Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
26K+ 5.51% |
$2.16M - $2.28M
|
497K
$44.4M
|
|
|
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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.4K+ 15.45% |
$1.28M - $1.35M
|
115K
$10.3M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.92K+ 97.73% |
$824K - $872K
|
20.1K
$1.79M
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.44K+ 25.71% |
$285K - $302K
|
16.8K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 4.51% |
$282K - $298K
|
78.6K
$7.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$278K - $295K
|
3.35K
$299K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.57KNew |
$214K - $226K
|
2.57K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.48KNew |
$206K - $218K
|
2.48K
$221K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.42KNew |
$201K - $212K
|
2.42K
$216K
|
|
|
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
|
|