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

Aptus Capital Advisors, LLC

  • $11.2 Billion
  • Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 58 shares of IWX stock, worth $4,903. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 28 107.14%
Holding current value
$4,903
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
$73.26 - $84.19 $2,197 - $2,525
30 Added 107.14%
58 $4,000
Q1 2025

May 13, 2025
SELL
$78.54 - $84.86 $5,105 - $5,515
-65 Reduced 69.89%
28 $2,000
Q4 2024

Feb 14, 2025
BUY
$78.25 - $85.17 $7,277 - $7,920
93 New
93 $7,000

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
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email