Confluence Wealth Services, Inc. Ishares Tr Russell 200 Value E Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,029 shares of IWX stock, worth $527,416. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,029
Holding current value
$527,416
% of portfolio
0.03%

Shares

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

Jul 22, 2025
BUY
$73.26 - $84.19 $441,684 - $507,581
6,029 New
6,029 $507,000
Q1 2022

Apr 26, 2022
SELL
$66.32 - $71.56 $30,838 - $33,275
-465 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$65.77 - $70.18 $30,583 - $32,633
465 New
465 $32,000

Others Institutions Holding IWX

# of Institutions
231
Shares Held
46.2M
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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