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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.62K+ 43.73% |
$119K - $137K
|
5.33K
$464K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.34KNew |
$98.2K - $113K
|
1.34K
$117K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 8.39% |
$92.2K - $106K
|
16.2K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.24K+ 0.5% |
$90.6K - $104K
|
248K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 65.77% |
$87.7K - $101K
|
3.02K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.17% |
$84.5K - $97.2K
|
37.5K
$3.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 169.12% |
$84.2K - $96.8K
|
1.83K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 0.34% |
$76.1K - $87.5K
|
303K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
966+ 10.41% |
$70.8K - $81.3K
|
10.2K
$891K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
882+ 11.92% |
$64.6K - $74.3K
|
8.28K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
627+ 157.54% |
$45.9K - $52.8K
|
1.03K
$89.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
623+ 1297.92% |
$45.6K - $52.5K
|
671
$58.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
541+ 17.9% |
$39.6K - $45.5K
|
3.56K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 26.89% |
$29.2K - $33.5K
|
1.88K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
328+ 2.79% |
$24K - $27.6K
|
12.1K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
324+ 0.14% |
$23.7K - $27.3K
|
239K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
312+ 1.56% |
$22.9K - $26.3K
|
20.3K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
290+ 1.9% |
$21.2K - $24.4K
|
15.6K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
231+ 42.08% |
$16.9K - $19.4K
|
780
$67.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
189+ 1.77% |
$13.8K - $15.9K
|
10.9K
$944K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$12.7K - $14.6K
|
174
$15.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
171+ 12.0% |
$12.5K - $14.4K
|
1.6K
$139K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 14.61% |
$12.3K - $14.1K
|
1.32K
$115K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155+ 0.12% |
$11.4K - $13K
|
129K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130+ 6.88% |
$9.52K - $10.9K
|
2.02K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$7.55K - $8.67K
|
103
$8.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
102+ 1.7% |
$7.47K - $8.59K
|
6.1K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
100+ 3.95% |
$7.33K - $8.42K
|
2.63K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
83+ 1.99% |
$6.08K - $6.99K
|
4.25K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
68+ 0.77% |
$4.98K - $5.72K
|
8.86K
$771K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
48New |
$3.52K - $4.04K
|
48
$4.18K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
36+ 0.24% |
$2.64K - $3.03K
|
14.9K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 107.14% |
$2.2K - $2.53K
|
58
$5.04K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.76K - $2.02K
|
4.63K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.37% |
$659 - $758
|
2.47K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.02% |
$73.3 - $84.2
|
4.52K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.25MNew |
$98.2M - $106M
|
1.25M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
554KNew |
$43.5M - $47M
|
554K
$48.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.2KNew |
$5.51M - $5.96M
|
70.2K
$6.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
54.7KNew |
$4.3M - $4.64M
|
54.7K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.5KNew |
$4.13M - $4.46M
|
52.5K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.5KNew |
$3.26M - $3.52M
|
41.5K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.6K+ 12.22% |
$2.16M - $2.34M
|
253K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1.69M - $1.83M
|
21.6K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.3KNew |
$1.12M - $1.21M
|
14.3K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.85KNew |
$695K - $751K
|
8.85K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8K+ 359.33% |
$628K - $678K
|
10.2K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.06KNew |
$555K - $599K
|
7.06K
$614K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.02KNew |
$552K - $596K
|
7.02K
$611K
|
|