Arkadios Wealth Advisors Ishares Tr Russell 200 Value E Transaction History

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Arkadios Wealth Advisors holds 6,000 shares of IWX stock, worth $488,340. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,000
Previous 5,814 3.2%
Holding current value
$488,340
Previous $459,000 7.41%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 08, 2025
BUY
$78.54 - $84.86 $14,608 - $15,783
186 Added 3.2%
6,000 $493,000
Q4 2023

Jan 24, 2024
BUY
$62.27 - $70.35 $362,037 - $409,014
5,814 New
5,814 $407,000
Q4 2021

Feb 03, 2022
SELL
$65.77 - $70.18 $71,031 - $75,794
-1,080 Closed
0 $0
Q3 2021

Oct 19, 2021
BUY
$65.07 - $68.62 $390 - $411
6 Added 0.56%
1,080 $70,000
Q2 2021

Jul 28, 2021
BUY
$64.11 - $67.99 $256 - $271
4 Added 0.37%
1,074 $71,000
Q1 2021

Apr 26, 2021
BUY
$57.19 - $63.99 $61,193 - $68,469
1,070 New
1,070 $68,000

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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