Mbl Wealth, LLC Ishares Tr Russell 200 Value E Transaction History

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Mbl Wealth, LLC holds 6,500 shares of IWX stock, worth $549,510. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,500
Previous 8,000 18.75%
Holding current value
$549,510
Previous $657,000 16.74%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$73.26 - $84.19 $109,890 - $126,285
-1,500 Reduced 18.75%
6,500 $547,000
Q1 2025

May 21, 2025
SELL
$78.54 - $84.86 $31,416 - $33,944
-400 Reduced 4.76%
8,000 $657,000
Q1 2024

Apr 22, 2024
SELL
$69.24 - $76.32 $48,468 - $53,423
-700 Reduced 7.69%
8,400 $641,000
Q4 2023

Jan 18, 2024
SELL
$62.27 - $70.35 $7,472 - $8,442
-120 Reduced 1.3%
9,100 $638,000
Q3 2023

Oct 11, 2023
BUY
$65.37 - $69.65 $7,844 - $8,358
120 Added 1.32%
9,220 $602,000
Q2 2023

Jul 17, 2023
BUY
$64.02 - $67.44 $582,582 - $613,704
9,100 New
9,100 $613,000

Others Institutions Holding IWX

# of Institutions
225
Shares Held
47.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

IWX Quotes by TradingView
  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
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