A detailed history of Capital Analysts, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 14,723 shares of IWL stock, worth $1.97 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,723
Previous 12,796 15.06%
Holding current value
$1.97 Million
Previous $1.47 Million 27.09%
% of portfolio
0.09%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$113.2 - $127.12 $218,136 - $244,960
1,927 Added 15.06%
14,723 $1.87 Million
Q4 2023

Jan 30, 2024

SELL
$99.76 - $115.49 $1,496 - $1,732
-15 Reduced 0.12%
12,796 $1.47 Million
Q3 2023

Nov 13, 2023

SELL
$103.05 - $110.14 $162,097 - $173,250
-1,573 Reduced 10.94%
12,811 $1.32 Million
Q2 2023

Aug 11, 2023

BUY
$96.37 - $106.64 $196,594 - $217,545
2,040 Added 16.53%
14,384 $1.53 Million
Q1 2023

May 05, 2023

BUY
$89.07 - $98.04 $82,924 - $91,275
931 Added 8.16%
12,344 $1.2 Million
Q4 2022

Feb 08, 2023

SELL
$88.08 - $96.02 $19,201 - $20,932
-218 Reduced 1.87%
11,413 $1.03 Million
Q3 2022

Nov 14, 2022

BUY
N/A
167 Added 1.46%
11,631 $987,000
Q2 2022

Aug 12, 2022

SELL
N/A
-389 Reduced 3.28%
11,464 $1.03 Million
Q1 2022

May 12, 2022

SELL
N/A
-118 Reduced 0.99%
11,853 $1.28 Million
Q4 2021

Feb 10, 2022

BUY
N/A
327 Added 2.81%
11,971 $1.36 Million
Q3 2021

Nov 04, 2021

SELL
N/A
-1,415 Reduced 10.84%
11,644 $1.2 Million
Q2 2021

Nov 15, 2021

SELL
N/A
-106 Reduced 0.81%
13,059 $1.34 Million
Q2 2021

Aug 05, 2021

SELL
N/A
-2,456 Reduced 15.72%
13,165 $1.35 Million
Q1 2021

May 17, 2021

BUY
N/A
15,621 New
15,621 $1.48 Million

Others Institutions Holding IWL

About ISHARES TR RUSSELL 200 ETF


  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Capital Analysts, LLC Portfolio

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

News

Stay updated on Capital Analysts, LLC with notifications on news.