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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-256- 38.44% |
$18.8K - $21.6K
|
410
$35.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-348- 2.39% |
$25.5K - $29.3K
|
14.2K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-406- 13.45% |
$29.7K - $34.2K
|
2.61K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-487- 4.17% |
$35.7K - $41K
|
11.2K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 24.68% |
$37.9K - $43.5K
|
1.58K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-619- 77.28% |
$45.3K - $52.1K
|
182
$15.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-628- 2.17% |
$46K - $52.9K
|
28.4K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-650- 20.19% |
$47.6K - $54.7K
|
2.57K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-668- 0.36% |
$48.9K - $56.2K
|
186K
$16.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-683- 65.11% |
$50K - $57.5K
|
366
$31.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-738- 17.79% |
$54.1K - $62.1K
|
3.41K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-770- 1.14% |
$56.4K - $64.8K
|
66.9K
$5.82M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-803- 18.58% |
$58.8K - $67.6K
|
3.52K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-840- 5.09% |
$61.5K - $70.7K
|
15.7K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-842- 4.04% |
$61.7K - $70.9K
|
20K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-858- 3.41% |
$62.9K - $72.2K
|
24.3K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-871- 0.51% |
$63.8K - $73.3K
|
169K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-885- 46.63% |
$64.8K - $74.5K
|
1.01K
$88.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 10.93% |
$68.5K - $78.7K
|
7.62K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-989- 10.41% |
$72.5K - $83.3K
|
8.51K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 31.36% |
$81.5K - $93.7K
|
2.44K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 0.58% |
$86.3K - $99.2K
|
203K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.2K- 45.48% |
$87.7K - $101K
|
1.44K
$125K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 7.16% |
$88.6K - $102K
|
15.7K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.47K- 1.23% |
$108K - $124K
|
118K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 18.75% |
$110K - $126K
|
6.5K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.61K- 2.34% |
$118K - $135K
|
67.2K
$5.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.69K- 37.25% |
$124K - $143K
|
2.85K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 22.47% |
$141K - $162K
|
6.62K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 38.95% |
$151K - $174K
|
3.23K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.48K- 3.52% |
$182K - $209K
|
68.1K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.99K- 49.64% |
$219K - $251K
|
3.03K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.78K- 24.0% |
$277K - $318K
|
12K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.83K- 27.39% |
$281K - $322K
|
10.2K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.91K- 10.35% |
$287K - $329K
|
33.9K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.1K- 2.71% |
$300K - $345K
|
147K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.13K- 81.88% |
$302K - $347K
|
913
$79.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.6K- 3.27% |
$337K - $387K
|
136K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.22K- 4.98% |
$382K - $439K
|
99.6K
$8.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.34K- 18.69% |
$391K - $449K
|
23.2K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.04K- 25.42% |
$442K - $508K
|
17.7K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.61K- 22.31% |
$631K - $725K
|
30K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 24.91% |
$766K - $880K
|
31.5K
$2.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 5.75% |
$811K - $932K
|
182K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 81.18% |
$987K - $1.13M
|
3.12K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 7.52% |
$1.24M - $1.43M
|
208K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-21K- 4.31% |
$1.54M - $1.77M
|
466K
$40.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.2K- 12.18% |
$2.07M - $2.38M
|
204K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36.7K- 3.54% |
$2.69M - $3.09M
|
1M
$86.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 67.29% |
$2.82M - $3.24M
|
18.7K
$1.63M
|