Latest Institutional Purchases of Ishares Tr Russell 200 Value E (IWX)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 200 Value E (IWX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
480K+ 201.97% |
$37.6M - $40.9M
|
718K
$59.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
157K+ 1524.88% |
$12.3M - $13.4M
|
168K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
102KNew |
$7.99M - $8.69M
|
102K
$8.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
91.9KNew |
$7.19M - $7.83M
|
91.9K
$7.65M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
68K+ 875.61% |
$5.32M - $5.79M
|
75.7K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.7KNew |
$4.67M - $5.08M
|
59.7K
$4.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
56.4KNew |
$4.41M - $4.8M
|
56.4K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
30.4KNew |
$2.38M - $2.59M
|
30.4K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.2K+ 26.25% |
$2.13M - $2.32M
|
131K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
22.8KNew |
$1.78M - $1.94M
|
22.8K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.3K+ 5.74% |
$1.67M - $1.81M
|
392K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
11.7KNew |
$912K - $992K
|
11.7K
$970K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.86KNew |
$772K - $840K
|
9.86K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7.76KNew |
$607K - $661K
|
7.76K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
7.52KNew |
$588K - $640K
|
7.52K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.32K+ 3.05% |
$573K - $623K
|
247K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.26K+ 4.79% |
$568K - $619K
|
159K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.47K+ 2.92% |
$506K - $551K
|
228K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.19KNew |
$485K - $527K
|
6.19K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.48K+ 48.62% |
$429K - $467K
|
16.8K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
4.69KNew |
$367K - $399K
|
4.69K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.12K+ 25.14% |
$323K - $351K
|
20.5K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.78KNew |
$296K - $322K
|
3.78K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.24K+ 2.22% |
$254K - $276K
|
149K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.14KNew |
$246K - $268K
|
3.14K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.02K+ 371.89% |
$236K - $257K
|
3.83K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3KNew |
$234K - $255K
|
3K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.5K+ 24.42% |
$196K - $213K
|
12.8K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.29K+ 1.82% |
$179K - $195K
|
128K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.07K+ 46.66% |
$162K - $176K
|
6.49K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.86K+ 23.01% |
$145K - $158K
|
9.92K
$826K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.53K+ 78.13% |
$119K - $130K
|
3.48K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.49K+ 12.54% |
$116K - $127K
|
13.4K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
680New |
$53.2K - $57.9K
|
680
$56.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
512+ 12.84% |
$40.1K - $43.6K
|
4.5K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
511+ 1.39% |
$40K - $43.5K
|
37.2K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
506New |
$39.6K - $43.1K
|
506
$42.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
390+ 2.87% |
$30.5K - $33.2K
|
14K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
192+ 6.15% |
$15K - $16.4K
|
3.31K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186New |
$14.6K - $15.8K
|
186
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
144+ 144.0% |
$11.3K - $12.3K
|
244
$20.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
104+ 1.18% |
$8.14K - $8.86K
|
8.9K
$740K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
103New |
$8.06K - $8.77K
|
103
$8.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
90+ 1.08% |
$7.04K - $7.67K
|
8.43K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
79New |
$6.18K - $6.73K
|
79
$6.58K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.66% |
$2.66K - $2.9K
|
5.19K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.28% |
$861 - $937
|
3.96K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 5.81% |
$391 - $426
|
91
$7.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.49% |
$78.3 - $85.2
|
68
$5.66K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6M+ 30395.45% |
$447M - $488M
|
6.02M
$501M
|
|