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

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,830 shares of IWX stock, worth $163,254. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,830
Previous 680 169.12%
Holding current value
$163,254
Previous $55.9 Million 175.7%
% of portfolio
0.12%
Previous 0.05%

Shares

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

Jul 18, 2025
BUY
$73.26 - $84.19 $84,249 - $96,818
1,150 Added 169.12%
1,830 $154 Million
Q4 2024

Feb 03, 2025
BUY
$78.25 - $85.17 $53,210 - $57,915
680 New
680 $53.7 Million

Others Institutions Holding IWX

# of Institutions
237
Shares Held
45.2M
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
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