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 | 10M | $773M | 9% | Jun 2024 |
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Envestnet Portfolio Solutions | 6.9M | $557M | -3% | Sep 2024 |
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First Citizens Bank & Trust | 6.3M | $513M | -5% | Sep 2024 |
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Envestnet Asset Management | 6.0M | $489M | 30395% | Sep 2024 |
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AE Wealth Management | 1.0M | $85M | 9% | Sep 2024 |
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Pegasus Partners | 860k | $70M | 26% | Sep 2024 |
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Orion Portfolio Solutions | 786k | $64M | 100% | Sep 2024 |
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First Citizens Asset Management | 526k | $43M | -3% | Sep 2024 |
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LPL Financial | 442k | $36M | 744% | Sep 2024 |
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Branch Banking & Trust Company | 414k | $31M | -5% | Jun 2024 |
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Bryn Mawr Trust | 371k | $30M | 0% | Sep 2024 |
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Principal Securities | 347k | $28M | 100% | Sep 2024 |
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Sterling Capital Management | 243k | $20M | 100% | Sep 2024 |
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Compton Wealth Advisory Group | 240k | $20M | -5% | Sep 2024 |
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Bp Wealth Management | 238k | $19M | -59% | Sep 2024 |
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Commonwealth Equity Services | 221k | $18M | 0% | Sep 2024 |
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Bank of America Corporation | 195k | $16M | 20% | Sep 2024 |
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9258 Wealth Management | 194k | $16M | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 193k | $16M | 9% | Sep 2024 |
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Mml Investors Services | 193k | $16M | 220% | Sep 2024 |
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Wells Fargo & Company | 171k | $14M | -2% | Sep 2024 |
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Kingdom Financial Group | 168k | $14M | -1% | Sep 2024 |
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Goss Wealth Management | 161k | $12M | 3% | Jun 2024 |
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Advisor Group Holdings | 160k | $13M | 5865% | Sep 2024 |
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Wsfs Capital Management | 152k | $12M | 10% | Sep 2024 |
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Howard Bailey Securities | 152k | $12M | 100% | Sep 2024 |
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Kestra Private Wealth Services | 146k | $12M | 4% | Sep 2024 |
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Morgan Stanley | 145k | $11M | 0% | Jun 2024 |
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Horst & Graben Wealth Management | 126k | $10M | -19% | Sep 2024 |
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Royal Bank of Canada | 105k | $8.5M | 2% | Sep 2024 |
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Sanctuary Advisors | 104k | $8.7M | -5% | Sep 2024 |
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Simplicity Wealth | 98k | $7.9M | -2% | Sep 2024 |
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Centennial Wealth Advisory | 81k | $6.6M | 100% | Sep 2024 |
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Atria Wealth Solutions | 78k | $6.4M | 100% | Sep 2024 |
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GLOBALT Investments LLC / GA | 70k | $5.7M | -3% | Sep 2024 |
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National Asset Management | 69k | $5.6M | 100% | Sep 2024 |
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Cetera Investment Advisers | 67k | $5.0M | -4% | Jun 2024 |
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Raymond James & Associates | 64k | $5.2M | -1% | Sep 2024 |
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Csenge Advisory Group | 62k | $5.1M | 17% | Sep 2024 |
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Cambridge Investment Research Advisors | 61k | $5.0M | 15% | Sep 2024 |
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Harbor Investment Advisory | 51k | $4.1M | 0% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 50k | $4.1M | 1249900% | Sep 2024 |
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International Assets Investment Management | 48k | $591k | 7112% | Sep 2024 |
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Park Avenue Securities | 43k | $3.5M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 43k | $3.5M | 24% | Sep 2024 |
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Integrated Wealth Concepts | 42k | $3.4M | 1% | Sep 2024 |
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SOA Wealth Advisors | 42k | $3.4M | -7% | Sep 2024 |
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Oppenheimer & Co | 37k | $3.0M | 4% | Sep 2024 |
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Family Wealth Group | 31k | $2.3M | -2% | Jun 2024 |
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Mariner Wealth Advisors | 31k | $2.5M | 1% | Sep 2024 |
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Global Wealth Management Investment Advisory | 27k | $2.2M | -1% | Sep 2024 |
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Ing Investment Management | 26k | $2.1M | -81% | Sep 2024 |
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Foundations Investment Advisors | 23k | $1.9M | 36% | Sep 2024 |
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Kelly Financial Services | 22k | $1.8M | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 22k | $1.8M | 2% | Sep 2024 |
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Country Club Bank | 22k | $1.6M | 44% | Jun 2024 |
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Rockefeller Capital Management | 22k | $1.6M | 0% | Jun 2024 |
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Colonial River Wealth Management | 20k | $1.6M | 100% | Sep 2024 |
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Axxcess Wealth Management | 20k | $1.6M | 100% | Sep 2024 |
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Private Advisor | 19k | $1.6M | 100% | Sep 2024 |
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Peterson Financial Group | 18k | $1.4M | -8% | Sep 2024 |
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Arcadia Wealth Management | 17k | $1.4M | -1% | Sep 2024 |
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Waldron | 17k | $1.4M | 0% | Sep 2024 |
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Susquehanna International | 17k | $1.4M | -77% | Sep 2024 |
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HighTower Advisors | 17k | $1.3M | -38% | Jun 2024 |
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Goldman Sachs Group | 16k | $1.2M | -3% | Jun 2024 |
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CFS Investment Advisory Services | 16k | $1.3M | 8% | Sep 2024 |
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Venture Visionary Partners | 15k | $1.2M | 0% | Sep 2024 |
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Pnc Financial Services | 15k | $1.2M | -2% | Sep 2024 |
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Citadel Advisors | 14k | $1.1M | 44% | Sep 2024 |
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McKinley Carter Wealth Services | 14k | $1.1M | -5% | Sep 2024 |
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Strategic Blueprint | 14k | $1.1M | 0% | Sep 2024 |
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H D Vest Advisory Services | 14k | $1.0M | 100% | Jun 2024 |
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Morningstar Investment Services | 13k | $1.1M | 100% | Sep 2024 |
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New Century Financial Group | 13k | $1.0M | 100% | Sep 2024 |
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Ausdal Financial Partners | 13k | $1.0M | -42% | Sep 2024 |
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Signal Advisors Wealth | 12k | $964k | 100% | Sep 2024 |
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Fidelis Capital Partners | 11k | $926k | 100% | Sep 2024 |
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M^T Bank Corporation | 10k | $833k | 0% | Sep 2024 |
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Synovus Financial Corp. | 9.8k | $796k | 4% | Sep 2024 |
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Smartleaf Asset Management | 9.5k | $769k | 0% | Sep 2024 |
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Kohmann Bosshard Financial Services | 9.4k | $764k | 0% | Sep 2024 |
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Atlantic Trust | 9.3k | $756k | -2% | Sep 2024 |
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Renaissance Technologies | 9.2k | $748k | 8% | Sep 2024 |
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Lloyd Advisory Services | 8.8k | $714k | 1% | Sep 2024 |
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Mason & Associates | 8.5k | $694k | 0% | Sep 2024 |
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MBL Wealth | 8.4k | $629k | 0% | Jun 2024 |
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Victory Financial Group | 8.3k | $624k | 100% | Jun 2024 |
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Kestra Advisory Services | 8.2k | $664k | 100% | Sep 2024 |
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Us Bancorp | 8.2k | $663k | 820% | Sep 2024 |
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Fifth Third Bancorp | 8.1k | $655k | 0% | Sep 2024 |
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Atria Investments | 7.9k | $643k | 100% | Sep 2024 |
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Atomi Financial Group | 7.9k | $639k | 100% | Sep 2024 |
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B.O.S.S. Retirement Advisors | 7.8k | $631k | 99% | Sep 2024 |
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Prospera Financial Services | 6.7k | $547k | -1% | Sep 2024 |
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Clarus Wealth Advisors | 6.5k | $528k | -3% | Sep 2024 |
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Resources Investment Advisors | 5.9k | $476k | 5% | Sep 2024 |
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GenWealth Group | 5.8k | $474k | 0% | Sep 2024 |
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Arkadios Wealth Advisors | 5.8k | $473k | 0% | Sep 2024 |
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Captrust Financial Advisors | 5.6k | $455k | 7% | Sep 2024 |
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Change Path | 5.6k | $453k | 100% | Sep 2024 |
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Beaumont Financial Advisors | 5.4k | $442k | 0% | Sep 2024 |
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Glenmede Trust Company | 5.4k | $442k | 0% | Sep 2024 |
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Goodman & Company, Investment Counsel | 5.4k | $441k | 1% | Sep 2024 |
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One Wealth Advisors | 5.4k | $438k | -3% | Sep 2024 |
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J.w. Cole Advisors | 5.2k | $419k | 0% | Sep 2024 |
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MAI Wealth Advisors | 5.0k | $410k | 0% | Sep 2024 |
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Pineridge Advisors | 4.8k | $386k | 1% | Sep 2024 |
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Laurel Wealth Advisors | 4.6k | $374k | 0% | Sep 2024 |
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Oak Harvest Investment Services | 4.6k | $373k | -1% | Sep 2024 |
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Wagner Bowman Management | 4.6k | $371k | -1% | Sep 2024 |
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Brown Brothers Harriman & Co. | 4.6k | $342k | 0% | Jun 2024 |
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Great Valley Advisor Group | 4.5k | $364k | 100% | Sep 2024 |
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SMART Wealth | 4.4k | $360k | 100% | Sep 2024 |
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Virtue Capital Management | 4.4k | $354k | 100% | Sep 2024 |
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Silverlake Wealth Management | 4.3k | $352k | 2% | Sep 2024 |
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Citigroup | 4.3k | $349k | 100% | Sep 2024 |
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Pensionmark Financial Group | 4.3k | $349k | 100% | Sep 2024 |
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Leo Wealth | 4.0k | $324k | -17% | Sep 2024 |
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Meridian Wealth Management | 4.0k | $321k | 100% | Sep 2024 |
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FSA Advisors | 3.9k | $292k | 14% | Sep 2024 |
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Sigma Planning | 3.9k | $313k | 100% | Sep 2024 |
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Concorde Asset Management | 3.8k | $309k | 100% | Sep 2024 |
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Pallas Capital Advisors | 3.8k | $308k | 0% | Sep 2024 |
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AQR Capital Management | 3.8k | $306k | 0% | Sep 2024 |
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Yoder Wealth Management | 3.7k | $304k | 0% | Sep 2024 |
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Pacific Financial Group | 3.7k | $278k | 0% | Jun 2024 |
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Mason & Associates | 3.7k | $298k | 0% | Sep 2024 |
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Absolute Capital Management | 3.6k | $296k | 100% | Sep 2024 |
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Ballast Advisors | 3.6k | $293k | 0% | Sep 2024 |
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Lion Street Advisors | 3.6k | $290k | 100% | Sep 2024 |
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Global Retirement Partners | 3.5k | $283k | 100% | Sep 2024 |
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Equitable Holdings | 3.3k | $249k | 100% | Jun 2024 |
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William Blair $ Company | 3.3k | $269k | 0% | Sep 2024 |
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Janney Montgomery Scott | 3.3k | $266k | -3% | Sep 2024 |
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Anchor Capital Advisors | 3.2k | $262k | -13% | Sep 2024 |
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Affinity Capital Advisors | 3.1k | $254k | 14% | Sep 2024 |
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Continuum Advisory | 3.1k | $259k | 0% | Sep 2024 |
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Spire Wealth Management | 3.1k | $251k | 100% | Sep 2024 |
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Colonial Trust Co / SC | 3.1k | $249k | -35% | Sep 2024 |
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Brophy Wealth Management | 3.0k | $248k | 100% | Sep 2024 |
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Old Mission Capital | 2.9k | $217k | 100% | Jun 2024 |
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Townsquare Capital | 2.7k | $220k | 100% | Sep 2024 |
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HPM Partners | 2.6k | $215k | 100% | Sep 2024 |
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Financial Engines Advisors L.L.C | 2.5k | $205k | 100% | Sep 2024 |
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Qrg Capital Management | 2.5k | $204k | 100% | Sep 2024 |
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Franklin Resources | 2.2k | $184k | 0% | Sep 2024 |
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FTB Advisors | 2.1k | $172k | 0% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 1.9k | $152k | -18% | Sep 2024 |
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Who sold out of Ishares Tr rus200 val idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 10k | $746k |
D. E. Shaw & Co | Jun 2024 | 7.4k | $554k |
Proficio Capital Partners | Jun 2024 | 6.1k | $453k |
Maripau Wealth Management | Jun 2024 | 5.3k | $397k |
Tower Research Capital | Mar 2024 | 5.2k | $398k |
New Republic Capital | Jun 2024 | 2.3k | $175k |