Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 200 Value E (IWX)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-788- 14.64% |
$61.9K - $66.9K
|
4.59K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-793- 2.13% |
$62.3K - $67.3K
|
36.4K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-952- 45.29% |
$74.8K - $80.8K
|
1.15K
$98.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-954- 9.67% |
$74.9K - $81K
|
8.91K
$762K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.27K- 3.24% |
$99.4K - $107K
|
37.8K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.37K- 13.77% |
$107K - $116K
|
8.56K
$732K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 43.86% |
$120K - $129K
|
1.95K
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.55K- 11.74% |
$122K - $131K
|
11.6K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.95K- 6.32% |
$153K - $166K
|
29K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.23K- 33.11% |
$175K - $189K
|
4.5K
$385K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.38K- 62.22% |
$187K - $202K
|
1.45K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.59K- 2.41% |
$203K - $220K
|
105K
$8.97M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.19K- 6.85% |
$407K - $440K
|
70.6K
$6.04M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.32K- 30.29% |
$496K - $536K
|
14.5K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.96K- 2.25% |
$546K - $590K
|
302K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.61K- 4.28% |
$598K - $646K
|
170K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-7.88K- 4.96% |
$619K - $669K
|
151K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-8K- 62.73% |
$628K - $679K
|
4.75K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.46K- 6.62% |
$665K - $718K
|
119K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.81K- 3.57% |
$692K - $748K
|
238K
$20.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-9.1K- 5.58% |
$714K - $772K
|
154K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14.9K- 49.91% |
$1.17M - $1.26M
|
14.9K
$1.28M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-18.2KClosed |
$1.43M - $1.55M
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-30.9K- 14.19% |
$2.43M - $2.62M
|
187K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.1K- 10.58% |
$3.31M - $3.57M
|
356K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.4K- 20.43% |
$3.88M - $4.2M
|
193K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.1K- 5.34% |
$4.49M - $4.85M
|
1.01M
$86.5M
|