Creative One Wealth, LLC Ishares Tr Russell 200 Value E Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Creative One Wealth, LLC holds 3,232 shares of IWX stock, worth $286,032. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,232
Previous 5,294 38.95%
Holding current value
$286,032
Previous $435,000 37.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2025
SELL
$73.26 - $84.19 $151,062 - $173,599
-2,062 Reduced 38.95%
3,232 $272,000
Q1 2025

May 14, 2025
BUY
$78.54 - $84.86 $158,886 - $171,671
2,023 Added 61.85%
5,294 $435,000
Q4 2024

Feb 13, 2025
SELL
$78.25 - $85.17 $180,444 - $196,402
-2,306 Reduced 41.35%
3,271 $258,000
Q3 2024

Nov 13, 2024
BUY
$74.49 - $81.27 $415,430 - $453,242
5,577 New
5,577 $453,000
Q1 2024

May 14, 2024
BUY
$69.24 - $76.32 $340,245 - $375,036
4,914 New
4,914 $375,000
Q2 2023

Aug 16, 2023
BUY
$64.02 - $67.44 $19,654 - $20,704
307 Added 5.25%
6,156 $415,000
Q2 2023

Aug 14, 2023
SELL
$64.02 - $67.44 $159,345 - $167,858
-2,489 Reduced 29.85%
5,849 $394,000
Q1 2023

May 15, 2023
BUY
$62.44 - $68.0 $172,396 - $187,748
2,761 Added 49.51%
8,338 $543,000
Q4 2022

Feb 14, 2023
BUY
$58.03 - $67.72 $53,619 - $62,573
924 Added 19.86%
5,577 $362,000
Q3 2022

Nov 14, 2022
SELL
$57.71 - $67.79 $237,707 - $279,227
-4,119 Reduced 46.96%
4,653 $269,000
Q2 2022

Aug 12, 2022
BUY
$59.87 - $70.62 $30,354 - $35,804
507 Added 6.13%
8,772 $542,000
Q1 2022

May 13, 2022
BUY
$66.32 - $71.56 $6,433 - $6,941
97 Added 1.19%
8,265 $576,000
Q4 2021

Feb 15, 2022
BUY
$65.77 - $70.18 $49,722 - $53,056
756 Added 10.2%
8,168 $572,000
Q3 2021

Nov 16, 2021
BUY
$65.07 - $68.62 $482,298 - $508,611
7,412 New
7,412 $487,000
Q4 2019

Feb 13, 2020
SELL
$52.98 - $58.68 $233,006 - $258,074
-4,398 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$51.81 - $55.72 $227,860 - $245,056
4,398 New
4,398 $241,000

Others Institutions Holding IWX

# of Institutions
225
Shares Held
46.4M
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 Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email