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 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
966+ 10.41% |
$70.8K - $81.3K
|
10.2K
$914K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
700+ 17.95% |
$51.3K - $58.9K
|
4.6K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
541+ 17.9% |
$39.6K - $45.5K
|
3.56K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$12.7K - $14.6K
|
174
$15.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
171+ 12.0% |
$12.5K - $14.4K
|
1.6K
$142K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 14.61% |
$12.3K - $14.1K
|
1.32K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$7.55K - $8.67K
|
103
$9.19K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
102+ 1.7% |
$7.47K - $8.59K
|
6.1K
$544K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
48New |
$3.52K - $4.04K
|
48
$4.28K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.76K - $2.02K
|
4.63K
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.02% |
$73.3 - $84.2
|
4.52K
$403K
|
|
|
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
$112M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
554KNew |
$43.5M - $47M
|
554K
$49.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.2KNew |
$5.51M - $5.96M
|
70.2K
$6.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
54.7KNew |
$4.3M - $4.64M
|
54.7K
$4.88M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.5KNew |
$4.13M - $4.46M
|
52.5K
$4.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.3KNew |
$1.12M - $1.21M
|
14.3K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.85KNew |
$695K - $751K
|
8.85K
$790K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.06KNew |
$555K - $599K
|
7.06K
$630K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.02KNew |
$552K - $596K
|
7.02K
$627K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.28KNew |
$493K - $533K
|
6.28K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.88KNew |
$462K - $499K
|
5.88K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
5.38KNew |
$422K - $456K
|
5.38K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.18KNew |
$407K - $440K
|
5.18K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.61KNew |
$362K - $391K
|
4.61K
$411K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.3K+ 4298.0% |
$338K - $365K
|
4.4K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.15KNew |
$248K - $268K
|
3.15K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.85KNew |
$224K - $242K
|
2.85K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.62KNew |
$206K - $223K
|
2.62K
$234K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.61KNew |
$205K - $221K
|
2.61K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.53KNew |
$198K - $214K
|
2.53K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.17KNew |
$92.1K - $99.5K
|
1.17K
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
848New |
$66.6K - $72K
|
848
$75.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
828New |
$65K - $70.3K
|
828
$73.9K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
714New |
$56.1K - $60.6K
|
714
$63.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
632New |
$49.6K - $53.6K
|
632
$56.4K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
270New |
$21.2K - $22.9K
|
270
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
262New |
$20.6K - $22.2K
|
262
$23.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
253+ 9.34% |
$19.9K - $21.5K
|
2.96K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
203New |
$15.9K - $17.2K
|
203
$18.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83New |
$6.52K - $7.04K
|
83
$7.4K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45New |
$3.53K - $3.82K
|
45
$4.01K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
30+ 0.36% |
$2.36K - $2.55K
|
8.46K
$754K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23New |
$1.81K - $1.95K
|
23
$2.05K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.7KNew |
$4.67M - $5.08M
|
59.7K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.3K+ 1268.61% |
$3.78M - $4.11M
|
52.1K
$4.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$2.38M - $2.59M
|
30.4K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.2K+ 26.25% |
$2.13M - $2.32M
|
131K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
22.8KNew |
$1.78M - $1.94M
|
22.8K
$2.03M
|
|