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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-104K- 20.36% |
$8.61M - $9.11M
|
406K
$36.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 62.12% |
$1.55M - $1.64M
|
11.4K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.77K- 8.85% |
$147K - $156K
|
18.2K
$1.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.23% |
$2.82K - $2.99K
|
15K
$1.34M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
700+ 17.95% |
$51.3K - $58.9K
|
4.6K
$410K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.22K- 4.98% |
$382K - $439K
|
99.6K
$8.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.35KNew |
$392K - $450K
|
5.35K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-989- 10.41% |
$72.5K - $83.3K
|
8.51K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$1.25M - $1.43M
|
17K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$580K - $667K
|
7.92K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.2K- 45.48% |
$87.7K - $101K
|
1.44K
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 31.36% |
$81.5K - $93.7K
|
2.44K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.72KNew |
$419K - $482K
|
5.72K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
6.68KNew |
$489K - $562K
|
6.68K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 24.68% |
$37.9K - $43.5K
|
1.58K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8KNew |
$718K - $825K
|
9.8K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-487- 4.17% |
$35.7K - $41K
|
11.2K
$999K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
966+ 10.41% |
$70.8K - $81.3K
|
10.2K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.35K+ 2703.45% |
$172K - $198K
|
2.44K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
541+ 17.9% |
$39.6K - $45.5K
|
3.56K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.42KNew |
$177K - $203K
|
2.42K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-105- 52.24% |
$7.69K - $8.84K
|
96
$8.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 22.47% |
$141K - $162K
|
6.62K
$591K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103New |
$7.55K - $8.67K
|
103
$9.19K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 7.16% |
$88.6K - $102K
|
15.7K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-650- 20.19% |
$47.6K - $54.7K
|
2.57K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-885- 46.63% |
$64.8K - $74.5K
|
1.01K
$90.4K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-101- 51.53% |
$7.4K - $8.5K
|
95
$8.47K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168+ 14.61% |
$12.3K - $14.1K
|
1.32K
$118K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-157- 99.37% |
$11.5K - $13.2K
|
1
$89.2
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.39KNew |
$175K - $201K
|
2.39K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
102+ 1.7% |
$7.47K - $8.59K
|
6.1K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 65.77% |
$87.7K - $101K
|
3.02K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.69K- 37.25% |
$124K - $143K
|
2.85K
$255K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
48New |
$3.52K - $4.04K
|
48
$4.28K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.29K+ 2512.09% |
$167K - $192K
|
2.38K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-738- 17.79% |
$54.1K - $62.1K
|
3.41K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.02% |
$73.3 - $84.2
|
4.52K
$403K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18- 0.51% |
$1.32K - $1.52K
|
3.54K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.53KNew |
$259K - $298K
|
3.53K
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$561K - $644K
|
7.65K
$683K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$12.7K - $14.6K
|
174
$15.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.15K+ 169.12% |
$84.2K - $96.8K
|
1.83K
$163K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-683- 65.11% |
$50K - $57.5K
|
366
$32.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-935- 10.93% |
$68.5K - $78.7K
|
7.62K
$680K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
171+ 12.0% |
$12.5K - $14.4K
|
1.6K
$142K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 0.52% |
$1.76K - $2.02K
|
4.63K
$413K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 9.09% |
$7.33K - $8.42K
|
1K
$89.2K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-232K- 29.5% |
$18.2M - $19.7M
|
554K
$49.4M
|
|