Gradient Investments LLC Ishares Tr Russell 200 Value E Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Gradient Investments LLC holds 439 shares of IWX stock, worth $32,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares
439
Previous 439 -0.0%
Holding current value
$32,841
Previous $30,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
SELL
$65.37 - $69.65 $22,160 - $23,611
-339 Reduced 43.57%
439 $28,000
Q1 2023

Apr 17, 2023
SELL
$62.44 - $68.0 $311,388 - $339,116
-4,987 Reduced 86.5%
778 $50,000
Q4 2022

Jan 10, 2023
BUY
$63.21 - $67.72 $307,327 - $329,254
4,862 Added 538.43%
5,765 $0
Q1 2022

May 26, 2022
SELL
$66.32 - $71.56 $44,368 - $47,873
-669 Reduced 42.56%
903 $63,000
Q4 2021

Jan 12, 2022
BUY
$65.77 - $70.18 $28,149 - $30,037
428 Added 37.41%
1,572 $110,000
Q3 2021

Oct 18, 2021
SELL
$65.07 - $68.62 $7,027 - $7,410
-108 Reduced 8.63%
1,144 $75,000
Q2 2021

Jul 12, 2021
BUY
$64.11 - $67.99 $21,733 - $23,048
339 Added 37.13%
1,252 $83,000
Q3 2020

Oct 06, 2020
BUY
$48.54 - $53.66 $16,940 - $18,727
349 Added 61.88%
913 $47,000
Q2 2020

Jul 10, 2020
SELL
$42.08 - $54.12 $2,398 - $3,084
-57 Reduced 9.18%
564 $28,000
Q1 2020

Apr 07, 2020
BUY
$38.08 - $59.28 $2,170 - $3,378
57 Added 10.11%
621 $27,000
Q4 2019

Jan 15, 2020
BUY
$52.98 - $58.68 $6,622 - $7,335
125 Added 28.47%
564 $33,000
Q3 2019

Oct 10, 2019
BUY
$51.81 - $55.72 $22,744 - $24,461
439 New
439 $24,000

Others Institutions Holding IWX

# of Institutions
149
Shares Held
40M
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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