Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 200 Value E (IWX)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 200 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.3 - $71.6
|
5.72K
$475K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-302- 2.89% |
$20K - $21.6K
|
10.2K
$843K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-368- 2.23% |
$24.4K - $26.3K
|
16.2K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-400- 6.04% |
$26.5K - $28.6K
|
6.22K
$517K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-456- 4.94% |
$30.2K - $32.6K
|
8.78K
$729K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-465Closed |
$30.8K - $33.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-485Closed |
$32.2K - $34.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-550- 4.53% |
$36.5K - $39.4K
|
11.6K
$963K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-669- 42.56% |
$44.4K - $47.9K
|
903
$75K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-800- 2.64% |
$53.1K - $57.2K
|
29.5K
$2.45M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 3.52% |
$82.8K - $89.3K
|
34.2K
$2.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.28K- 14.26% |
$85K - $91.7K
|
7.71K
$640K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.48K- 45.08% |
$97.8K - $106K
|
1.8K
$149K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.78K- 9.11% |
$118K - $128K
|
17.8K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.94K- 7.93% |
$129K - $139K
|
22.5K
$1.87M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.45K- 12.15% |
$162K - $175K
|
17.7K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.85K- 5.82% |
$189K - $204K
|
46.2K
$3.83M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.3KClosed |
$219K - $236K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.45K- 2.79% |
$229K - $247K
|
120K
$9.97M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.55K- 10.67% |
$236K - $254K
|
29.7K
$2.47M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.64KClosed |
$242K - $261K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.98K- 15.68% |
$264K - $285K
|
21.4K
$1.78M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.93KClosed |
$327K - $353K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.5KClosed |
$365K - $394K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.53K- 17.33% |
$367K - $396K
|
26.4K
$2.19M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-5.92K- 19.37% |
$393K - $424K
|
24.6K
$2.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7.92K- 13.11% |
$525K - $567K
|
52.5K
$4.36M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.02K- 6.99% |
$598K - $645K
|
120K
$9.97M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.5KClosed |
$1.03M - $1.11M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-15.6K- 14.65% |
$1.03M - $1.12M
|
90.8K
$7.54M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-19.1K- 0.46% |
$1.27M - $1.37M
|
4.17M
$346M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.3K- 87.72% |
$1.54M - $1.66M
|
3.26K
$270K
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-37K- 12.34% |
$2.45M - $2.65M
|
263K
$21.8M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-53.1K- 38.64% |
$3.52M - $3.8M
|
84.3K
$7M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-55K- 9.01% |
$3.65M - $3.94M
|
555K
$46.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-67.4K- 68.78% |
$4.47M - $4.82M
|
30.6K
$2.54M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.7K- 1.51% |
$4.55M - $4.91M
|
4.47M
$371M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-114K- 4.74% |
$7.58M - $8.18M
|
2.3M
$191M
|