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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
506New |
$39.6K - $43.1K
|
506
$45.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
22.8KNew |
$1.78M - $1.94M
|
22.8K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186New |
$14.6K - $15.8K
|
186
$16.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$2.38M - $2.59M
|
30.4K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
79New |
$6.18K - $6.73K
|
79
$7.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.52KNew |
$588K - $640K
|
7.52K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.49% |
$78.3 - $85.2
|
68
$6.07K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.11K- 30.42% |
$87.2K - $94.9K
|
2.55K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-172- 2.63% |
$13.5K - $14.6K
|
6.36K
$567K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$280K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.8KNew |
$5.12M - $5.59M
|
68.8K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.05KNew |
$227K - $248K
|
3.05K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82.4KNew |
$6.14M - $6.7M
|
82.4K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-715- 0.37% |
$53.3K - $58.1K
|
194K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64KNew |
$197K - $215K
|
2.64K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$271K - $296K
|
3.64K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$998K - $1.09M
|
13.4K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.6K- 8.35% |
$119K - $130K
|
17.6K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
88.4K+ 11.46% |
$6.59M - $7.19M
|
860K
$76.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.51KNew |
$187K - $204K
|
2.51K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.47KClosed |
$110K - $120K
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-66- 1.42% |
$4.92K - $5.36K
|
4.59K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
649New |
$48.3K - $52.7K
|
649
$57.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47.4K+ 7111.86% |
$3.53M - $3.85M
|
48K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333- 0.52% |
$24.8K - $27.1K
|
63.8K
$5.69M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.7KNew |
$943K - $1.03M
|
12.7K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.36K+ 24.26% |
$623K - $679K
|
42.8K
$3.82M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
767New |
$55.7K - $58.8K
|
767
$68.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.77KNew |
$273K - $289K
|
3.77K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$210K - $222K
|
2.9K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.34KNew |
$170K - $179K
|
2.34K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.2K+ 72.91% |
$305K - $322K
|
9.97K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.41KNew |
$538K - $568K
|
7.41K
$661K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.24KClosed |
$89.6K - $94.7K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
871New |
$63.2K - $66.8K
|
871
$77.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
501New |
$36.4K - $38.4K
|
501
$44.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
206+ 3.94% |
$14.3K - $15.7K
|
5.44K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.77K- 5.36% |
$261K - $288K
|
66.6K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
105KNew |
$7.27M - $8.01M
|
105K
$9.36M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$13.8K - $15.3K
|
200
$17.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
332+ 976.47% |
$23K - $25.3K
|
366
$32.7K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.17KNew |
$509K - $575K
|
8.17K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$179K - $202K
|
2.88K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-129K- 89.41% |
$8.06M - $9.1M
|
15.3K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.74KNew |
$233K - $263K
|
3.74K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-777- 3.71% |
$48.4K - $54.7K
|
20.2K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.63KNew |
$288K - $326K
|
4.63K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.94K- 51.11% |
$245K - $277K
|
3.77K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.16KNew |
$197K - $223K
|
3.16K
$282K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$24.9K - $28.1K
|
400
$35.7K
|
|