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 |
|---|---|---|---|---|---|---|---|
|
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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
549New |
$43.1K - $46.6K
|
549
$47K
|
|
|
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
|
Mai Capital Management
|
SELL
|
- |
-13- 0.25% |
$1.02K - $1.1K
|
5.1K
$436K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.69M - $1.83M
|
21.6K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
24.8K+ 178.96% |
$1.95M - $2.1M
|
38.6K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
296+ 0.88% |
$23.2K - $25.1K
|
33.9K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.59K- 2.41% |
$203K - $220K
|
105K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.85KNew |
$695K - $751K
|
8.85K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.77K+ 70.05% |
$767K - $829K
|
23.7K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.05K+ 39.22% |
$632K - $683K
|
28.6K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
273+ 1.38% |
$21.4K - $23.2K
|
20K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.88KNew |
$462K - $499K
|
5.88K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.1K- 10.58% |
$3.31M - $3.57M
|
356K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.01KNew |
$472K - $510K
|
6.01K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.57K+ 40.82% |
$359K - $387K
|
15.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.74K+ 19.52% |
$137K - $148K
|
10.7K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 21.14% |
$105K - $114K
|
7.69K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 61.85% |
$159K - $172K
|
5.29K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277Closed |
$21.8K - $23.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.95K- 6.32% |
$153K - $166K
|
29K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.3M - $1.41M
|
16.6K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 90.08% |
$4.38M - $4.73M
|
118K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
424+ 6.08% |
$33.3K - $36K
|
7.4K
$633K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
442+ 14.06% |
$34.7K - $37.5K
|
3.59K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-175- 4.63% |
$13.7K - $14.9K
|
3.61K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.2K+ 4.61% |
$487K - $526K
|
141K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-92- 3.13% |
$7.23K - $7.81K
|
2.85K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8K+ 359.33% |
$628K - $678K
|
10.2K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.81K- 3.57% |
$692K - $748K
|
238K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73New |
$5.73K - $6.19K
|
73
$6.24K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
262New |
$20.6K - $22.2K
|
262
$22.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.32KNew |
$261K - $282K
|
3.32K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.96K- 2.25% |
$546K - $590K
|
302K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 69.89% |
$5.11K - $5.52K
|
28
$2.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
368+ 0.36% |
$28.9K - $31.2K
|
102K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$918K - $992K
|
11.7K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
253+ 9.34% |
$19.9K - $21.5K
|
2.96K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-271- 7.65% |
$21.3K - $23K
|
3.27K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.15KNew |
$404K - $437K
|
5.15K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.6K+ 12.22% |
$2.16M - $2.34M
|
253K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
30+ 0.36% |
$2.36K - $2.55K
|
8.46K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.22K+ 15.69% |
$253K - $273K
|
23.7K
$2.03M
|