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

Arcadia Wealth Management, LLC

  • $203 Billion
  • Q1 2025

A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 16,512 shares of IWX stock, worth $1.34 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
16,512
Previous 16,551 0.24%
Holding current value
$1.34 Million
Previous $1.31 Billion 3.74%
% of portfolio
0.67%
Previous 0.66%

Shares

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

May 05, 2025
SELL
$78.54 - $84.86 $3,063 - $3,309
-39 Reduced 0.24%
16,512 $1.36 Billion
Q4 2024

Jan 23, 2025
SELL
$78.25 - $85.17 $63,382 - $68,987
-810 Reduced 4.67%
16,551 $1.31 Billion
Q3 2024

Nov 07, 2024
SELL
$74.49 - $81.27 $11,247 - $12,271
-151 Reduced 0.86%
17,361 $1.4 Billion
Q2 2024

Jul 26, 2024
SELL
$72.57 - $76.65 $6,241 - $6,591
-86 Reduced 0.49%
17,512 $1.31 Billion
Q1 2024

May 08, 2024
BUY
$69.24 - $76.32 $12,740 - $14,042
184 Added 1.06%
17,598 $1.34 Billion
Q4 2023

Jan 23, 2024
SELL
$62.27 - $70.35 $74,225 - $83,857
-1,192 Reduced 6.41%
17,414 $1.22 Billion
Q3 2023

Nov 14, 2023
SELL
$65.37 - $69.65 $64,585 - $68,814
-988 Reduced 5.04%
18,606 $1.22 Billion
Q2 2023

Aug 14, 2023
SELL
$64.02 - $67.44 $8.37 Million - $8.82 Million
-130,785 Reduced 86.97%
19,594 $1.32 Billion
Q1 2023

Apr 20, 2023
BUY
$62.44 - $68.0 $632,517 - $688,840
10,130 Added 7.22%
150,379 $9.79 Billion
Q4 2022

Feb 07, 2023
BUY
$58.03 - $67.72 $8.14 Million - $9.5 Million
140,249 New
140,249 $9.11 Billion

Others Institutions Holding IWX

# of Institutions
234
Shares Held
49.5M
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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