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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34- 0.01% |
$2.53K - $2.76K
|
371K
$31.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$7.72M - $8.42M
|
104K
$8.83M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-286K- 98.52% |
$21.3M - $23.3M
|
4.29K
$365K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$325K - $354K
|
4.36K
$371K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
132K+ 220.29% |
$9.87M - $10.8M
|
193K
$16.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
785KNew |
$58.5M - $63.8M
|
785K
$66.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15K+ 4.12% |
$1.12M - $1.22M
|
379K
$32.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.15% |
$372 - $406
|
3.33K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20K+ 12.42% |
$1.49M - $1.62M
|
181K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.2K+ 333.77% |
$4.18M - $4.57M
|
73K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
376+ 0.9% |
$28K - $30.6K
|
42K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7KNew |
$1.17M - $1.28M
|
15.7K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.14K- 6.92% |
$84.7K - $92.4K
|
15.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76+ 0.35% |
$5.66K - $6.18K
|
21.7K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 5.02% |
$1.07M - $1.17M
|
301K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.15MNew |
$160M - $175M
|
2.15M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.2KNew |
$6.72M - $7.33M
|
90.2K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77New |
$5.74K - $6.26K
|
77
$6.56K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-463- 1.48% |
$34.5K - $37.6K
|
30.9K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$1.74M - $1.9M
|
23.4K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
87New |
$6.48K - $7.07K
|
87
$7.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.05KNew |
$227K - $248K
|
3.05K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
376+ 7.2% |
$28K - $30.6K
|
5.6K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-109K- 80.55% |
$8.08M - $8.82M
|
26.2K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.19K+ 43.87% |
$312K - $341K
|
13.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.9K- 76.68% |
$4.24M - $4.62M
|
17.3K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33K+ 20.43% |
$2.46M - $2.68M
|
195K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 20.45% |
$2.21M - $2.41M
|
175K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
88K+ 9.24% |
$6.56M - $7.15M
|
1.04M
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
395+ 4.2% |
$29.4K - $32.1K
|
9.8K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 1.94% |
$148K - $162K
|
105K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 8.24% |
$52.1K - $56.9K
|
9.2K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-184- 1.94% |
$13.7K - $15K
|
9.3K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.81K+ 16.64% |
$656K - $716K
|
61.7K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.17KNew |
$608K - $664K
|
8.17K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78+ 1.46% |
$5.81K - $6.34K
|
5.43K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
269K+ 2.6% |
$20M - $21.9M
|
10.6M
$903M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-306- 8.24% |
$22.8K - $24.9K
|
3.41K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-194K- 46.72% |
$14.4M - $15.7M
|
221K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.98K+ 4.28% |
$446K - $486K
|
146K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.55K- 2.04% |
$264K - $289K
|
171K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.4KNew |
$6.14M - $6.7M
|
82.4K
$7.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.34KNew |
$696K - $759K
|
9.34K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.58KNew |
$415K - $453K
|
5.58K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
373K+ 557.87% |
$27.8M - $30.3M
|
440K
$37.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1+ 0.04% |
$74.5 - $81.3
|
2.71K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.99K- 51.5% |
$520K - $568K
|
6.58K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
230+ 0.74% |
$17.1K - $18.7K
|
31.1K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 5583.31% |
$11.7M - $12.8M
|
160K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
204K+ 528.47% |
$15.2M - $16.6M
|
243K
$20.7M
|