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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-341K- 58.95% |
$25.4M - $27.7M
|
238K
$19.6M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-338K- 5.08% |
$25.1M - $27.4M
|
6.31M
$520M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-286K- 98.52% |
$21.3M - $23.3M
|
4.29K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-236K- 3.33% |
$17.6M - $19.2M
|
6.85M
$565M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-194K- 46.72% |
$14.4M - $15.7M
|
221K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.9K- 76.68% |
$4.24M - $4.62M
|
17.3K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-30.4K- 19.47% |
$2.26M - $2.47M
|
126K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-13.7K- 2.54% |
$1.02M - $1.11M
|
526K
$43.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-12.1K- 4.81% |
$903K - $986K
|
240K
$19.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.04K- 41.9% |
$674K - $735K
|
12.5K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.99K- 51.5% |
$520K - $568K
|
6.58K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.55K- 2.04% |
$264K - $289K
|
171K
$14.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.33K- 7.44% |
$248K - $271K
|
41.5K
$3.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.3K- 2.31% |
$172K - $187K
|
97.6K
$8.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.01K- 2.8% |
$150K - $164K
|
69.8K
$5.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.6K- 8.35% |
$119K - $130K
|
17.6K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.47KClosed |
$110K - $120K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.14K- 6.92% |
$84.7K - $92.4K
|
15.3K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 0.47% |
$77.4K - $84.4K
|
221K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-872- 0.52% |
$65K - $70.9K
|
168K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-820- 17.06% |
$61.1K - $66.6K
|
3.99K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-715- 0.37% |
$53.3K - $58.1K
|
194K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-648- 4.52% |
$48.3K - $52.7K
|
13.7K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-595- 2.75% |
$44.3K - $48.4K
|
21.1K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-500- 13.44% |
$37.2K - $40.6K
|
3.22K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-463- 1.48% |
$34.5K - $37.6K
|
30.9K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-419- 18.35% |
$31.2K - $34.1K
|
1.86K
$154K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-397- 1.47% |
$29.6K - $32.3K
|
26.6K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333- 0.52% |
$24.8K - $27.1K
|
63.8K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-306- 8.24% |
$22.8K - $24.9K
|
3.41K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-290- 1.92% |
$21.6K - $23.6K
|
14.8K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-192- 3.44% |
$14.3K - $15.6K
|
5.39K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-184- 1.94% |
$13.7K - $15K
|
9.3K
$766K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-180- 5.45% |
$13.4K - $14.6K
|
3.12K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-178- 2.65% |
$13.3K - $14.5K
|
6.53K
$538K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-151- 0.86% |
$11.2K - $12.3K
|
17.4K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115- 3.4% |
$8.57K - $9.35K
|
3.27K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-69- 1.01% |
$5.14K - $5.61K
|
6.73K
$554K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-66- 1.42% |
$4.92K - $5.36K
|
4.59K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-37- 0.8% |
$2.76K - $3.01K
|
4.57K
$376K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-34- 0.01% |
$2.53K - $2.76K
|
371K
$30.5M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 8.26% |
$670 - $731
|
100
$8.24K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.35K- 27.94% |
$170K - $180K
|
6.05K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.64K- 34.76% |
$119K - $125K
|
3.07K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.57K- 22.86% |
$114K - $121K
|
5.31K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.24KClosed |
$89.6K - $94.7K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-124- 5.8% |
$9K - $9.5K
|
2.01K
$166K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-115- 7.12% |
$8.35K - $8.81K
|
1.5K
$124K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-86- 4.22% |
$6.24K - $6.59K
|
1.95K
$161K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.27% |
$2.69K - $2.84K
|
13.6K
$1.12M
|
|