Who owns Ishares Tr rus200 val idx?
- Ticker: IWX
- CUSIP Number: 464289420
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr rus200 val idx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr rus200 val idx this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Tiaa Trust, National Association | 8.9M | $628M | -1% | Dec 2023 |
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Envestnet Portfolio Solutions | 6.1M | $429M | 100% | Dec 2023 |
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First Citizens Bank & Trust | 5.7M | $402M | -10% | Dec 2023 |
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AE Wealth Management | 1.9M | $133M | 9% | Dec 2023 |
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First Citizens Asset Management | 693k | $49M | 34% | Dec 2023 |
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Pegasus Partners | 637k | $45M | 128% | Dec 2023 |
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Branch Banking & Trust Company | 441k | $31M | -15% | Dec 2023 |
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Bryn Mawr Trust | 339k | $22M | -1% | Sep 2023 |
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UBS Group | 290k | $20M | 1% | Dec 2023 |
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Compton Wealth Advisory Group | 249k | $18M | 11% | Dec 2023 |
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Bp Wealth Management | 246k | $17M | 2010% | Dec 2023 |
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Commonwealth Equity Services | 229k | $16M | 0% | Dec 2023 |
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Goss Wealth Management | 228k | $15M | 36% | Sep 2023 |
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Jpmorgan Chase & Co | 204k | $14M | 254% | Dec 2023 |
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9258 Wealth Management | 203k | $14M | 8% | Dec 2023 |
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Horst & Graben Wealth Management | 200k | $14M | 8% | Dec 2023 |
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Bank of America Corporation | 188k | $13M | 1% | Dec 2023 |
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Simplicity Wealth | 168k | $12M | -5% | Dec 2023 |
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Wells Fargo & Company | 166k | $12M | 4% | Dec 2023 |
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Morgan Stanley | 141k | $9.2M | -8% | Sep 2023 |
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Kestra Private Wealth Services | 138k | $9.7M | 8% | Dec 2023 |
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Ameriprise Financial | 130k | $8.5M | 9% | Sep 2023 |
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Royal Bank of Canada | 102k | $7.2M | -2% | Dec 2023 |
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Kingdom Financial Group | 98k | $6.9M | -4% | Dec 2023 |
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Wsfs Capital Management | 88k | $6.2M | 63% | Dec 2023 |
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B.O.S.S. Retirement Advisors | 64k | $4.5M | -2% | Dec 2023 |
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Mml Investors Services | 63k | $4.1M | -17% | Sep 2023 |
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Raymond James & Associates | 58k | $4.1M | 11% | Dec 2023 |
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SOA Wealth Advisors | 57k | $4.0M | 95% | Dec 2023 |
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LPL Financial | 55k | $3.6M | 5% | Sep 2023 |
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Csenge Advisory Group | 55k | $3.6M | 8% | Sep 2023 |
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Harbor Investment Advisory | 52k | $3.7M | 0% | Dec 2023 |
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Goldman Sachs Group | 47k | $3.3M | -15% | Dec 2023 |
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HighTower Advisors | 45k | $3.2M | -73% | Dec 2023 |
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Integrated Wealth Concepts | 38k | $2.5M | -30% | Sep 2023 |
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Captrust Financial Advisors | 36k | $2.5M | 117% | Dec 2023 |
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Cambridge Investment Research Advisors | 34k | $2.4M | 17% | Dec 2023 |
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Ing Investment Management | 34k | $2.2M | -86% | Sep 2023 |
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Family Wealth Group | 33k | $2.3M | 100% | Dec 2023 |
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Oppenheimer & Co | 32k | $2.1M | 0% | Sep 2023 |
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Raymond James Financial Services Advisors | 31k | $2.2M | -2% | Dec 2023 |
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First Republic Investment Management | 31k | $2.0M | -5% | Sep 2023 |
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Global Wealth Management Investment Advisory | 31k | $2.1M | -13% | Dec 2023 |
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Financial Network Investment Corporation | 28k | $1.8M | 3% | Sep 2023 |
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Atria Investments | 27k | $1.9M | 62% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 25k | $1.7M | -3% | Sep 2023 |
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Foundations Investment Advisors | 24k | $1.7M | -46% | Dec 2023 |
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NinePointTwo Capital | 23k | $1.6M | 0% | Dec 2023 |
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Ausdal Financial Partners | 22k | $1.6M | 0% | Dec 2023 |
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Rockefeller Capital Management | 21k | $1.5M | 1% | Dec 2023 |
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Susquehanna International | 21k | $1.4M | 50% | Sep 2023 |
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Baystate Wealth Management | 20k | $1.4M | -4% | Dec 2023 |
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Peterson Financial Group | 18k | $1.2M | -13% | Dec 2023 |
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Arcadia Wealth Management | 17k | $1.2M | -6% | Dec 2023 |
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Waldron | 17k | $1.2M | 0% | Dec 2023 |
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McKinley Carter Wealth Services | 17k | $1.2M | -57% | Dec 2023 |
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Mason & Associates | 16k | $1.1M | -95% | Dec 2023 |
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Strategic Equity Management | 15k | $1.1M | -89% | Dec 2023 |
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Pnc Financial Services | 15k | $1.1M | 0% | Dec 2023 |
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Country Club Bank | 15k | $1.1M | 0% | Dec 2023 |
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Resources Investment Advisors | 15k | $983k | -23% | Sep 2023 |
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Venture Visionary Partners | 15k | $1.0M | 1% | Dec 2023 |
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Mariner Wealth Advisors | 14k | $995k | 18% | Dec 2023 |
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Strategic Blueprint | 14k | $963k | 100% | Dec 2023 |
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Envestnet Asset Management | 13k | $873k | -100% | Sep 2023 |
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Fifth Third Bancorp | 12k | $805k | 0% | Dec 2023 |
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M^T Bank Corporation | 10k | $719k | 0% | Dec 2023 |
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Kohmann Bosshard Financial Services | 9.4k | $660k | 0% | Dec 2023 |
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MBL Wealth | 9.1k | $639k | -1% | Dec 2023 |
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Proficio Capital Partners | 8.7k | $568k | 0% | Sep 2023 |
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Clarus Wealth Advisors | 7.7k | $534k | -3% | Dec 2023 |
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Synovus Financial Corp. | 7.7k | $500k | -3% | Sep 2023 |
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Pineridge Advisors | 7.6k | $532k | 100% | Dec 2023 |
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Advisor Group Holdings | 7.5k | $523k | -49% | Dec 2023 |
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Maripau Wealth Management | 7.4k | $522k | -10% | Dec 2023 |
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Flow Traders US | 6.9k | $484k | -19% | Dec 2023 |
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Prospera Financial Services | 6.8k | $477k | -12% | Dec 2023 |
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One Wealth Advisors | 6.3k | $413k | 0% | Sep 2023 |
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GenWealth Group | 5.8k | $410k | 0% | Dec 2023 |
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Arkadios Wealth Advisors | 5.8k | $408k | 100% | Dec 2023 |
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Tower Research Capital | 5.8k | $378k | 8% | Sep 2023 |
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Glenmede Trust Company | 5.2k | $342k | 0% | Sep 2023 |
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J.w. Cole Advisors | 5.1k | $357k | 1% | Dec 2023 |
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Bank Of Montreal | 5.1k | $356k | 38869% | Dec 2023 |
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MAI Wealth Advisors | 5.0k | $354k | 27% | Dec 2023 |
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Oak Harvest Investment Services | 5.0k | $349k | -14% | Dec 2023 |
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Leo Wealth | 4.9k | $365k | 100% | Dec 2023 |
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Wagner Bowman Management | 4.9k | $344k | 23% | Dec 2023 |
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Meridian Wealth Management | 4.9k | $341k | -50% | Dec 2023 |
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Sawtooth Asset Management | 4.6k | $325k | 100% | Dec 2023 |
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Laurel Wealth Advisors | 4.6k | $301k | 0% | Sep 2023 |
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Franklin Resources | 4.6k | $321k | -15% | Dec 2023 |
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Brown Brothers Harriman & Co. | 4.6k | $320k | 0% | Dec 2023 |
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Silverlake Wealth Management | 4.3k | $298k | 0% | Dec 2023 |
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FMR | 3.9k | $258k | -11% | Sep 2023 |
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Pacific Financial Group | 3.8k | $266k | 0% | Dec 2023 |
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Anchor Capital Advisors | 3.8k | $266k | 0% | Dec 2023 |
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Pallas Capital Advisors | 3.8k | $264k | -51% | Dec 2023 |
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Yoder Wealth Management | 3.7k | $263k | 100% | Dec 2023 |
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Oliver Lagore Vanvalin Investment Group | 3.7k | $262k | -64% | Dec 2023 |
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Ballast Advisors | 3.6k | $253k | 0% | Dec 2023 |
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Renaissance Technologies | 3.4k | $222k | -61% | Sep 2023 |
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Janney Montgomery Scott | 3.4k | $237k | -3% | Dec 2023 |
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William Blair $ Company | 3.3k | $232k | 0% | Dec 2023 |
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Wealthsource Partners | 3.2k | $222k | 100% | Dec 2023 |
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Continuum Advisory | 3.1k | $219k | 0% | Dec 2023 |
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Qrg Capital Management | 3.0k | $207k | 100% | Dec 2023 |
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Citadel Advisors | 2.9k | $201k | -49% | Dec 2023 |
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FTB Advisors | 2.7k | $190k | 0% | Dec 2023 |
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Goodman & Company, Investment Counsel | 2.3k | $151k | 0% | Sep 2023 |
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Sound Income Strategies | 2.1k | $147k | -38% | Dec 2023 |
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CWM | 2.1k | $145k | 0% | Dec 2023 |
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SCBT Financial Corporation | 1.9k | $133k | 100% | Dec 2023 |
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Key FInancial | 1.8k | $126k | 0% | Dec 2023 |
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Creekmur Asset Management | 1.7k | $118k | 100% | Dec 2023 |
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Milestone Group | 1.6k | $113k | 0% | Dec 2023 |
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Colonial Trust Co / SC | 1.4k | $94k | 0% | Sep 2023 |
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Qube Research & Technologies | 1.3k | $82k | 100% | Sep 2023 |
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GPS Wealth Strategies Group | 1.2k | $83k | 0% | Dec 2023 |
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Us Bancorp | 886.00 | $62k | 0% | Dec 2023 |
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Spire Wealth Management | 758.00 | $53k | 0% | Dec 2023 |
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Cedar Mountain Advisors | 732.00 | $51k | 0% | Dec 2023 |
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Mine & Arao Wealth Creation & Management | 500.00 | $35k | 0% | Dec 2023 |
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Gradient Investments | 439.00 | $31k | 0% | Dec 2023 |
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Anchor Investment Management | 400.00 | $28k | 0% | Dec 2023 |
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Bessemer | 350.00 | $25k | 0% | Dec 2023 |
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Proequities | 297.00 | $21M | 0% | Dec 2023 |
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D. J. St. Germain | 294.00 | $21k | 0% | Dec 2023 |
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Harbour Investments | 289.00 | $20k | 1% | Dec 2023 |
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Tucker Asset Management | 284.00 | $20k | 398% | Dec 2023 |
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Cherry Tree Wealth Management | 267.00 | $19k | 0% | Dec 2023 |
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Brian McDonald | 261.00 | $17k | 100% | Sep 2023 |
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Colonial Asset Management | 222.00 | $15k | 0% | Sep 2023 |
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FinTrust Capital Advisors | 160.00 | $11k | 100% | Sep 2023 |
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M&r Capital Management | 124.00 | $8.7k | 0% | Dec 2023 |
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New Millennium Group | 112.00 | $7.9k | 0% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 66.00 | $4.7k | 2% | Dec 2023 |
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Life Planning Partners | 40.00 | $2.8k | 100% | Dec 2023 |
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Advisory Services Network | 40.00 | $2.8k | -99% | Dec 2023 |
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Van Eck Associates Corp. | 34.00 | $2.0k | 100% | Dec 2023 |
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Who sold out of Ishares Tr rus200 val idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
CFS Investment Advisory Services | Jun 2023 | 19k | $1.3M |
True Link Financial Advisors | Sep 2023 | 14k | $897k |
Jane Street | Sep 2023 | 5.2k | $338k |
Townsquare Capital | Sep 2023 | 3.1k | $201k |
BluePath Capital Management | Sep 2023 | 2.7k | $175k |
Authentikos Wealth Advisory | Sep 2023 | 637.00 | $42k |
Bank Of Oklahoma National Association / | Sep 2023 | 304.00 | $19k |
FNY Investment Advisers | Sep 2023 | 100.00 | $6.0k |
Emerald Investment Partners | Sep 2023 | 81.00 | $5.3k |