Latest Institutional Transactions on Ishares Tr Russell 200 Value E (IWX)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 200 Value E (IWX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 5.75% |
$811K - $932K
|
182K
$15.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
882+ 11.92% |
$64.6K - $74.3K
|
8.28K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31KNew |
$2.27M - $2.61M
|
31K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.61K- 22.31% |
$631K - $725K
|
30K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.99K+ 210.29% |
$512K - $588K
|
10.3K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 156.49% |
$2.72M - $3.12M
|
60.8K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57K- 16.04% |
$4.18M - $4.8M
|
298K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
189+ 1.77% |
$13.8K - $15.9K
|
10.9K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 24.91% |
$766K - $880K
|
31.5K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.6K- 3.27% |
$337K - $387K
|
136K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.35KNew |
$392K - $450K
|
5.35K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66K- 56.16% |
$4.84M - $5.56M
|
51.6K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-871- 0.51% |
$63.8K - $73.3K
|
169K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 0.58% |
$86.3K - $99.2K
|
203K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 0.34% |
$76.1K - $87.5K
|
303K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
627+ 157.54% |
$45.9K - $52.8K
|
1.03K
$86.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-989- 10.41% |
$72.5K - $83.3K
|
8.51K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
290+ 1.9% |
$21.2K - $24.4K
|
15.6K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 7.52% |
$1.24M - $1.43M
|
208K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
231+ 42.08% |
$16.9K - $19.4K
|
780
$65.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.99K- 49.64% |
$219K - $251K
|
3.03K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.61K- 2.34% |
$118K - $135K
|
67.2K
$5.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.5K+ 16.12% |
$1.21M - $1.39M
|
119K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-21K- 4.31% |
$1.54M - $1.77M
|
466K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 81.18% |
$987K - $1.13M
|
3.12K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.21KNew |
$528K - $607K
|
7.21K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$1.28M - $1.47M
|
17.5K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 57.89% |
$1.44M - $1.65M
|
53.6K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
328+ 2.79% |
$24K - $27.6K
|
12.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-619- 77.28% |
$45.3K - $52.1K
|
182
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$1.25M - $1.43M
|
17K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$580K - $667K
|
7.92K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.22K- 4.98% |
$382K - $439K
|
99.6K
$8.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.34K- 18.69% |
$391K - $449K
|
23.2K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36.7K- 3.54% |
$2.69M - $3.09M
|
1M
$84.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 31.36% |
$81.5K - $93.7K
|
2.44K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.65K+ 25.01% |
$194K - $223K
|
13.3K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-35- 0.52% |
$2.56K - $2.95K
|
6.73K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.72KNew |
$419K - $482K
|
5.72K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
6.68KNew |
$489K - $562K
|
6.68K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
114K+ 728.73% |
$8.32M - $9.56M
|
129K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.2K- 45.48% |
$87.7K - $101K
|
1.44K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
533KNew |
$39M - $44.8M
|
533K
$45M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.35K+ 2703.45% |
$172K - $198K
|
2.44K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
966+ 10.41% |
$70.8K - $81.3K
|
10.2K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-487- 4.17% |
$35.7K - $41K
|
11.2K
$947K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8KNew |
$718K - $825K
|
9.8K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 24.68% |
$37.9K - $43.5K
|
1.58K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
623+ 1297.92% |
$45.6K - $52.5K
|
671
$56.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.82KNew |
$426K - $490K
|
5.82K
$492K
|