Family Wealth Group, LLC Ishares Tr Russell 200 Value E Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 30,855 shares of IWX stock, worth $2.58 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
30,855
Previous 31,318 1.48%
Holding current value
$2.58 Million
Previous $2.34 Million 7.0%
% of portfolio
2.7%
Previous 2.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$74.49 - $81.27 $34,488 - $37,628
-463 Reduced 1.48%
30,855 $2.51 Million
Q2 2024

Aug 14, 2024
SELL
$72.57 - $76.65 $45,356 - $47,906
-625 Reduced 1.96%
31,318 $2.34 Million
Q1 2024

Aug 14, 2024
SELL
$69.24 - $76.32 $94,858 - $104,558
-1,370 Reduced 4.11%
31,943 $2.44 Million
Q4 2023

Feb 14, 2024
BUY
$62.27 - $70.35 $2.07 Million - $2.34 Million
33,313 New
33,313 $2.34 Million

Others Institutions Holding IWX

# of Institutions
195
Shares Held
41.3M
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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