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

Family Wealth Group, LLC

$96.6 Million
Q2 2025

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 28,360 shares of IWX stock, worth $2.48 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

28,360

Previous 28,988 2.17%

Holding current value

$2.48 Million

Previous $2.38 Million 0.21%

% of portfolio

2.47%

Previous 3.75%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$73.26 - $84.19 $46,007 - $52,871	-628 Reduced 2.17%	28,360 $2.39 Million
Q1 2025 May 14, 2025	SELL	$78.54 - $84.86 $153,467 - $165,816	-1,954 Reduced 6.32%	28,988 $2.38 Million
Q4 2024 May 14, 2025	BUY	$78.25 - $85.17 $18,232 - $19,844	233 Added 0.76%	30,942 $2.45 Million
Q3 2024 Apr 01, 2025	SELL	$74.49 - $81.27 $8,789 - $9,589	-118 Reduced 0.38%	30,709 $2.5 Million
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 Apr 01, 2025	SELL	$72.57 - $76.65 $149,711 - $158,128	-2,063 Reduced 6.27%	30,827 $2.31 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 Apr 01, 2025	BUY	$69.24 - $76.32 $12,809 - $14,119	185 Added 0.57%	32,890 $2.51 Billion
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 Apr 01, 2025	BUY	$62.27 - $70.35 $115,199 - $130,147	1,850 Added 6.0%	32,705 $2.29 Billion
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

224

Shares Held

46.3M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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