Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.91K- 10.35% |
$287K - $329K
|
33.9K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.83K- 27.39% |
$281K - $322K
|
10.2K
$868K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.48K- 3.52% |
$182K - $209K
|
68.1K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 18.75% |
$110K - $126K
|
6.5K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 10.93% |
$68.5K - $78.7K
|
7.62K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-842- 4.04% |
$61.7K - $70.9K
|
20K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-840- 5.09% |
$61.5K - $70.7K
|
15.7K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-683- 65.11% |
$50K - $57.5K
|
366
$31.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-668- 0.36% |
$48.9K - $56.2K
|
186K
$15.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 9.09% |
$7.33K - $8.42K
|
1K
$85.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-34- 0.75% |
$2.49K - $2.86K
|
4.47K
$382K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.1K- 5.34% |
$4.49M - $4.85M
|
1.01M
$86.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.4K- 20.43% |
$3.88M - $4.2M
|
193K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.1K- 10.58% |
$3.31M - $3.57M
|
356K
$30.4M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-18.2KClosed |
$1.43M - $1.55M
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-9.1K- 5.58% |
$714K - $772K
|
154K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.81K- 3.57% |
$692K - $748K
|
238K
$20.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.46K- 6.62% |
$665K - $718K
|
119K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-8K- 62.73% |
$628K - $679K
|
4.75K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-7.88K- 4.96% |
$619K - $669K
|
151K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.61K- 4.28% |
$598K - $646K
|
170K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.96K- 2.25% |
$546K - $590K
|
302K
$25.9M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.32K- 30.29% |
$496K - $536K
|
14.5K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.59K- 2.41% |
$203K - $220K
|
105K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.95K- 6.32% |
$153K - $166K
|
29K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.55K- 11.74% |
$122K - $131K
|
11.6K
$996K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 43.86% |
$120K - $129K
|
1.95K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.1K- 4.2% |
$86.6K - $93.6K
|
25.2K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-954- 9.67% |
$74.9K - $81K
|
8.91K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-952- 45.29% |
$74.8K - $80.8K
|
1.15K
$98.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-793- 2.13% |
$62.3K - $67.3K
|
36.4K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-788- 14.64% |
$61.9K - $66.9K
|
4.59K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-754- 6.03% |
$59.2K - $64K
|
11.7K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-504- 0.74% |
$39.6K - $42.8K
|
67.7K
$5.79M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-398- 2.08% |
$31.3K - $33.8K
|
18.7K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277Closed |
$21.8K - $23.5K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-271- 7.65% |
$21.3K - $23K
|
3.27K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-184- 25.21% |
$14.5K - $15.6K
|
546
$46.7K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-175- 4.63% |
$13.7K - $14.9K
|
3.61K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-175- 3.73% |
$13.7K - $14.9K
|
4.51K
$386K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-121- 0.87% |
$9.5K - $10.3K
|
13.8K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 0.85% |
$9.5K - $10.3K
|
14.1K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-121- 1.42% |
$9.5K - $10.3K
|
8.42K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-107- 2.8% |
$8.4K - $9.08K
|
3.71K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-103- 50.0% |
$8.09K - $8.74K
|
103
$8.81K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-92- 3.13% |
$7.23K - $7.81K
|
2.85K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 69.89% |
$5.11K - $5.52K
|
28
$2.4K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-48- 19.67% |
$3.77K - $4.07K
|
196
$16.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40- 1.22% |
$3.14K - $3.39K
|
3.23K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-39- 0.93% |
$3.06K - $3.31K
|
4.17K
$356K
|
|