Affinity Capital Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Affinity Capital Advisors, LLC

  • $515 Million
  • Q3 2024

A detailed history of Affinity Capital Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 3,122 shares of IWX stock, worth $262,966. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,122
Previous 3,302 5.45%
Holding current value
$262,966
Previous $247,000 2.43%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 07, 2024
SELL
$74.49 - $81.27 $13,408 - $14,628
-180 Reduced 5.45%
3,122 $253,000
Q2 2024

Aug 13, 2024
BUY
$72.57 - $76.65 $41,074 - $43,383
566 Added 20.69%
3,302 $247,000
Q1 2024

Apr 12, 2024
BUY
$69.24 - $76.32 $189,440 - $208,811
2,736 New
2,736 $208,000

Others Institutions Holding IWX

# of Institutions
195
Shares Held
51.7M
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
Track This Portfolio

Track Affinity Capital Advisors, LLC Portfolio

Follow Affinity Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinity Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email