Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.47M+ 13.2% |
$108M - $124M
|
12.6M
$1.1B
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
533KNew |
$39M - $44.8M
|
533K
$46.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
383K+ 8319.0% |
$28M - $32.2M
|
387K
$33.7M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
366K+ 6.26% |
$26.8M - $30.8M
|
6.21M
$540M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
297K+ 4.74% |
$21.8M - $25M
|
6.57M
$571M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
114K+ 728.73% |
$8.32M - $9.56M
|
129K
$11.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
92.1K+ 22.08% |
$6.75M - $7.75M
|
509K
$44.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
84.6K+ 85.53% |
$6.2M - $7.13M
|
184K
$16M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50.2K+ 11.91% |
$3.67M - $4.22M
|
471K
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 156.49% |
$2.72M - $3.12M
|
60.8K
$5.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
31.2K+ 16.4% |
$2.29M - $2.63M
|
222K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31KNew |
$2.27M - $2.61M
|
31K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
29.7K+ 22.82% |
$2.18M - $2.5M
|
160K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.7KNew |
$1.89M - $2.17M
|
25.7K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 57.89% |
$1.44M - $1.65M
|
53.6K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$1.28M - $1.47M
|
17.5K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$1.25M - $1.43M
|
17K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.5K+ 16.12% |
$1.21M - $1.39M
|
119K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 9.79% |
$1.1M - $1.27M
|
169K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8KNew |
$718K - $825K
|
9.8K
$852K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.73KNew |
$713K - $819K
|
9.73K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.01K+ 149.41% |
$587K - $674K
|
13.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$580K - $667K
|
7.92K
$689K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$561K - $644K
|
7.65K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.21KNew |
$528K - $607K
|
7.21K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.99K+ 210.29% |
$512K - $588K
|
10.3K
$897K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
6.68KNew |
$489K - $562K
|
6.68K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.03KNew |
$442K - $508K
|
6.03K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91KNew |
$433K - $497K
|
5.91K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.82KNew |
$426K - $490K
|
5.82K
$506K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.76K+ 0.57% |
$422K - $485K
|
1.02M
$88.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.72KNew |
$419K - $482K
|
5.72K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.35KNew |
$392K - $450K
|
5.35K
$465K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.81K+ 6.83% |
$352K - $405K
|
75.2K
$6.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.15KNew |
$304K - $349K
|
4.15K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.53KNew |
$259K - $298K
|
3.53K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.24K+ 62.97% |
$237K - $273K
|
8.39K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.11KNew |
$228K - $262K
|
3.11K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.65K+ 25.01% |
$194K - $223K
|
13.3K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 17.75% |
$193K - $222K
|
17.5K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2.63K+ 1.03% |
$192K - $221K
|
257K
$22.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.57K+ 71.63% |
$188K - $216K
|
6.15K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.42KNew |
$177K - $204K
|
2.42K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$177K - $203K
|
2.42K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.39KNew |
$175K - $201K
|
2.39K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.35K+ 2703.45% |
$172K - $198K
|
2.44K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 49.32% |
$169K - $194K
|
6.99K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 2512.09% |
$167K - $192K
|
2.38K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
2.18K+ 26.56% |
$160K - $183K
|
10.4K
$903K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.17K+ 18.63% |
$159K - $183K
|
13.8K
$1.2M
|