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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
92.1K+ 22.08% |
$6.75M - $7.75M
|
509K
$43.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
84.6K+ 85.53% |
$6.2M - $7.13M
|
184K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.01K+ 149.41% |
$587K - $674K
|
13.4K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$561K - $644K
|
7.65K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.03KNew |
$442K - $508K
|
6.03K
$516K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91KNew |
$433K - $497K
|
5.91K
$505K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.63K+ 1.03% |
$192K - $221K
|
257K
$22M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.24K+ 0.5% |
$90.6K - $104K
|
248K
$21.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 169.12% |
$84.2K - $96.8K
|
1.83K
$157K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 26.89% |
$29.2K - $33.5K
|
1.88K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$12.7K - $14.6K
|
174
$14.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
171+ 12.0% |
$12.5K - $14.4K
|
1.6K
$137K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130+ 6.88% |
$9.52K - $10.9K
|
2.02K
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
100+ 3.95% |
$7.33K - $8.42K
|
2.63K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
68+ 0.77% |
$4.98K - $5.72K
|
8.86K
$758K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
36+ 0.24% |
$2.64K - $3.03K
|
14.9K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.76K - $2.02K
|
4.63K
$396K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.37% |
$659 - $758
|
2.47K
$211K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.04M+ 8893.6% |
$317M - $343M
|
4.09M
$349M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.25MNew |
$98.2M - $106M
|
1.25M
$107M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
830K+ 8.04% |
$65.2M - $70.4M
|
11.2M
$954M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
554KNew |
$43.5M - $47M
|
554K
$47.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
544K+ 672.44% |
$42.7M - $46.2M
|
625K
$53.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
277K+ 409.28% |
$21.8M - $23.5M
|
345K
$29.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
103K+ 1.68% |
$8.12M - $8.77M
|
6.27M
$536M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80.2K+ 8.39% |
$6.3M - $6.8M
|
1.04M
$88.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71.4K+ 1.24% |
$5.61M - $6.06M
|
5.84M
$500M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.2KNew |
$5.51M - $5.96M
|
70.2K
$6M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
68.8KNew |
$5.4M - $5.84M
|
68.8K
$5.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
55.9K+ 75.33% |
$4.39M - $4.75M
|
130K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 90.08% |
$4.38M - $4.73M
|
118K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
54.7KNew |
$4.3M - $4.64M
|
54.7K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.5KNew |
$4.13M - $4.46M
|
52.5K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.5KNew |
$3.26M - $3.52M
|
41.5K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 248.89% |
$3.2M - $3.46M
|
57.1K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29.1K+ 7.42% |
$2.28M - $2.47M
|
421K
$36M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.6K+ 12.22% |
$2.16M - $2.34M
|
253K
$21.6M
|
|
|
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 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22.7K+ 13.57% |
$1.79M - $1.93M
|
190K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.69M - $1.83M
|
21.6K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.3M - $1.41M
|
16.6K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8KNew |
$1.24M - $1.34M
|
15.8K
$1.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.8KNew |
$1.17M - $1.26M
|
14.8K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.3KNew |
$1.12M - $1.21M
|
14.3K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$918K - $992K
|
11.7K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.77K+ 70.05% |
$767K - $829K
|
23.7K
$2.03M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.16K+ 633.75% |
$720K - $778K
|
10.6K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.85KNew |
$695K - $751K
|
8.85K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.21KNew |
$644K - $696K
|
8.21K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.05K+ 39.22% |
$632K - $683K
|
28.6K
$2.44M
|
|