A detailed history of Core Cap Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Core Cap Advisors, LLC holds 361 shares of IWX stock, worth $29,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
361
Previous 243 48.56%
Holding current value
$29,360
Previous $19,000 47.37%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$78.25 - $85.17 $9,233 - $10,050
118 Added 48.56%
361 $28,000
Q3 2024

Nov 08, 2024

BUY
$74.49 - $81.27 $18,101 - $19,748
243 New
243 $19,000

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
Track This Portfolio

Track Core Cap Advisors, LLC Portfolio

Follow Core Cap Advisors, LLC 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 Core Cap Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Cap Advisors, LLC with notifications on news.