Latest Institutional Purchases of Ishares Tr Russell 200 Value E (IWX)

IWX Quotes by TradingView

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 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
15.7K
New
$1.17M - $1.28M
15.7K $1.29M
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
13.4K
New
$998K - $1.09M
13.4K $1.1M
Oct 18, 2024 Q3 2024
New Century Financial Group, LLC

Princeton, NJ
BUY
 -
12.7K
New
$943K - $1.03M
12.7K $1.04M
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
9.34K
New
$696K - $759K
9.34K $767K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.36K
+ 24.26%
$623K - $679K
42.8K $3.51M
Nov 13, 2024 Q3 2024
Kestra Advisory Services, LLC

BUY
 -
8.17K
New
$608K - $664K
8.17K $670K
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
7.92K
New
$590K - $643K
7.92K $650K
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
7.86K
New
$586K - $639K
7.86K $645K
Nov 18, 2024 Q3 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.36K
New
$325K - $354K
4.36K $358K
Nov 01, 2024 Q3 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.86K
New
$287K - $313K
3.86K $317K
Oct 10, 2024 Q3 2024
Lion Street Advisors, LLC

BUY
 -
3.57K
New
$266K - $290K
3.57K $293K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
3.09K
New
$230K - $251K
3.09K $253K
Nov 14, 2024 Q3 2024
Brophy Wealth Management, LLC

Bedford, NH
BUY
 -
3.05K
New
$227K - $248K
3.05K $250K
Nov 12, 2024 Q3 2024
Cerity Partners LLC

New York, NY
BUY
 -
2.64K
New
$197K - $215K
2.64K $217K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.53K
New
$188K - $205K
2.53K $207K
Oct 29, 2024 Q3 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
2.51K
New
$187K - $204K
2.51K $206K
Nov 13, 2024 Q3 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
700
+ 8.24%
$52.1K - $56.9K
9.2K $755K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
649
New
$48.3K - $52.7K
649 $53.3K
Nov 14, 2024 Q3 2024
Comerica Bank

BUY
 -
87
New
$6.48K - $7.07K
87 $7.14K
Nov 13, 2024 Q3 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
78
+ 1.46%
$5.81K - $6.34K
5.43K $446K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
77
New
$5.74K - $6.26K
77 $6.32K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
51
New
$3.8K - $4.14K
51 $4.19K
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
1
+ 0.04%
$74.5 - $81.3
2.71K $222K
Oct 25, 2024 Q3 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
1
+ 0.63%
$74.5 - $81.3
159 $13.1K
Q2 2024
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
9.5K
New
$689K - $728K
9.5K $780K
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
7.41K
New
$538K - $568K
7.41K $608K
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.2K
+ 72.91%
$305K - $322K
9.97K $818K
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
3.77K
New
$273K - $289K
3.77K $309K
Aug 14, 2024 Q2 2024
Old Mission Capital LLC

BUY
 -
2.9K
New
$210K - $222K
2.9K $238K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
2.34K
New
$170K - $179K
2.34K $192K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
1.64K
New
$119K - $125K
1.64K $134K
Aug 01, 2024 Q2 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
871
New
$63.2K - $66.8K
871 $71.5K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
767
New
$55.7K - $58.8K
767 $63K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
501
New
$36.4K - $38.4K
501 $41.1K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
366
New
$26.6K - $28.1K
366 $30K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
100
New
$7.26K - $7.67K
100 $8.21K
Q1 2024
May 13, 2024 Q1 2024
Surience Private Wealth LLC

BUY
 -
105K
New
$7.27M - $8.01M
105K $8.61M
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4.33K
+ 489.82%
$300K - $330K
5.21K $428K
Apr 23, 2024 Q1 2024
Regions Financial Corp

BUY
 -
2.62K
New
$182K - $200K
2.62K $215K
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
533
New
$36.9K - $40.7K
533 $43.7K
Apr 30, 2024 Q1 2024
Van Eck Associates Corp

BUY
 -
332
+ 976.47%
$23K - $25.3K
366 $30K
May 15, 2024 Q1 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
206
+ 3.94%
$14.3K - $15.7K
5.44K $447K
May 07, 2024 Q1 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
200
New
$13.8K - $15.3K
200 $16.4K
Q4 2023
Apr 30, 2024 Q4 2023
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
8.17K
New
$509K - $575K
8.17K $671K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
5.81K
New
$362K - $409K
5.81K $477K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
5.05K
+ 38869.23%
$315K - $355K
5.07K $416K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
4.63K
New
$288K - $326K
4.63K $380K
Feb 02, 2024 Q4 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
3.74K
New
$233K - $263K
3.74K $307K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
3.16K
New
$197K - $223K
3.16K $260K

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