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 $515,720. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,029
Holding current value
$515,720
% 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
49.5M
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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email