Latest Institutional Purchases of Ishares Tr Russell 200 Value E (IWX)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 200 Value E (IWX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
442KNew |
$36.7M - $38.8M
|
442K
$39.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.6K+ 11.6% |
$2.87M - $3.04M
|
333K
$29.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.6K+ 3.0% |
$2.54M - $2.69M
|
1.05M
$93.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29K+ 13.92% |
$2.41M - $2.55M
|
237K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.5K+ 12.39% |
$2.28M - $2.41M
|
249K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
25.1K+ 28.89% |
$2.09M - $2.21M
|
112K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
20.6K+ 4.42% |
$1.71M - $1.81M
|
486K
$43.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
20.4KNew |
$1.69M - $1.79M
|
20.4K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
19K+ 7.4% |
$1.58M - $1.67M
|
276K
$24.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
18.4K+ 11.49% |
$1.53M - $1.61M
|
178K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
16.1KNew |
$1.34M - $1.42M
|
16.1K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7K+ 100.67% |
$1.3M - $1.38M
|
31.3K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
13.9KNew |
$1.16M - $1.22M
|
13.9K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 4.41% |
$1.11M - $1.17M
|
317K
$28.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.1K+ 2.46% |
$1.09M - $1.15M
|
546K
$48.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$924K - $978K
|
11.1K
$993K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11K+ 4.63% |
$917K - $971K
|
250K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$862K - $912K
|
10.4K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.3K+ 8.67% |
$856K - $906K
|
129K
$11.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.92K+ 97.73% |
$824K - $872K
|
20.1K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.78K+ 20.01% |
$729K - $771K
|
52.6K
$4.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.88K+ 3.11% |
$654K - $692K
|
261K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.92K+ 3.51% |
$492K - $521K
|
175K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.53K+ 46.19% |
$459K - $486K
|
17.5K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.4K+ 6.79% |
$448K - $475K
|
84.9K
$7.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93K+ 19.16% |
$410K - $433K
|
30.7K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 65.71% |
$381K - $404K
|
11.6K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 2.26% |
$381K - $404K
|
208K
$18.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.48K+ 43.18% |
$372K - $394K
|
14.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2K+ 538.85% |
$349K - $369K
|
4.98K
$445K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 214.5% |
$348K - $368K
|
6.14K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.47K+ 1.91% |
$288K - $305K
|
185K
$16.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.44K+ 25.71% |
$285K - $302K
|
16.8K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 4.51% |
$282K - $298K
|
78.6K
$7.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$278K - $295K
|
3.35K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.11KNew |
$258K - $273K
|
3.11K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.07KNew |
$255K - $270K
|
3.07K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.87KNew |
$238K - $252K
|
2.87K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.57KNew |
$214K - $226K
|
2.57K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.48KNew |
$206K - $218K
|
2.48K
$221K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.42KNew |
$201K - $212K
|
2.42K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.35KNew |
$195K - $207K
|
2.35K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.35KNew |
$195K - $206K
|
2.35K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.32K+ 10.0% |
$193K - $204K
|
25.5K
$2.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.21K+ 3.97% |
$184K - $194K
|
58K
$5.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.05K+ 10.95% |
$171K - $181K
|
20.8K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.02K+ 7.12% |
$168K - $177K
|
30.4K
$2.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.01K+ 21.47% |
$167K - $176K
|
11.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$165K - $175K
|
1.99K
$178K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.93K+ 29.74% |
$161K - $170K
|
8.44K
$753K
|
|