Latest Institutional Transactions on Ishares Tr Russell 200 Value E (IWX)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 200 Value E (IWX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-291- 9.35% |
$24.2K - $25.6K
|
2.82K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
895+ 1226.03% |
$74.3K - $78.7K
|
968
$86.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 4.51% |
$282K - $298K
|
78.6K
$7.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11K+ 4.63% |
$917K - $971K
|
250K
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
13.9KNew |
$1.16M - $1.22M
|
13.9K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.21K- 7.73% |
$101K - $107K
|
14.5K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-760- 1.13% |
$63.1K - $66.8K
|
66.4K
$5.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-485K- 3.84% |
$40.3M - $42.7M
|
12.1M
$1.08B
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-88- 3.56% |
$7.31K - $7.73K
|
2.38K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.24% |
$83 - $87.9
|
411
$36.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.4K+ 6.79% |
$448K - $475K
|
84.9K
$7.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
290+ 2.81% |
$24.1K - $25.5K
|
10.6K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
158+ 4.89% |
$13.1K - $13.9K
|
3.39K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.53K+ 46.19% |
$459K - $486K
|
17.5K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 51.72% |
$2.49K - $2.64K
|
28
$2.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
336+ 6.3% |
$27.9K - $29.5K
|
5.67K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
16.1KNew |
$1.34M - $1.42M
|
16.1K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-230- 2.74% |
$19.1K - $20.2K
|
8.16K
$728K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
34+ 2.54% |
$2.82K - $2.99K
|
1.38K
$123K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.07% |
$332 - $352
|
5.58K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.57KNew |
$214K - $226K
|
2.57K
$230K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.23K- 24.17% |
$102K - $108K
|
3.87K
$345K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-27- 2.96% |
$2.24K - $2.37K
|
886
$79K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
214+ 1.52% |
$17.8K - $18.8K
|
14.3K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-804- 7.41% |
$66.8K - $70.7K
|
10.1K
$897K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.88K+ 3.11% |
$654K - $692K
|
261K
$23.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.57K+ 23.3% |
$130K - $138K
|
8.3K
$740K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.1K+ 2.46% |
$1.09M - $1.15M
|
546K
$48.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.84K- 20.52% |
$319K - $337K
|
14.9K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
36New |
$2.99K - $3.16K
|
36
$3.21K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 65.71% |
$381K - $404K
|
11.6K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-300- 2.84% |
$24.9K - $26.4K
|
10.3K
$916K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-400- 22.28% |
$33.2K - $35.2K
|
1.4K
$124K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.66K+ 4.42% |
$138K - $146K
|
39.2K
$3.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-125- 2.8% |
$10.4K - $11K
|
4.35K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.33K- 9.3% |
$526K - $556K
|
61.7K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
373+ 0.25% |
$31K - $32.8K
|
147K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-64- 0.48% |
$5.31K - $5.62K
|
13.2K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
316+ 7.44% |
$26.2K - $27.8K
|
4.56K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$581 - $615
|
3.84K
$343K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.48K+ 43.18% |
$372K - $394K
|
14.9K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.21KNew |
$100K - $106K
|
1.21K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
20.6K+ 4.42% |
$1.71M - $1.81M
|
486K
$43.4M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
442KNew |
$36.7M - $38.8M
|
442K
$39.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93K+ 19.16% |
$410K - $433K
|
30.7K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.43% |
$2.08K - $2.2K
|
5.84K
$521K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17K+ 1.47% |
$97.3K - $103K
|
80.7K
$7.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
19K+ 7.4% |
$1.58M - $1.67M
|
276K
$24.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.24K- 1.2% |
$186K - $197K
|
184K
$16.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-232- 8.81% |
$19.3K - $20.4K
|
2.4K
$214K
|
|