
Feb 14, 2025 Q4 2024
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
71
+ 2.47%
$5.56K - $6.05K
2.94K $229K
Feb 14, 2025 Q4 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
39
New
$3.05K - $3.32K
39 $3.04K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
34
+ 0.66%
$2.66K - $2.9K
5.19K $404K
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
11
+ 0.28%
$861 - $937
3.96K $309K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
5
+ 5.81%
$391 - $426
91 $7.09K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1
+ 1.49%
$78.3 - $85.2
68 $5.3K
Jan 27, 2025 Q4 2024
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-6
- 0.14%
$470 - $511
4.33K $337K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-12
- 0.22%
$939 - $1.02K
5.38K $419K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

SELL
 -
-17
- 0.8%
$1.33K - $1.45K
2.1K $164K
Jan 30, 2025 Q4 2024
Wbh Advisory Inc

SELL
 -
-19
- 0.42%
$1.49K - $1.62K
4.55K $354K
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-45
- 0.36%
$3.52K - $3.83K
12.5K $974K
Jan 23, 2025 Q4 2024
Fsa Advisors, Inc.

Troy, MI
SELL
 -
-85
- 2.18%
$6.65K - $7.24K
3.82K $297K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

SELL
 -
-124
- 6.16%
$9.7K - $10.6K
1.89K $147K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-156
- 36.03%
$12.2K - $13.3K
277 $21.6K
Jan 14, 2025 Q4 2024
Clarus Wealth Advisors

SELL
 -
-172
- 2.63%
$13.5K - $14.6K
6.36K $495K
Jan 27, 2025 Q4 2024
Country Club Bank

SELL
 -
-265
- 1.26%
$20.7K - $22.6K
20.8K $1.62M
Feb 13, 2025 Q4 2024
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-267
- 4.56%
$20.9K - $22.7K
5.59K $435K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
SELL
 -
-325
- 52.5%
$25.4K - $27.7K
294 $22.9K
Jan 29, 2025 Q4 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-337
- 1.27%
$26.4K - $28.7K
26.3K $2.05M
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-437
- 14.24%
$34.2K - $37.2K
2.63K $205K
Apr 01, 2025 Q4 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-439
- 23.55%
$34.4K - $37.4K
1.43K $111K

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