Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
956KNew |
$74.8M - $81.4M
|
956K
$78.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
480K+ 201.97% |
$37.6M - $40.9M
|
718K
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
202KNew |
$15.8M - $17.2M
|
202K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
157K+ 1524.88% |
$12.3M - $13.4M
|
168K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
102KNew |
$7.99M - $8.69M
|
102K
$8.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
91.9KNew |
$7.19M - $7.83M
|
91.9K
$7.54M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
74.3KNew |
$5.81M - $6.32M
|
74.3K
$6.09M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
68K+ 875.61% |
$5.32M - $5.79M
|
75.7K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.1K+ 38.39% |
$5.25M - $5.72M
|
242K
$19.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.7KNew |
$4.67M - $5.08M
|
59.7K
$4.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
56.4KNew |
$4.41M - $4.8M
|
56.4K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.3K+ 1268.61% |
$3.78M - $4.11M
|
52.1K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.9K+ 17.1% |
$2.58M - $2.8M
|
226K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$2.38M - $2.59M
|
30.4K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 2.7% |
$2.2M - $2.4M
|
1.07M
$87.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.8K+ 14.29% |
$2.18M - $2.37M
|
222K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.2K+ 26.25% |
$2.13M - $2.32M
|
131K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
22.8KNew |
$1.78M - $1.94M
|
22.8K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.3K+ 5.74% |
$1.67M - $1.81M
|
392K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19.1KNew |
$1.5M - $1.63M
|
19.1K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9K+ 137.68% |
$1.48M - $1.61M
|
32.7K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 4.81% |
$1.43M - $1.56M
|
398K
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.9K+ 100.66% |
$1.17M - $1.27M
|
29.8K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$1.02M - $1.11M
|
13.1K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.7KNew |
$912K - $992K
|
11.7K
$956K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.86KNew |
$772K - $840K
|
9.86K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.26K+ 2.75% |
$647K - $704K
|
309K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.95KNew |
$622K - $677K
|
7.95K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7.9KNew |
$618K - $673K
|
7.9K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7.76KNew |
$607K - $661K
|
7.76K
$637K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.52KNew |
$588K - $640K
|
7.52K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.32K+ 3.05% |
$573K - $623K
|
247K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.26K+ 4.79% |
$568K - $619K
|
159K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.47K+ 2.92% |
$506K - $551K
|
228K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.19KNew |
$485K - $527K
|
6.19K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.48K+ 48.62% |
$429K - $467K
|
16.8K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.69KNew |
$367K - $399K
|
4.69K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.67K+ 7.61% |
$366K - $398K
|
66K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 1.85% |
$350K - $381K
|
247K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.12K+ 25.14% |
$323K - $351K
|
20.5K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.78KNew |
$296K - $322K
|
3.78K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.65K+ 109.53% |
$285K - $310K
|
6.97K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.24K+ 2.22% |
$254K - $276K
|
149K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.15KNew |
$246K - $268K
|
3.15K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$258K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.02K+ 371.89% |
$236K - $257K
|
3.83K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3KNew |
$234K - $255K
|
3K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 2.59% |
$212K - $231K
|
107K
$8.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 8.14% |
$198K - $216K
|
33.7K
$2.76M
|