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

Affinity Capital Advisors, LLC

  • $529 Million
  • Q4 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 3,314 shares of IWX stock, worth $275,194. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,314
Previous 3,122 6.15%
Holding current value
$275,194
Previous $253,000 3.16%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$78.25 - $85.17 $15,024 - $16,352
192 Added 6.15%
3,314 $261,000
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
196
Shares Held
51.1M
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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