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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-337- 1.27% |
$26.4K - $28.7K
|
26.3K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-549- 11.55% |
$43K - $46.8K
|
4.2K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.7KNew |
$912K - $992K
|
11.7K
$984K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.26K+ 4.79% |
$568K - $619K
|
159K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$2.38M - $2.59M
|
30.4K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.07K+ 46.66% |
$162K - $176K
|
6.49K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
103New |
$8.06K - $8.77K
|
103
$8.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.45K- 5.91% |
$192K - $209K
|
39K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.24K+ 2.22% |
$254K - $276K
|
149K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.3K+ 5.74% |
$1.67M - $1.81M
|
392K
$33.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
512+ 12.84% |
$40.1K - $43.6K
|
4.5K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
79New |
$6.18K - $6.73K
|
79
$6.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-265- 1.26% |
$20.7K - $22.6K
|
20.8K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.14% |
$470 - $511
|
4.33K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.29K+ 1.82% |
$179K - $195K
|
128K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.22% |
$939 - $1.02K
|
5.38K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.69KNew |
$367K - $399K
|
4.69K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-85- 2.18% |
$6.65K - $7.24K
|
3.82K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
390+ 2.87% |
$30.5K - $33.2K
|
14K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3KNew |
$234K - $255K
|
3K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
144+ 144.0% |
$11.3K - $12.3K
|
244
$20.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-810- 4.67% |
$63.4K - $69K
|
16.6K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-509- 3.72% |
$39.8K - $43.4K
|
13.2K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 10.78% |
$197K - $215K
|
20.9K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-543K- 8.61% |
$42.5M - $46.3M
|
5.77M
$488M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.12K+ 25.14% |
$323K - $351K
|
20.5K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 23.01% |
$145K - $158K
|
9.92K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.52KNew |
$588K - $640K
|
7.52K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-124- 6.16% |
$9.7K - $10.6K
|
1.89K
$160K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
68K+ 875.61% |
$5.32M - $5.79M
|
75.7K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.9K- 34.91% |
$149K - $162K
|
3.54K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.49% |
$78.3 - $85.2
|
68
$5.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-450- 0.89% |
$35.2K - $38.3K
|
50.2K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.11K- 30.42% |
$87.2K - $94.9K
|
2.55K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7.76KNew |
$607K - $661K
|
7.76K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
91.9KNew |
$7.19M - $7.83M
|
91.9K
$7.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-172- 2.63% |
$13.5K - $14.6K
|
6.36K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.49K+ 12.54% |
$116K - $127K
|
13.4K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
192+ 6.15% |
$15K - $16.4K
|
3.31K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.32K+ 3.05% |
$573K - $623K
|
247K
$20.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$265K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.8KNew |
$5.12M - $5.59M
|
68.8K
$5.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-286K- 98.52% |
$21.3M - $23.3M
|
4.29K
$363K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$325K - $354K
|
4.36K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
785KNew |
$58.5M - $63.8M
|
785K
$66.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.2KNew |
$6.72M - $7.33M
|
90.2K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.4KNew |
$1.74M - $1.9M
|
23.4K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
87New |
$6.48K - $7.07K
|
87
$7.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.15MNew |
$160M - $175M
|
2.15M
$182M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.14K- 6.92% |
$84.7K - $92.4K
|
15.3K
$1.29M
|
|