Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-69- 2.2% |
$5.97K - $6.25K
|
3.07K
$274K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-163- 0.32% |
$14.1K - $14.8K
|
50.3K
$4.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-208- 6.2% |
$18K - $18.8K
|
3.15K
$281K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-325- 3.84% |
$28.1K - $29.4K
|
8.13K
$725K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-448- 2.23% |
$38.7K - $40.6K
|
19.6K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.46K- 72.39% |
$559K - $585K
|
2.47K
$220K
|
|