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 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
304New |
$19.9K - $21.2K
|
304
$27.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
350New |
$22.9K - $24.4K
|
350
$31.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 4.83% |
$103K - $110K
|
31K
$2.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
12KNew |
$785K - $836K
|
12K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-339- 43.57% |
$22.2K - $23.6K
|
439
$39.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.68KNew |
$175K - $187K
|
2.68K
$239K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
160New |
$10.5K - $11.1K
|
160
$14.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.54K - $6.97K
|
100
$8.92K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
294New |
$18.8K - $19.8K
|
294
$26.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
267New |
$17.1K - $18K
|
267
$23.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-15- 0.04% |
$960 - $1.01K
|
35.5K
$3.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2- 0.4% |
$128 - $135
|
500
$44.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
81New |
$5.19K - $5.46K
|
81
$7.23K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
156New |
$9.99K - $10.5K
|
156
$13.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
244K+ 3.1% |
$15.6M - $16.5M
|
8.12M
$724M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 0.18% |
$2.3K - $2.43K
|
19.6K
$1.75M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.73K- 32.92% |
$431K - $454K
|
13.7K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
160New |
$10.2K - $10.8K
|
160
$14.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-808- 16.62% |
$50.5K - $54.9K
|
4.06K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-47- 56.63% |
$2.93K - $3.2K
|
36
$3.21K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.56KNew |
$285K - $310K
|
4.56K
$407K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
268+ 8.03% |
$16.7K - $18.2K
|
3.61K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.02% |
$125 - $136
|
10.8K
$965K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.77KNew |
$298K - $324K
|
4.77K
$426K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
75New |
$4.68K - $5.1K
|
75
$6.69K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.18KNew |
$73.5K - $80K
|
1.18K
$105K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
20+ 0.5% |
$1.25K - $1.36K
|
4.04K
$361K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
732New |
$45.7K - $49.8K
|
732
$65.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
222New |
$12.9K - $15K
|
222
$19.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 99.51% |
$105K - $123K
|
9
$803
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3New |
$174 - $203
|
3
$268
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.02KNew |
$117K - $137K
|
2.02K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
191New |
$11.1K - $12.9K
|
191
$17K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$77.8K - $90.7K
|
1.34K
$120K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
144New |
$8.36K - $9.75K
|
144
$12.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
378New |
$21.9K - $25.6K
|
378
$33.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$34.8K - $40.6K
|
600
$53.5K
|
|
| Q3 2022 | |||||||
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
150New |
$8.66K - $10.2K
|
150
$13.4K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$635 - $746
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$745K - $876K
|
12.9K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.84KNew |
$510K - $599K
|
8.84K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$718K - $844K
|
12.4K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
230KNew |
$13.3M - $15.6M
|
230K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.2KNew |
$702K - $825K
|
12.2K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.73K - $2.03K
|
30
$2.68K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
39New |
$2.25K - $2.64K
|
39
$3.48K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$410K - $482K
|
7.11K
$634K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.95KNew |
$344K - $404K
|
5.95K
$531K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.92KNew |
$573K - $673K
|
9.92K
$885K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1KNew |
$605K - $713K
|
10.1K
$901K
|
|