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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-849- 11.2% |
$66.4K - $72.3K
|
6.73K
$569K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
730New |
$57.1K - $62.2K
|
730
$61.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
74.3KNew |
$5.81M - $6.32M
|
74.3K
$6.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.41K+ 31.4% |
$110K - $120K
|
5.88K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.53K- 3.64% |
$119K - $130K
|
40.4K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
75+ 1.49% |
$5.87K - $6.39K
|
5.12K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-694- 20.38% |
$54.3K - $59.1K
|
2.71K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.8K+ 14.29% |
$2.18M - $2.37M
|
222K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-437- 14.24% |
$34.2K - $37.2K
|
2.63K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
202KNew |
$15.8M - $17.2M
|
202K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.35K- 19.36% |
$262K - $285K
|
13.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.67K+ 7.61% |
$366K - $398K
|
66K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
96New |
$7.51K - $8.18K
|
96
$8.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.26K+ 2.75% |
$647K - $704K
|
309K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118+ 48.56% |
$9.23K - $10.1K
|
361
$30.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
956KNew |
$74.8M - $81.4M
|
956K
$80.8M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
39New |
$3.05K - $3.32K
|
39
$3.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9K+ 137.68% |
$1.48M - $1.61M
|
32.7K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
93New |
$7.28K - $7.92K
|
93
$7.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.1K+ 38.39% |
$5.25M - $5.72M
|
242K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
71+ 2.47% |
$5.56K - $6.05K
|
2.94K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
750+ 13.4% |
$58.7K - $63.9K
|
6.35K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 47.19% |
$968K - $1.05M
|
13.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 4.81% |
$1.43M - $1.56M
|
398K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 2.59% |
$212K - $231K
|
107K
$9.08M
|
|
|
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
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-874- 8.92% |
$68.4K - $74.4K
|
8.92K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-267- 4.56% |
$20.9K - $22.7K
|
5.59K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.95KNew |
$622K - $677K
|
7.95K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-156- 36.03% |
$12.2K - $13.3K
|
277
$23.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.3K+ 1268.61% |
$3.78M - $4.11M
|
52.1K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 2.7% |
$2.2M - $2.4M
|
1.07M
$90.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 8.91% |
$151K - $164K
|
19.8K
$1.67M
|
|
|
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
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 1.85% |
$350K - $381K
|
247K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-373K- 84.63% |
$29.2M - $31.7M
|
67.7K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19.1KNew |
$1.5M - $1.63M
|
19.1K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3K+ 19.31% |
$102K - $111K
|
8.03K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.9KNew |
$618K - $673K
|
7.9K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-40.9K- 7.77% |
$3.2M - $3.48M
|
485K
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 8.14% |
$198K - $216K
|
33.7K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131K- 67.87% |
$10.2M - $11.1M
|
61.9K
$5.23M
|
|
|
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
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.9K+ 17.1% |
$2.58M - $2.8M
|
226K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
256+ 7.75% |
$20K - $21.8K
|
3.56K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.3K- 76.96% |
$259K - $281K
|
989
$83.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.65K+ 109.53% |
$285K - $310K
|
6.97K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.88K+ 20.23% |
$147K - $160K
|
11.2K
$945K
|