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 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7KNew |
$1.17M - $1.28M
|
15.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77New |
$5.74K - $6.26K
|
77
$6.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-463- 1.48% |
$34.5K - $37.6K
|
30.9K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.05KNew |
$227K - $248K
|
3.05K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78+ 1.46% |
$5.81K - $6.34K
|
5.43K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.17KNew |
$608K - $664K
|
8.17K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 8.24% |
$52.1K - $56.9K
|
9.2K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1+ 0.04% |
$74.5 - $81.3
|
2.71K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.34KNew |
$696K - $759K
|
9.34K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.4KNew |
$6.14M - $6.7M
|
82.4K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.53KNew |
$188K - $205K
|
2.53K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64KNew |
$197K - $215K
|
2.64K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-715- 0.37% |
$53.3K - $58.1K
|
194K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.3KNew |
$5.84M - $6.37M
|
78.3K
$6.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$271K - $296K
|
3.64K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$998K - $1.09M
|
13.4K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.6K- 8.35% |
$119K - $130K
|
17.6K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1KNew |
$1.5M - $1.63M
|
20.1K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.2KNew |
$1.5M - $1.64M
|
20.2K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-419- 18.35% |
$31.2K - $34.1K
|
1.86K
$157K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.86KNew |
$287K - $313K
|
3.86K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$3.8K - $4.14K
|
51
$4.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.92KNew |
$590K - $643K
|
7.92K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
88.4K+ 11.46% |
$6.59M - $7.19M
|
860K
$72.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-500- 13.44% |
$37.2K - $40.6K
|
3.22K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.8KNew |
$6.02M - $6.56M
|
80.8K
$6.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51KNew |
$187K - $204K
|
2.51K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115- 3.4% |
$8.57K - $9.35K
|
3.27K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.47KClosed |
$110K - $120K
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.63% |
$74.5 - $81.3
|
159
$13.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-66- 1.42% |
$4.92K - $5.36K
|
4.59K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
649New |
$48.3K - $52.7K
|
649
$54.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.4KNew |
$1.44M - $1.57M
|
19.4K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.4K+ 7111.86% |
$3.53M - $3.85M
|
48K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.7KNew |
$943K - $1.03M
|
12.7K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.36K+ 24.26% |
$623K - $679K
|
42.8K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333- 0.52% |
$24.8K - $27.1K
|
63.8K
$5.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.09KNew |
$230K - $251K
|
3.09K
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.57KNew |
$266K - $290K
|
3.57K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.86KNew |
$586K - $639K
|
7.86K
$664K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.4KNew |
$1.67M - $1.82M
|
22.4K
$1.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
43KNew |
$3.2M - $3.49M
|
43K
$3.63M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
767New |
$55.7K - $58.8K
|
767
$64.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$210K - $222K
|
2.9K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.2K+ 72.91% |
$305K - $322K
|
9.97K
$842K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.41KNew |
$538K - $568K
|
7.41K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.77KNew |
$273K - $289K
|
3.77K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.34KNew |
$170K - $179K
|
2.34K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.5KNew |
$689K - $728K
|
9.5K
$803K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.24KClosed |
$89.6K - $94.7K
|
0
$0
|
|