A detailed history of Claro Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Claro Advisors LLC holds 8,388 shares of IWX stock, worth $741,666. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,388
Previous 5,147 62.97%
Holding current value
$741,666
Previous $422,000 67.3%
% of portfolio
0.12%
Previous 0.06%

Shares

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

Aug 05, 2025

BUY
$73.26 - $84.19 $237,435 - $272,859
3,241 Added 62.97%
8,388 $706,000
Q1 2025

May 12, 2025

BUY
$78.54 - $84.86 $404,245 - $436,774
5,147 New
5,147 $422,000

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
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