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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-34- 0.75% |
$2.49K - $2.86K
|
4.47K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.63K+ 1.03% |
$192K - $221K
|
257K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 18.75% |
$110K - $126K
|
6.5K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.03KNew |
$442K - $508K
|
6.03K
$516K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
84.6K+ 85.53% |
$6.2M - $7.13M
|
184K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$561K - $644K
|
7.65K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
100+ 3.95% |
$7.33K - $8.42K
|
2.63K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-842- 4.04% |
$61.7K - $70.9K
|
20K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.01K+ 149.41% |
$587K - $674K
|
13.4K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.37% |
$659 - $758
|
2.47K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$12.7K - $14.6K
|
174
$14.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-668- 0.36% |
$48.9K - $56.2K
|
186K
$15.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-840- 5.09% |
$61.5K - $70.7K
|
15.7K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 169.12% |
$84.2K - $96.8K
|
1.83K
$157K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.91K- 10.35% |
$287K - $329K
|
33.9K
$2.9M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.48K- 3.52% |
$182K - $209K
|
68.1K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
36+ 0.24% |
$2.64K - $3.03K
|
14.9K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130+ 6.88% |
$9.52K - $10.9K
|
2.02K
$173K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-683- 65.11% |
$50K - $57.5K
|
366
$31.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
68+ 0.77% |
$4.98K - $5.72K
|
8.86K
$758K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 10.93% |
$68.5K - $78.7K
|
7.62K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 26.89% |
$29.2K - $33.5K
|
1.88K
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91KNew |
$433K - $497K
|
5.91K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
171+ 12.0% |
$12.5K - $14.4K
|
1.6K
$137K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.24K+ 0.5% |
$90.6K - $104K
|
248K
$21.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.83K- 27.39% |
$281K - $322K
|
10.2K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.76K - $2.02K
|
4.63K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 9.09% |
$7.33K - $8.42K
|
1K
$85.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
92.1K+ 22.08% |
$6.75M - $7.75M
|
509K
$43.6M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
468+ 8.39% |
$36.8K - $39.7K
|
6.05K
$517K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-18.2KClosed |
$1.43M - $1.55M
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.16K+ 633.75% |
$720K - $778K
|
10.6K
$908K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-121- 0.87% |
$9.5K - $10.3K
|
13.8K
$1.18M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
68.8KNew |
$5.4M - $5.84M
|
68.8K
$5.88M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45New |
$3.53K - $3.82K
|
45
$3.85K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
549New |
$43.1K - $46.6K
|
549
$47K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.9K+ 1.3% |
$228K - $246K
|
225K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 1.27% |
$201K - $217K
|
204K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.61K- 4.28% |
$598K - $646K
|
170K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
530+ 6.6% |
$41.6K - $45K
|
8.56K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 3.74% |
$119K - $128K
|
42K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
554KNew |
$43.5M - $47M
|
554K
$47.4M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.43K+ 0.29% |
$112K - $121K
|
487K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
302+ 314.58% |
$23.7K - $25.6K
|
398
$34K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.4K- 20.43% |
$3.88M - $4.2M
|
193K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.2K+ 8.39% |
$6.3M - $6.8M
|
1.04M
$88.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.12KNew |
$245K - $265K
|
3.12K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.25MNew |
$98.2M - $106M
|
1.25M
$107M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.62KNew |
$206K - $223K
|
2.62K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-754- 6.03% |
$59.2K - $64K
|
11.7K
$1M
|
|