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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.67K+ 7.61% |
$366K - $398K
|
66K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
96New |
$7.51K - $8.18K
|
96
$8.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.35K- 19.36% |
$262K - $285K
|
13.9K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.3K+ 1268.61% |
$3.78M - $4.11M
|
52.1K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 637.74% |
$128K - $140K
|
1.9K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 41.35% |
$180K - $196K
|
3.27K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-874- 8.92% |
$68.4K - $74.4K
|
8.92K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-267- 4.56% |
$20.9K - $22.7K
|
5.59K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.95KNew |
$622K - $677K
|
7.95K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-156- 36.03% |
$12.2K - $13.3K
|
277
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3K+ 19.31% |
$102K - $111K
|
8.03K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 2.7% |
$2.2M - $2.4M
|
1.07M
$89.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 8.91% |
$151K - $164K
|
19.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$1.02M - $1.11M
|
13.1K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-373K- 84.63% |
$29.2M - $31.7M
|
67.7K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19.1KNew |
$1.5M - $1.63M
|
19.1K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.9KNew |
$618K - $673K
|
7.9K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-40.9K- 7.77% |
$3.2M - $3.48M
|
485K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 8.14% |
$198K - $216K
|
33.7K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131K- 67.87% |
$10.2M - $11.1M
|
61.9K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.62K- 1.45% |
$205K - $223K
|
178K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.15KNew |
$246K - $268K
|
3.15K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 1.85% |
$350K - $381K
|
247K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.9K+ 17.1% |
$2.58M - $2.8M
|
226K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
256+ 7.75% |
$20K - $21.8K
|
3.56K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.3K- 76.96% |
$259K - $281K
|
989
$83.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.65K+ 109.53% |
$285K - $310K
|
6.97K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.88K+ 20.23% |
$147K - $160K
|
11.2K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.9K+ 100.66% |
$1.17M - $1.27M
|
29.8K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.4K- 21.33% |
$2.85M - $3.1M
|
134K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.97M- 99.25% |
$467M - $509M
|
45.4K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 5.63% |
$95.8K - $104K
|
20.5K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-361K- 81.68% |
$28.2M - $30.7M
|
80.9K
$6.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
90+ 1.08% |
$7.04K - $7.67K
|
8.43K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-274K- 2.59% |
$21.5M - $23.4M
|
10.3M
$869M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-45- 0.36% |
$3.52K - $3.83K
|
12.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.47K+ 2.92% |
$506K - $551K
|
228K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-325- 52.5% |
$25.4K - $27.7K
|
294
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.93K- 2.93% |
$385K - $419K
|
163K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-687K- 10.02% |
$53.8M - $58.5M
|
6.17M
$519M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.63K- 2.34% |
$128K - $139K
|
68.2K
$5.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.62K- 39.75% |
$205K - $223K
|
3.96K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-56.6K- 77.57% |
$4.43M - $4.82M
|
16.4K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-85.7K- 87.78% |
$6.71M - $7.3M
|
11.9K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-603- 4.08% |
$47.2K - $51.4K
|
14.2K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-866- 53.76% |
$67.8K - $73.8K
|
745
$62.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 97.14% |
$12.2M - $13.2M
|
4.57K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.48K+ 48.62% |
$429K - $467K
|
16.8K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.28% |
$861 - $937
|
3.96K
$333K
|