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 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.29KNew |
$320K - $349K
|
4.29K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.81KNew |
$284K - $309K
|
3.81K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.48KNew |
$333K - $364K
|
4.48K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
371+ 1.74% |
$27.6K - $30.2K
|
21.7K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$294K - $321K
|
3.95K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-872- 0.52% |
$65K - $70.9K
|
168K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.53KNew |
$188K - $205K
|
2.53K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
773+ 2034.21% |
$57.6K - $62.8K
|
811
$66.8K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-715- 0.37% |
$53.3K - $58.1K
|
194K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257New |
$19.1K - $20.9K
|
257
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64KNew |
$197K - $215K
|
2.64K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.9K+ 8.99% |
$1.18M - $1.29M
|
193K
$15.9M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 8.26% |
$670 - $731
|
100
$8.24K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
243New |
$18.1K - $19.7K
|
243
$20K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.3KNew |
$5.84M - $6.37M
|
78.3K
$6.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
152KNew |
$11.3M - $12.3M
|
152K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-290- 1.92% |
$21.6K - $23.6K
|
14.8K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$271K - $296K
|
3.64K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.28% |
$447 - $488
|
2.12K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
389K+ 743.93% |
$29M - $31.6M
|
442K
$36.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$998K - $1.09M
|
13.4K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-151- 0.86% |
$11.2K - $12.3K
|
17.4K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-69- 1.01% |
$5.14K - $5.61K
|
6.73K
$554K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.01K- 2.8% |
$150K - $164K
|
69.8K
$5.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
253+ 4.52% |
$18.8K - $20.6K
|
5.86K
$482K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6M+ 30395.45% |
$447M - $488M
|
6.02M
$496M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.6K- 8.35% |
$119K - $130K
|
17.6K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
369+ 1.02% |
$27.5K - $30K
|
36.7K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-419- 18.35% |
$31.2K - $34.1K
|
1.86K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
328+ 112.71% |
$24.4K - $26.7K
|
619
$51K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.2KNew |
$1.5M - $1.64M
|
20.2K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1KNew |
$1.5M - $1.63M
|
20.1K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.86KNew |
$287K - $313K
|
3.86K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$3.8K - $4.14K
|
51
$4.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.92KNew |
$590K - $643K
|
7.92K
$652K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
88.4K+ 11.46% |
$6.59M - $7.19M
|
860K
$70.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-500- 13.44% |
$37.2K - $40.6K
|
3.22K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-236K- 3.33% |
$17.6M - $19.2M
|
6.85M
$565M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.8KNew |
$6.02M - $6.56M
|
80.8K
$6.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-397- 1.47% |
$29.6K - $32.3K
|
26.6K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-13.7K- 2.54% |
$1.02M - $1.11M
|
526K
$43.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51KNew |
$187K - $204K
|
2.51K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115- 3.4% |
$8.57K - $9.35K
|
3.27K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.47KClosed |
$110K - $120K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347KNew |
$25.8M - $28.2M
|
347K
$28.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.81K+ 14.58% |
$582K - $635K
|
61.4K
$5.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.27K+ 820.32% |
$541K - $591K
|
8.15K
$671K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$840K - $917K
|
11.3K
$929K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-66- 1.42% |
$4.92K - $5.36K
|
4.59K
$378K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.63% |
$74.5 - $81.3
|
159
$13.1K
|