Purchases and Sales Made in Q4 2024 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 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 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-442- 52.12% |
$34.6K - $37.6K
|
406
$31.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-450- 0.89% |
$35.2K - $38.3K
|
50.2K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-509- 3.72% |
$39.8K - $43.4K
|
13.2K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-549- 11.55% |
$43K - $46.8K
|
4.2K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-603- 4.08% |
$47.2K - $51.4K
|
14.2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-694- 20.38% |
$54.3K - $59.1K
|
2.71K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-810- 4.67% |
$63.4K - $69K
|
16.6K
$1.29M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-849- 11.2% |
$66.4K - $72.3K
|
6.73K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-866- 53.76% |
$67.8K - $73.8K
|
745
$58K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-874- 8.92% |
$68.4K - $74.4K
|
8.92K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.11K- 30.42% |
$87.2K - $94.9K
|
2.55K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 5.63% |
$95.8K - $104K
|
20.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.53K- 3.64% |
$119K - $130K
|
40.4K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.63K- 2.34% |
$128K - $139K
|
68.2K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.9K- 34.91% |
$149K - $162K
|
3.54K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 8.91% |
$151K - $164K
|
19.8K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 41.35% |
$180K - $196K
|
3.27K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.45K- 5.91% |
$192K - $209K
|
39K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 10.78% |
$197K - $215K
|
20.9K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.62K- 39.75% |
$205K - $223K
|
3.96K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.62K- 1.45% |
$205K - $223K
|
178K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.75K- 1.24% |
$215K - $234K
|
218K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.3K- 76.96% |
$259K - $281K
|
989
$77K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.35K- 19.36% |
$262K - $285K
|
13.9K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.43K- 98.62% |
$268K - $292K
|
48
$3.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.93K- 2.93% |
$385K - $419K
|
163K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.31K- 10.22% |
$494K - $538K
|
55.4K
$4.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.22K- 88.52% |
$565K - $615K
|
936
$72.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 47.19% |
$968K - $1.05M
|
13.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.4K- 21.33% |
$2.85M - $3.1M
|
134K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-40.9K- 7.77% |
$3.2M - $3.48M
|
485K
$37.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-56.6K- 77.57% |
$4.43M - $4.82M
|
16.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85.7K- 87.78% |
$6.71M - $7.3M
|
11.9K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131K- 67.87% |
$10.2M - $11.1M
|
61.9K
$4.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-142K- 93.22% |
$11.1M - $12.1M
|
10.3K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 97.14% |
$12.2M - $13.2M
|
4.57K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-274K- 2.59% |
$21.5M - $23.4M
|
10.3M
$805M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-347K- 99.94% |
$27.1M - $29.5M
|
201
$15.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-361K- 81.68% |
$28.2M - $30.7M
|
80.9K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-373K- 84.63% |
$29.2M - $31.7M
|
67.7K
$5.27M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-543K- 8.61% |
$42.5M - $46.3M
|
5.77M
$450M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-687K- 10.02% |
$53.8M - $58.5M
|
6.17M
$480M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.97M- 99.25% |
$467M - $509M
|
45.4K
$3.54M
|