Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
206+ 3.94% |
$14.3K - $15.7K
|
5.44K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$13.8K - $15.3K
|
200
$16.6K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
184+ 1.06% |
$12.7K - $14K
|
17.6K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
184+ 0.86% |
$12.7K - $14K
|
21.5K
$1.79M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
143+ 0.1% |
$9.9K - $10.9K
|
145K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
119+ 0.78% |
$8.24K - $9.08K
|
15.4K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 2.26% |
$7.96K - $8.78K
|
5.2K
$432K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
51+ 1.51% |
$3.53K - $3.89K
|
3.42K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$2.63K - $2.9K
|
38
$3.16K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 1.76% |
$2.56K - $2.82K
|
2.14K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.23% |
$2.35K - $2.59K
|
14.8K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.16% |
$554 - $611
|
4.87K
$405K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$69.2 - $76.3
|
52.2K
$4.34M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.35% |
$69.2 - $76.3
|
290
$24.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.02% |
$69.2 - $76.3
|
4.9K
$407K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-25- 1.21% |
$1.73K - $1.91K
|
2.04K
$169K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-30- 0.2% |
$2.08K - $2.29K
|
15.1K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-75- 1.98% |
$5.19K - $5.72K
|
3.72K
$309K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77- 2.85% |
$5.33K - $5.88K
|
2.63K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-85- 0.62% |
$5.89K - $6.49K
|
13.6K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-99- 2.61% |
$6.85K - $7.56K
|
3.7K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-102- 2.05% |
$7.06K - $7.78K
|
4.86K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-132- 1.72% |
$9.14K - $10.1K
|
7.52K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-175- 2.04% |
$12.1K - $13.4K
|
8.4K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-181- 12.59% |
$12.5K - $13.8K
|
1.26K
$104K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-261- 5.28% |
$18.1K - $19.9K
|
4.69K
$389K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-332- 4.32% |
$23K - $25.3K
|
7.36K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-378- 8.5% |
$26.2K - $28.8K
|
4.07K
$338K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-528- 0.93% |
$36.6K - $40.3K
|
56.2K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-558- 7.5% |
$38.6K - $42.6K
|
6.88K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-605- 2.51% |
$41.9K - $46.2K
|
23.5K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-610- 3.55% |
$42.2K - $46.6K
|
16.6K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-613- 1.18% |
$42.4K - $46.8K
|
51.3K
$4.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-700- 7.69% |
$48.5K - $53.4K
|
8.4K
$698K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-847- 4.1% |
$58.6K - $64.6K
|
19.8K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.13K- 16.33% |
$77.9K - $85.9K
|
5.77K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.22K- 72.62% |
$84.5K - $93.1K
|
460
$38.2K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.37K- 4.11% |
$94.9K - $105K
|
31.9K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.43K- 38.4% |
$99.1K - $109K
|
2.3K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.09K- 6.83% |
$144K - $159K
|
28.5K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.33K- 4.04% |
$161K - $178K
|
55.4K
$4.6M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.34K- 51.29% |
$162K - $179K
|
2.23K
$185K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.83K- 37.31% |
$196K - $216K
|
4.75K
$394K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.44K- 29.97% |
$238K - $262K
|
8.03K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 0.82% |
$252K - $277K
|
437K
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.77K- 5.36% |
$261K - $288K
|
66.6K
$5.53M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.77K- 64.02% |
$330K - $364K
|
2.68K
$223K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.02K- 18.42% |
$348K - $383K
|
22.3K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.82K- 2.86% |
$403K - $444K
|
198K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.83K- 11.41% |
$473K - $522K
|
53.1K
$4.41M
|