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 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 23.38% |
$147K - $169K
|
10.6K
$919K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.62K+ 43.73% |
$119K - $137K
|
5.33K
$464K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.34KNew |
$98.2K - $113K
|
1.34K
$117K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 8.39% |
$92.2K - $106K
|
16.2K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.24K+ 0.5% |
$90.6K - $104K
|
248K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 65.77% |
$87.7K - $101K
|
3.02K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 3.17% |
$84.5K - $97.2K
|
37.5K
$3.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 169.12% |
$84.2K - $96.8K
|
1.83K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.04K+ 0.34% |
$76.1K - $87.5K
|
303K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
966+ 10.41% |
$70.8K - $81.3K
|
10.2K
$891K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
882+ 11.92% |
$64.6K - $74.3K
|
8.28K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
627+ 157.54% |
$45.9K - $52.8K
|
1.03K
$89.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
623+ 1297.92% |
$45.6K - $52.5K
|
671
$58.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
541+ 17.9% |
$39.6K - $45.5K
|
3.56K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 26.89% |
$29.2K - $33.5K
|
1.88K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
328+ 2.79% |
$24K - $27.6K
|
12.1K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
324+ 0.14% |
$23.7K - $27.3K
|
239K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
312+ 1.56% |
$22.9K - $26.3K
|
20.3K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
290+ 1.9% |
$21.2K - $24.4K
|
15.6K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
231+ 42.08% |
$16.9K - $19.4K
|
780
$67.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
189+ 1.77% |
$13.8K - $15.9K
|
10.9K
$944K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$12.7K - $14.6K
|
174
$15.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
171+ 12.0% |
$12.5K - $14.4K
|
1.6K
$139K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 14.61% |
$12.3K - $14.1K
|
1.32K
$115K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155+ 0.12% |
$11.4K - $13K
|
129K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130+ 6.88% |
$9.52K - $10.9K
|
2.02K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$7.55K - $8.67K
|
103
$8.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
102+ 1.7% |
$7.47K - $8.59K
|
6.1K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
100+ 3.95% |
$7.33K - $8.42K
|
2.63K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
83+ 1.99% |
$6.08K - $6.99K
|
4.25K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
68+ 0.77% |
$4.98K - $5.72K
|
8.86K
$771K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
48New |
$3.52K - $4.04K
|
48
$4.18K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
36+ 0.24% |
$2.64K - $3.03K
|
14.9K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 107.14% |
$2.2K - $2.53K
|
58
$5.04K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.76K - $2.02K
|
4.63K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
9+ 0.37% |
$659 - $758
|
2.47K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.02% |
$73.3 - $84.2
|
4.52K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18- 0.51% |
$1.32K - $1.52K
|
3.54K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-34- 0.75% |
$2.49K - $2.86K
|
4.47K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-35- 0.52% |
$2.56K - $2.95K
|
6.73K
$585K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-97- 2.69% |
$7.11K - $8.17K
|
3.51K
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 9.09% |
$7.33K - $8.42K
|
1K
$87K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-101- 51.53% |
$7.4K - $8.5K
|
95
$8.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-105- 52.24% |
$7.69K - $8.84K
|
96
$8.35K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-116- 0.21% |
$8.5K - $9.77K
|
55.8K
$4.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-130- 1.37% |
$9.52K - $10.9K
|
9.35K
$814K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-132- 3.33% |
$9.67K - $11.1K
|
3.84K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-157- 99.37% |
$11.5K - $13.2K
|
1
$87
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-188- 3.26% |
$13.8K - $15.8K
|
5.58K
$486K
|