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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
91.9KNew |
$7.19M - $7.83M
|
91.9K
$7.64M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
68K+ 875.61% |
$5.32M - $5.79M
|
75.7K
$6.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$2.38M - $2.59M
|
30.4K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.2K+ 26.25% |
$2.13M - $2.32M
|
131K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
22.8KNew |
$1.78M - $1.94M
|
22.8K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.3K+ 5.74% |
$1.67M - $1.81M
|
392K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.7KNew |
$912K - $992K
|
11.7K
$969K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.86KNew |
$772K - $840K
|
9.86K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7.76KNew |
$607K - $661K
|
7.76K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.52KNew |
$588K - $640K
|
7.52K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.32K+ 3.05% |
$573K - $623K
|
247K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.26K+ 4.79% |
$568K - $619K
|
159K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.69KNew |
$367K - $399K
|
4.69K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.12K+ 25.14% |
$323K - $351K
|
20.5K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.24K+ 2.22% |
$254K - $276K
|
149K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3KNew |
$234K - $255K
|
3K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.29K+ 1.82% |
$179K - $195K
|
128K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.07K+ 46.66% |
$162K - $176K
|
6.49K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 23.01% |
$145K - $158K
|
9.92K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.49K+ 12.54% |
$116K - $127K
|
13.4K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
680New |
$53.2K - $57.9K
|
680
$56.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
512+ 12.84% |
$40.1K - $43.6K
|
4.5K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
506New |
$39.6K - $43.1K
|
506
$42.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
390+ 2.87% |
$30.5K - $33.2K
|
14K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
192+ 6.15% |
$15K - $16.4K
|
3.31K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186New |
$14.6K - $15.8K
|
186
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
144+ 144.0% |
$11.3K - $12.3K
|
244
$20.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
104+ 1.18% |
$8.14K - $8.86K
|
8.9K
$739K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
103New |
$8.06K - $8.77K
|
103
$8.56K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
79New |
$6.18K - $6.73K
|
79
$6.57K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.66% |
$2.66K - $2.9K
|
5.19K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 5.81% |
$391 - $426
|
91
$7.56K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.49% |
$78.3 - $85.2
|
68
$5.65K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6M+ 30395.45% |
$447M - $488M
|
6.02M
$500M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.15MNew |
$160M - $175M
|
2.15M
$179M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
785KNew |
$58.5M - $63.8M
|
785K
$65.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
389K+ 743.93% |
$29M - $31.6M
|
442K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
373K+ 557.87% |
$27.8M - $30.3M
|
440K
$36.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
269K+ 2.6% |
$20M - $21.9M
|
10.6M
$881M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
204K+ 528.47% |
$15.2M - $16.6M
|
243K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 5583.31% |
$11.7M - $12.8M
|
160K
$13.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
132K+ 220.29% |
$9.87M - $10.8M
|
193K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.2KNew |
$6.72M - $7.33M
|
90.2K
$7.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
88.4K+ 11.46% |
$6.59M - $7.19M
|
860K
$71.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
88K+ 9.24% |
$6.56M - $7.15M
|
1.04M
$86.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.4KNew |
$6.14M - $6.7M
|
82.4K
$6.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80.8KNew |
$6.02M - $6.56M
|
80.8K
$6.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.3KNew |
$5.84M - $6.37M
|
78.3K
$6.51M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.8KNew |
$5.12M - $5.59M
|
68.8K
$5.72M
|
|