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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.35KNew |
$195K - $207K
|
2.35K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.35KNew |
$195K - $206K
|
2.35K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.32K+ 10.0% |
$193K - $204K
|
25.5K
$2.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.21K+ 3.97% |
$184K - $194K
|
58K
$5.17M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.18K+ 1.46% |
$181K - $191K
|
152K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.05K+ 10.95% |
$171K - $181K
|
20.8K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.02K+ 7.12% |
$168K - $177K
|
30.4K
$2.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.01K+ 21.47% |
$167K - $176K
|
11.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$165K - $175K
|
1.99K
$178K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.93K+ 29.74% |
$161K - $170K
|
8.44K
$753K
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
1.83K+ 2.79% |
$152K - $161K
|
67.5K
$6.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.66K+ 4.42% |
$138K - $146K
|
39.2K
$3.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.57K+ 23.3% |
$130K - $138K
|
8.3K
$740K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 3.85% |
$101K - $107K
|
32.7K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.21KNew |
$100K - $106K
|
1.21K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.17K+ 1.47% |
$97.3K - $103K
|
80.7K
$7.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1KNew |
$83K - $87.9K
|
1K
$89.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
895+ 1226.03% |
$74.3K - $78.7K
|
968
$86.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
862New |
$71.6K - $75.8K
|
862
$76.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
753+ 24.13% |
$62.5K - $66.2K
|
3.87K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
469+ 2.89% |
$38.9K - $41.2K
|
16.7K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
434New |
$36K - $38.1K
|
434
$38.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
373+ 0.25% |
$31K - $32.8K
|
147K
$13.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
365+ 2.32% |
$30.3K - $32.1K
|
16.1K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
348+ 33.95% |
$28.9K - $30.6K
|
1.37K
$122K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
336+ 6.3% |
$27.9K - $29.5K
|
5.67K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
316+ 7.44% |
$26.2K - $27.8K
|
4.56K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
290+ 2.81% |
$24.1K - $25.5K
|
10.6K
$946K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
256New |
$21.3K - $22.5K
|
256
$22.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
220New |
$18.3K - $19.3K
|
220
$19.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
214+ 1.52% |
$17.8K - $18.8K
|
14.3K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
203+ 3.3% |
$16.9K - $17.8K
|
6.36K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
158+ 4.89% |
$13.1K - $13.9K
|
3.39K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
137New |
$11.4K - $12K
|
137
$12.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
70+ 3.73% |
$5.81K - $6.15K
|
1.95K
$174K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$4.65K - $4.92K
|
56
$5K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
36New |
$2.99K - $3.16K
|
36
$3.21K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
34+ 2.54% |
$2.82K - $2.99K
|
1.38K
$123K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
34+ 0.23% |
$2.82K - $2.99K
|
15K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.43% |
$2.08K - $2.2K
|
5.84K
$521K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$581 - $615
|
3.84K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.45% |
$249 - $264
|
674
$60.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.24% |
$83 - $87.9
|
411
$36.7K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17KNew |
$1.25M - $1.43M
|
17K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.8KNew |
$718K - $825K
|
9.8K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$580K - $667K
|
7.92K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$561K - $644K
|
7.65K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
6.68KNew |
$489K - $562K
|
6.68K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.72KNew |
$419K - $482K
|
5.72K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.35KNew |
$392K - $450K
|
5.35K
$477K
|
|