Free Trial
→ The Crypto That’s Making Wall Street Sweat (From Crypto 101 Media) (Ad) Free IWX Stock Alerts

iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$80.21
-0.28 (-0.35%)
(As of 11/4/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Value ETF (NYSEARCA:IWX)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$811.90M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$193.33M
Get IWX Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell Top 200 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IWX Institutional Buying and Selling by Quarter

iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Colonial River Investments LLC20,199$1.64M0.8%N/A0.070%
11/4/2024Axxcess Wealth Management LLC20,114$1.64M0.0%N/A0.070%
11/4/2024Sigma Planning Corp3,856$313K0.0%N/A0.013%
11/1/2024 Atria Investments Inc7,916$643K0.0%N/A0.027%
11/1/2024 Pegasus Partners Ltd.859,955$69.89M6.5%+11.5%2.981%
10/30/2024 Centennial Wealth Advisory LLC80,757$6.56M2.6%N/A0.280%
10/30/2024 First Citizens Asset Management Inc.526,187$42.76M15.2%-2.5%1.824%
10/30/2024 Global Wealth Management Investment Advisory Inc.26,607$2.16M0.5%-1.5%0.092%
10/30/2024 QRG Capital Management Inc.2,511$204K0.0%N/A0.009%
10/28/2024 Principal Securities Inc.346,962$28.20M0.7%N/A1.203%
10/28/2024 US Bancorp DE8,154$663K0.0%+820.3%0.028%
10/25/2024 Fidelis Capital Partners LLC11,278$926K0.1%N/A0.039%
10/24/2024 FSA Advisors Inc.3,901$292K0.3%+14.1%0.014%
10/23/2024 Country Club Bank21,058$1.71M0.1%-2.7%0.073%
10/22/2024 International Assets Investment Management LLC48,031$3.90M0.0%+7,111.9%0.166%
10/22/2024 Private Advisor Group LLC19,351$1.57M0.0%N/A0.067%
10/22/2024 Leo Wealth LLC3,987$324K0.0%-17.1%0.014%
10/21/2024 Foundations Investment Advisors LLC23,371$1.90M0.0%+36.2%0.081%
10/21/2024 Horst & Graben Wealth Management LLC125,626$10.21M1.8%-19.5%0.435%
10/19/2024New Century Financial Group LLC12,657$1.03M0.4%N/A0.044%
10/18/2024Raymond James & Associates63,767$5.18M0.0%-0.5%0.221%
10/18/2024First Citizens Bank & Trust Co.6,314,185$513.15M7.8%-5.1%21.886%
10/16/2024 One Wealth Advisors LLC5,394$438K0.1%-3.4%0.019%
10/16/2024 B.O.S.S. Retirement Advisors LLC7,764$631K0.1%+98.9%0.027%
10/16/2024 McKinley Carter Wealth Services Inc.13,697$1.11M0.1%-4.5%0.047%
10/10/2024 Concourse Financial Group Securities Inc.433$35K0.0%+56.3%0.002%
10/10/2024 Compton Wealth Advisory Group LLC239,920$19.50M4.9%-4.8%0.832%
10/10/2024 Lion Street Advisors LLC3,568$290K0.1%N/A0.012%
10/10/2024 Simplicity Wealth LLC97,649$7.94M0.7%-2.3%0.338%
10/9/2024 Kelly Financial Services LLC22,436$1.82M0.7%N/A0.078%
10/9/2024 Clarus Wealth Advisors6,532$528K0.3%-2.7%0.023%
10/8/2024 Atomi Financial Group Inc.7,863$639K0.0%N/A0.027%
10/8/2024 Affinity Capital Advisors LLC3,122$254K0.0%-5.5%0.011%
10/3/2024 Park Avenue Securities LLC42,950$3.49M0.0%N/A0.149%
9/5/2024Sanctuary Advisors LLC109,396$8.11M0.1%N/A0.379%
8/22/2024Cetera Investment Advisers66,925$5.01M0.0%-4.1%0.232%
8/21/2024Truist Financial Corp414,252$30.99M0.0%-5.2%1.436%
8/16/2024Northwestern Mutual Wealth Management Co.21,367$1.60M0.0%-9.6%0.074%
8/16/2024NewEdge Advisors LLC160,634$12.02M0.1%+3.2%0.557%
8/16/2024Susquehanna International Group LLP74,158$5.55M0.0%+20.5%0.257%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
8/15/2024AQR Capital Management LLC3,768$282K0.0%N/A0.013%
8/15/2024 Affinity Capital Advisors LLC3,302$247K0.1%+20.7%0.011%
8/14/20241832 Asset Management L.P.5,353$401K0.0%+131.9%0.019%
8/13/2024AE Wealth Management LLC952,600$71.27M0.7%+4.2%3.302%
8/9/2024Renaissance Technologies LLC8,500$636K0.0%-55.7%0.029%
8/9/2024Spectrum Wealth Counsel LLC848$63K0.0%N/A0.003%
8/8/2024Oppenheimer & Co. Inc.36,284$2.72M0.0%+2.9%0.126%
8/7/2024Kingdom Financial Group LLC.168,688$12.62M8.5%+10.0%0.585%
8/6/2024 Ausdal Financial Partners Inc.21,586$1.62M0.2%-6.6%0.075%
8/6/2024SVB Wealth LLC579,194$43.34M1.1%+20.2%2.008%
8/6/2024 Lloyd Advisory Services LLC.8,741$654K0.3%N/A0.030%
8/3/20249258 Wealth Management LLC194,937$14.59M2.2%-6.2%0.676%
8/2/2024 Foundations Investment Advisors LLC17,156$1.28M0.0%-27.0%0.059%
8/1/2024TIAA Trust National Association10,333,642$773.16M2.4%+9.1%35.819%
8/1/2024 Family Asset Management LLC871$65K0.0%N/A0.003%
7/31/2024Commonwealth Equity Services LLC222,284$16.63M0.0%+1.7%0.770%
7/30/2024 Bryn Mawr Capital Management LLC138,582$10.38M0.6%+11.9%0.480%
7/30/2024 International Assets Investment Management LLC666$50K0.0%N/A0.002%
7/30/2024 Signaturefd LLC366$27K0.0%N/A0.001%
7/23/2024 Horst & Graben Wealth Management LLC156,008$11.67M2.2%-6.7%0.541%
7/22/2024 Oak Harvest Investment Services4,657$348K0.1%-4.3%0.016%
7/20/2024First Citizens Bank & Trust Co.6,651,811$497.69M7.9%0.0%23.057%
7/20/2024First Horizon Advisors Inc.2,113$158K0.0%-19.5%0.007%
7/19/2024Raymond James & Associates64,100$4.80M0.0%+5.5%0.222%
7/18/2024 Triad Wealth Partners LLC501$37K0.0%N/A0.002%
7/17/2024 SOA Wealth Advisors LLC.44,834$3.36M0.7%-20.2%0.155%
7/17/2024 Country Club Bank21,653$1.62M0.1%+43.5%0.075%
7/16/2024 Envestnet Portfolio Solutions Inc.7,090,687$530.53M1.9%-0.1%24.578%
7/16/2024 Mason & Associates LLC3,662$274K0.1%N/A0.013%
7/12/2024 Compton Wealth Advisory Group LLC252,047$18.86M5.0%+0.4%0.874%
7/11/2024 Clarus Wealth Advisors6,710$507K0.3%-8.8%0.023%
7/11/2024 WBH Advisory Inc.4,604$344K0.0%-6.1%0.016%
7/10/2024 Simplicity Wealth LLC99,953$7.48M0.2%-44.8%0.346%
5/24/2024Cetera Investment Advisers69,815$5.33M0.0%N/A0.242%
5/21/2024 Atria Investments Inc22,254$1.70M0.0%-18.4%0.077%
5/17/2024 First Citizens Asset Management Inc.714,841$54.56M15.8%+3.2%2.478%
5/17/2024Pineridge Advisors LLC4,749$362K0.1%-37.3%0.016%
5/17/2024 Creekmur Asset Management LLC460$35K0.0%-72.6%0.002%
5/15/2024SVB Wealth LLC481,791$36.77M0.8%+96.2%1.670%
5/14/2024CreativeOne Wealth LLC4,914$375K0.0%N/A0.017%
5/11/2024 Beaumont Financial Advisors LLC5,442$415K0.0%N/A0.019%
5/10/2024TIAA Trust National Association9,472,944$722.98M2.2%+5.9%33.712%
5/9/2024 Leo Wealth LLC4,685$357K0.0%-5.3%0.017%
5/7/2024Oppenheimer & Co. Inc.35,257$2.69M0.0%+1.3%0.125%
5/6/2024 Envestnet Portfolio Solutions Inc.7,098,465$541.76M2.0%+16.1%25.261%
5/4/20249258 Wealth Management LLC207,862$15.86M2.5%+2.6%0.740%
5/4/2024Csenge Advisory Group53,071$4.05M0.2%-11.4%0.189%
5/3/2024 Proficio Capital Partners LLC8,396$641K0.1%-2.0%0.030%
5/2/2024 Bryn Mawr Capital Management LLC123,879$9.47M0.5%+40.6%0.441%
4/29/2024Commonwealth Equity Services LLC218,547$16.68M0.0%-4.4%0.778%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
4/26/2024 McKinley Carter Wealth Services Inc.16,553$1.26M0.1%-3.6%0.059%
4/25/2024 Cambridge Investment Research Advisors Inc.41,065$3.13M0.0%+21.1%0.146%
4/24/2024 Pegasus Partners Ltd.683,977$52.20M5.5%+7.4%2.434%
4/24/2024 Simplicity Wealth LLC181,157$13.83M0.3%+8.1%0.645%
4/23/2024 Mason & Associates Inc8,541$652K0.2%-46.6%0.030%
4/23/2024Fifth Third Bancorp8,030$613K0.0%-30.0%0.029%
4/23/2024Raymond James Financial Services Advisors Inc.37,389$2.85M0.0%+19.7%0.133%
4/22/2024 Horst & Graben Wealth Management LLC167,249$12.76M2.6%-16.6%0.595%
4/22/2024Raymond James & Associates60,747$4.64M0.0%+5.2%0.216%
4/22/2024MBL Wealth LLC8,400$641K0.1%-7.7%0.030%
(Data available from 1/1/2016 forward)

IWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWX shares?

During the previous two years, 143 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($773.16M), TIAA FSB ($547.66M), Envestnet Portfolio Solutions Inc. ($530.53M), First Citizens Bank & Trust Co. ($513.15M), Envestnet Asset Management Inc. ($495.14M), AE Wealth Management LLC ($71.27M), and Pegasus Partners Ltd. ($69.89M).Learn more on IWX's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 Value ETF stock?

Of the 120 institutional investors that purchased iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($10.41M), Envestnet Portfolio Solutions Inc. ($7.72M), Envestnet Asset Management Inc. ($2.92M), First Citizens Bank & Trust Co. ($1.58M), TIAA FSB ($756.97K), First Citizens Asset Management Inc. ($585.03K), and SVB Wealth LLC ($579.19K).

How much institutional buying is happening at iShares Russell Top 200 Value ETF?

Institutional investors have bought a total of 27,919,517 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

Which iShares Russell Top 200 Value ETF major shareholders have been selling company stock?

Of the 75 institutional investors that sold iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($1.76M), Envestnet Asset Management Inc. ($1.54M), Envestnet Portfolio Solutions Inc. ($625.63K), Mason & Associates Inc ($374.28K), TIAA FSB ($200.90K), AE Wealth Management LLC ($173.11K), and Horst & Graben Wealth Management LLC ($135.13K).

How much institutional selling is happening at iShares Russell Top 200 Value ETF?

Institutional investors have sold a total of 5,649,408 shares in the last 24 months. This volume of shares sold represents approximately $377.88M in transactions.


Related Companies

This page (NYSEARCA:IWX) was last updated on 11/4/2024 by MarketBeat.com Staff
From Our Partners
2 sentences that change everything you THOUGHT you knew about trading
If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfas...
Investing Daily | Sponsored
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
[Urgent] Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it a...
Paradigm Press | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
A Totally New ‘Income Coin’
Buckle up… Because this might shatter everything you thought you knew about "income trading." In fact, i...
Crypto 101 Media | Sponsored