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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.4KNew |
$6.14M - $6.7M
|
82.4K
$7.17M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.8KNew |
$5.12M - $5.59M
|
68.8K
$5.98M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.4K+ 7111.86% |
$3.53M - $3.85M
|
48K
$4.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$998K - $1.09M
|
13.4K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.7KNew |
$943K - $1.03M
|
12.7K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.36K+ 24.26% |
$623K - $679K
|
42.8K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$271K - $296K
|
3.64K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.05KNew |
$227K - $248K
|
3.05K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64KNew |
$197K - $215K
|
2.64K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51KNew |
$187K - $204K
|
2.51K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
649New |
$48.3K - $52.7K
|
649
$56.5K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78+ 1.46% |
$5.81K - $6.34K
|
5.43K
$472K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.41KNew |
$538K - $568K
|
7.41K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.2K+ 72.91% |
$305K - $322K
|
9.97K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.77KNew |
$273K - $289K
|
3.77K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$210K - $222K
|
2.9K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.34KNew |
$170K - $179K
|
2.34K
$204K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
871New |
$63.2K - $66.8K
|
871
$75.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
767New |
$55.7K - $58.8K
|
767
$66.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
501New |
$36.4K - $38.4K
|
501
$43.6K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
105KNew |
$7.27M - $8.01M
|
105K
$9.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
332+ 976.47% |
$23K - $25.3K
|
366
$31.8K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
206+ 3.94% |
$14.3K - $15.7K
|
5.44K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$13.8K - $15.3K
|
200
$17.4K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.17KNew |
$509K - $575K
|
8.17K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.05K+ 38869.23% |
$315K - $355K
|
5.07K
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.63KNew |
$288K - $326K
|
4.63K
$403K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.74KNew |
$233K - $263K
|
3.74K
$325K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.16KNew |
$197K - $223K
|
3.16K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$179K - $202K
|
2.88K
$250K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$24.9K - $28.1K
|
400
$34.8K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12KNew |
$785K - $836K
|
12K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.68KNew |
$175K - $187K
|
2.68K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
350New |
$22.9K - $24.4K
|
350
$30.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
304New |
$19.9K - $21.2K
|
304
$26.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
160New |
$10.5K - $11.1K
|
160
$13.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.54K - $6.97K
|
100
$8.7K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
244K+ 3.1% |
$15.6M - $16.5M
|
8.12M
$706M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
294New |
$18.8K - $19.8K
|
294
$25.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
267New |
$17.1K - $18K
|
267
$23.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
160New |
$10.2K - $10.8K
|
160
$13.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
156New |
$9.99K - $10.5K
|
156
$13.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
81New |
$5.19K - $5.46K
|
81
$7.05K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 0.18% |
$2.3K - $2.43K
|
19.6K
$1.71M
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.77KNew |
$298K - $324K
|
4.77K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.56KNew |
$285K - $310K
|
4.56K
$397K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.18KNew |
$73.5K - $80K
|
1.18K
$102K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
732New |
$45.7K - $49.8K
|
732
$63.7K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
268+ 8.03% |
$16.7K - $18.2K
|
3.61K
$314K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
75New |
$4.68K - $5.1K
|
75
$6.52K
|
|