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 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.5K+ 12.39% |
$2.28M - $2.41M
|
249K
$22.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-766- 5.4% |
$63.6K - $67.3K
|
13.4K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-232- 8.81% |
$19.3K - $20.4K
|
2.4K
$214K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-302K- 4.86% |
$25M - $26.5M
|
5.91M
$527M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-59- 1.88% |
$4.9K - $5.18K
|
3.09K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-135- 0.76% |
$11.2K - $11.9K
|
17.6K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.83K+ 2.79% |
$152K - $161K
|
67.5K
$6.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-330K- 5.02% |
$27.4M - $29M
|
6.24M
$557M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
25.1K+ 28.89% |
$2.09M - $2.21M
|
112K
$10M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-156- 1.76% |
$13K - $13.7K
|
8.7K
$776K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-89.6K- 48.81% |
$7.44M - $7.87M
|
94K
$8.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$924K - $978K
|
11.1K
$993K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.02K+ 7.12% |
$168K - $177K
|
30.4K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$4.65K - $4.92K
|
56
$5K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.21K+ 3.97% |
$184K - $194K
|
58K
$5.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-105- 1.74% |
$8.72K - $9.23K
|
5.92K
$528K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.01K+ 21.47% |
$167K - $176K
|
11.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
266+ 0.53% |
$22.1K - $23.4K
|
50.4K
$4.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-103- 3.19% |
$8.55K - $9.05K
|
3.13K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$165K - $175K
|
1.99K
$178K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-62- 0.26% |
$5.15K - $5.45K
|
24.2K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.06% |
$166 - $176
|
3.52K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
434New |
$36K - $38.1K
|
434
$38.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.93K+ 29.74% |
$161K - $170K
|
8.44K
$753K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.44K+ 25.71% |
$285K - $302K
|
16.8K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
469+ 2.89% |
$38.9K - $41.2K
|
16.7K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
137New |
$11.4K - $12K
|
137
$12.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
220New |
$18.3K - $19.3K
|
220
$19.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.35KNew |
$195K - $207K
|
2.35K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
356+ 195.6% |
$29.6K - $31.3K
|
538
$48K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256New |
$21.3K - $22.5K
|
256
$22.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-143K- 70.33% |
$11.9M - $12.6M
|
60.4K
$5.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$278K - $295K
|
3.35K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.45% |
$249 - $264
|
674
$60.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 8.33% |
$121K - $128K
|
16K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-795- 2.35% |
$66K - $69.9K
|
33.1K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
18.4K+ 11.49% |
$1.53M - $1.61M
|
178K
$15.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.05K+ 10.95% |
$171K - $181K
|
20.8K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.87KNew |
$238K - $252K
|
2.87K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1KNew |
$83K - $87.9K
|
1K
$89.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 23.08% |
$125K - $132K
|
5K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 214.5% |
$348K - $368K
|
6.14K
$548K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-928- 0.79% |
$77.1K - $81.6K
|
117K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-804- 8.26% |
$66.8K - $70.7K
|
8.93K
$797K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-139- 2.35% |
$11.5K - $12.2K
|
5.77K
$515K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-268- 0.4% |
$22.3K - $23.6K
|
66.6K
$5.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-689- 34.13% |
$57.2K - $60.5K
|
1.33K
$119K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
70+ 3.73% |
$5.81K - $6.15K
|
1.95K
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.04K- 0.82% |
$169K - $179K
|
246K
$21.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.92K+ 97.73% |
$824K - $872K
|
20.1K
$1.79M
|
|