Cibc Private Wealth Group, LLC Ishares Tr Russell 200 Value E Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 15,748 shares of IWX stock, worth $1.33 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,748

Previous 11,183 40.82%

Holding current value

$1.33 Million

Previous $883,000 46.55%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$78.54 - $84.86 $358,535 - $387,385	4,565 Added 40.82%	15,748 $1.29 Million
Q4 2024 Feb 12, 2025	BUY	$78.25 - $85.17 $147,266 - $160,289	1,882 Added 20.23%	11,183 $883,000
Q3 2024 Nov 13, 2024	SELL	$74.49 - $81.27 $13,706 - $14,953	-184 Reduced 1.94%	9,301 $755,000
Q2 2024 Aug 09, 2024	BUY	$72.57 - $76.65 $688,326 - $727,025	9,485 New	9,485 $709,000

Others Institutions Holding IWX

# of Institutions

223

Shares Held

47.9M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
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Cibc Private Wealth Group, LLC Ishares Tr Russell 200 Value E Transaction History