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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.39K+ 9.14% |
$502K - $593K
|
100K
$8.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.49KNew |
$269K - $317K
|
4.49K
$400K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
259+ 8.25% |
$15.5K - $18.3K
|
3.4K
$303K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200New |
$12K - $14.1K
|
200
$17.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-132- 4.56% |
$7.9K - $9.32K
|
2.76K
$246K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-199Closed |
$11.9K - $14.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-486- 2.73% |
$29.1K - $34.3K
|
17.3K
$1.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11New |
$659 - $777
|
11
$981
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.14KClosed |
$188K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-883Closed |
$52.9K - $62.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.45K- 28.96% |
$86.7K - $102K
|
3.55K
$317K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
10New |
$599 - $706
|
10
$892
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
186New |
$11.1K - $13.1K
|
186
$16.6K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$531 - $572
|
8
$714
|
|
|
May 13, 2022
Q1 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
129KNew |
$8.57M - $9.25M
|
129K
$11.5M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-485Closed |
$32.2K - $34.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.3KClosed |
$219K - $236K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.4KNew |
$623K - $673K
|
9.4K
$838K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 4.2% |
$332 - $358
|
124
$11.1K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$13.2K - $14K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.1KClosed |
$204K - $218K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-143Closed |
$9.41K - $10K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-5KClosed |
$329K - $351K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-202Closed |
$13.1K - $13.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-40KClosed |
$2.61M - $2.75M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-247Closed |
$16.1K - $16.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-275Closed |
$17.6K - $18.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-800Closed |
$45.8K - $51.2K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-365Closed |
$20.9K - $23.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-65Closed |
$3.72K - $4.16K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.14K- 26.83% |
$122K - $137K
|
5.84K
$521K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-155Closed |
$7.68K - $8.98K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
22.8KNew |
$1.13M - $1.32M
|
22.8K
$2.03M
|
|
| Q3 2020 | |||||||
|
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
$714
|
|
|
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
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.76KClosed |
$146K - $162K
|
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 | |||||||
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.2KClosed |
$852K - $969K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 14, 2025
Q4 2018
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
8.11KNew |
$365K - $440K
|
8.11K
$724K
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$743K - $895K
|
16.5K
$1.47M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.48KClosed |
$125K - $135K
|
0
$0
|
|