Alta Wealth Advisors LLC Ishares Tr Russell 200 Value E Transaction History

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,532 shares of IWX stock, worth $201,167. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,532
Previous 2,996 15.49%
Holding current value
$201,167
Previous $236,000 11.86%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$78.54 - $84.86 $36,442 - $39,375
-464 Reduced 15.49%
2,532 $208,000
Q4 2024

Jan 23, 2025
BUY
$78.25 - $85.17 $234,437 - $255,169
2,996 New
2,996 $236,000

Others Institutions Holding IWX

# of Institutions
215
Shares Held
46.5M
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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