Centerpoint Advisory Group Ishares Tr Russell 200 Value E Transaction History

Centerpoint Advisory Group

  • $115 Billion
  • Q2 2025

A detailed history of Centerpoint Advisory Group transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Centerpoint Advisory Group holds 10,384 shares of IWX stock, worth $871,736. This represents 0.76% of its overall portfolio holdings.

Number of Shares
10,384
Previous 8,205 26.56%
Holding current value
$871,736
Previous $674 Million 29.65%
% of portfolio
0.76%
Previous 0.66%

Shares

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

Aug 06, 2025
BUY
$73.26 - $84.19 $159,633 - $183,450
2,179 Added 26.56%
10,384 $874 Million
Q1 2025

Apr 22, 2025
BUY
$78.54 - $84.86 $644,420 - $696,276
8,205 New
8,205 $674 Million

Others Institutions Holding IWX

# of Institutions
223
Shares Held
48.2M
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 Centerpoint Advisory Group Portfolio

Follow Centerpoint Advisory Group 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 Centerpoint Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email