Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.54K - $6.97K
|
100
$8.31K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73+ 0.23% |
$4.77K - $5.08K
|
31.7K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
63+ 1.6% |
$4.12K - $4.39K
|
4K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41+ 0.2% |
$2.68K - $2.86K
|
21.1K
$1.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13New |
$850 - $905
|
13
$1.08K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-20- 15.15% |
$1.31K - $1.39K
|
112
$9.31K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.38% |
$1.57K - $1.67K
|
6.32K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-24- 0.63% |
$1.57K - $1.67K
|
3.79K
$315K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-83- 2.63% |
$5.43K - $5.78K
|
3.07K
$255K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-130- 3.68% |
$8.5K - $9.05K
|
3.4K
$283K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-150- 0.37% |
$9.81K - $10.4K
|
40K
$3.33M
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-234- 1.32% |
$15.3K - $16.3K
|
17.6K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-255- 3.22% |
$16.7K - $17.8K
|
7.65K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-278- 8.18% |
$18.2K - $19.4K
|
3.12K
$259K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-282- 0.54% |
$18.4K - $19.6K
|
52.2K
$4.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-339- 43.57% |
$22.2K - $23.6K
|
439
$36.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-646- 3.09% |
$42.2K - $45K
|
20.3K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-758- 2.91% |
$49.6K - $52.8K
|
25.3K
$2.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-813- 0.79% |
$53.1K - $56.6K
|
102K
$8.48M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-900- 8.07% |
$58.8K - $62.7K
|
10.3K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-988- 5.04% |
$64.6K - $68.8K
|
18.6K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 0.99% |
$68.3K - $72.8K
|
104K
$8.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.52K- 6.76% |
$99.3K - $106K
|
21K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 4.83% |
$103K - $110K
|
31K
$2.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.58K- 16.07% |
$103K - $110K
|
8.24K
$685K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.12K- 1.13% |
$139K - $148K
|
185K
$15.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.45K- 0.72% |
$160K - $170K
|
338K
$28.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.03K- 7.92% |
$198K - $211K
|
35.3K
$2.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.37K- 1.17% |
$220K - $235K
|
286K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.62K- 23.5% |
$302K - $322K
|
15K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.23K- 1.0% |
$342K - $364K
|
518K
$43.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.3K- 60.92% |
$346K - $369K
|
3.4K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.34K- 58.67% |
$480K - $511K
|
5.17K
$430K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 8.26% |
$831K - $885K
|
141K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.9K- 16.9% |
$842K - $897K
|
63.4K
$5.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-15.6K- 4.3% |
$1.02M - $1.09M
|
347K
$28.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.4K- 30.36% |
$1.07M - $1.14M
|
37.6K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21.5K- 67.32% |
$1.41M - $1.5M
|
10.4K
$867K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.3K- 2.24% |
$2.57M - $2.74M
|
1.72M
$143M
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-45.4K- 8.07% |
$2.97M - $3.16M
|
518K
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-199K- 85.52% |
$13M - $13.9M
|
33.7K
$2.8M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-517K- 7.54% |
$33.8M - $36M
|
6.34M
$527M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.33M- 99.82% |
$479M - $510M
|
13.4K
$1.11M
|