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

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 546 shares of IWX stock, worth $46,158. This represents 0.05% of its overall portfolio holdings.

Number of Shares
546
Previous 730 25.21%
Holding current value
$46,158
Previous $57.7 Million 22.22%
% of portfolio
0.05%
Previous 0.1%

Shares

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

May 02, 2025
SELL
$78.54 - $84.86 $14,451 - $15,614
-184 Reduced 25.21%
546 $44.9 Million
Q4 2024

Feb 26, 2025
BUY
$78.25 - $85.17 $57,122 - $62,174
730 New
730 $57.7 Million

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
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