9258 Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 194,222 shares of IWX stock, worth $15.4 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
194,222
Previous 194,937 0.37%
Holding current value
$15.4 Million
Previous $14.6 Million 8.22%
% of portfolio
2.38%
Previous 2.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$74.49 - $81.27 $53,260 - $58,108
-715 Reduced 0.37%
194,222 $15.8 Million
Q2 2024

Aug 02, 2024
SELL
$72.57 - $76.65 $937,967 - $990,701
-12,925 Reduced 6.22%
194,937 $14.6 Million
Q1 2024

May 03, 2024
BUY
$69.24 - $76.32 $361,502 - $398,466
5,221 Added 2.58%
207,862 $15.9 Million
Q4 2023

Feb 06, 2024
BUY
$62.27 - $70.35 $960,763 - $1.09 Million
15,429 Added 8.24%
202,641 $14.2 Million
Q3 2023

Nov 08, 2023
BUY
$65.37 - $69.65 $1.07 Million - $1.14 Million
16,374 Added 9.58%
187,212 $12.2 Million
Q2 2023

Aug 08, 2023
BUY
$64.02 - $67.44 $5.02 Million - $5.29 Million
78,487 Added 84.99%
170,838 $11.5 Million
Q1 2023

May 03, 2023
BUY
$62.44 - $68.0 $349,476 - $380,596
5,597 Added 6.45%
92,351 $6.01 Million
Q4 2022

Feb 03, 2023
BUY
$58.03 - $67.72 $1.08 Million - $1.26 Million
18,572 Added 27.24%
86,754 $5.64 Million
Q3 2022

Nov 08, 2022
BUY
$57.71 - $67.79 $2.03 Million - $2.38 Million
35,137 Added 106.33%
68,182 $3.94 Million
Q2 2022

Aug 04, 2022
BUY
$59.87 - $70.62 $1.72 Million - $2.03 Million
28,759 Added 671.0%
33,045 $2.04 Million
Q1 2022

May 13, 2022
BUY
$66.32 - $71.56 $284,247 - $306,706
4,286 New
4,286 $299,000

Others Institutions Holding IWX

# of Institutions
198
Shares Held
51.6M
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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