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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.4KNew |
$4.44M - $4.65M
|
51.4K
$4.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.5KNew |
$2.81M - $2.94M
|
32.5K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.4KNew |
$1.94M - $2.03M
|
22.4K
$2M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
21.1KNew |
$1.82M - $1.91M
|
21.1K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.57KNew |
$741K - $776K
|
8.57K
$765K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.45K+ 52.73% |
$731K - $765K
|
24.5K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.95K+ 1.47% |
$515K - $539K
|
411K
$36.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.38K+ 1.78% |
$379K - $397K
|
250K
$22.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$93.1K - $97.5K
|
1.08K
$96.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789+ 33.19% |
$68.2K - $71.4K
|
3.17K
$282K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
494+ 91.82% |
$42.7K - $44.7K
|
1.03K
$92.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
460+ 2.74% |
$39.8K - $41.6K
|
17.3K
$1.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
209+ 8.38% |
$18.1K - $18.9K
|
2.7K
$241K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
68New |
$5.88K - $6.16K
|
68
$6.07K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.03% |
$86.5 - $90.5
|
3.52K
$314K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
442KNew |
$36.7M - $38.8M
|
442K
$39.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.6K+ 11.6% |
$2.87M - $3.04M
|
333K
$29.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.6K+ 3.0% |
$2.54M - $2.69M
|
1.05M
$93.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29K+ 13.92% |
$2.41M - $2.55M
|
237K
$21.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.5K+ 12.39% |
$2.28M - $2.41M
|
249K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
25.1K+ 28.89% |
$2.09M - $2.21M
|
112K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
20.6K+ 4.42% |
$1.71M - $1.81M
|
486K
$43.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
20.4KNew |
$1.69M - $1.79M
|
20.4K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
19K+ 7.4% |
$1.58M - $1.67M
|
276K
$24.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
18.4K+ 11.49% |
$1.53M - $1.61M
|
178K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
16.1KNew |
$1.34M - $1.42M
|
16.1K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7K+ 100.67% |
$1.3M - $1.38M
|
31.3K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
13.9KNew |
$1.16M - $1.22M
|
13.9K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 4.41% |
$1.11M - $1.17M
|
317K
$28.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.1K+ 2.46% |
$1.09M - $1.15M
|
546K
$48.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$924K - $978K
|
11.1K
$993K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11K+ 4.63% |
$917K - $971K
|
250K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$862K - $912K
|
10.4K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.3K+ 8.67% |
$856K - $906K
|
129K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.78K+ 20.01% |
$729K - $771K
|
52.6K
$4.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.88K+ 3.11% |
$654K - $692K
|
261K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.92K+ 3.51% |
$492K - $521K
|
175K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.53K+ 46.19% |
$459K - $486K
|
17.5K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.4K+ 6.79% |
$448K - $475K
|
84.9K
$7.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93K+ 19.16% |
$410K - $433K
|
30.7K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.59K+ 65.71% |
$381K - $404K
|
11.6K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 2.26% |
$381K - $404K
|
208K
$18.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.48K+ 43.18% |
$372K - $394K
|
14.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.2K+ 538.85% |
$349K - $369K
|
4.98K
$445K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 214.5% |
$348K - $368K
|
6.14K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.47K+ 1.91% |
$288K - $305K
|
185K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 4.51% |
$282K - $298K
|
78.6K
$7.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.11KNew |
$258K - $273K
|
3.11K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.07KNew |
$255K - $270K
|
3.07K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.87KNew |
$238K - $252K
|
2.87K
$256K
|
|