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 $2.4 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
28,360
Previous 28,988 2.17%
Holding current value
$2.4 Million
Previous $2.38 Million 0.21%
% of portfolio
2.47%
Previous 3.75%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
225
Shares Held
47.8M
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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