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 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-628Closed |
$30.5K - $33.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-148Closed |
$7.18K - $7.94K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-152Closed |
$7.38K - $8.16K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-9Closed |
$437 - $483
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-535Closed |
$22.5K - $29K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-163Closed |
$6.86K - $8.82K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-563- 98.6% |
$21.4K - $33.4K
|
8
$664
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$38.1 - $59.3
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.88KClosed |
$224K - $349K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-472Closed |
$18K - $28K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
SELL
|
- |
-5.15KClosed |
$196K - $305K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.76KClosed |
$146K - $162K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.8KClosed |
$1.29M - $1.38M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.84KClosed |
$93.6K - $100K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-82Closed |
$4.18K - $4.48K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2021
Q1 2019
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-8.11KClosed |
$381K - $433K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.31KNew |
$155K - $176K
|
3.31K
$274K
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.2KClosed |
$852K - $969K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$743K - $895K
|
16.5K
$1.37M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.48KClosed |
$125K - $135K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
174New |
$8.79K - $9.52K
|
174
$14.4K
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-54Closed |
$2.66K - $2.82K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$49.8 - $50
|
1
$83
|
|