Kingdom Financial Group Llc. Ishares Tr Russell 200 Value E Transaction History

Kingdom Financial Group Llc.

$146 Billion
Q4 2024

A detailed history of Kingdom Financial Group Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Kingdom Financial Group Llc. holds 162,891 shares of IWX stock, worth $13.6 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares

162,891

Previous 167,816 2.93%

Holding current value

$13.6 Million

Previous $13.6 Billion 5.61%

% of portfolio

8.8%

Previous 10.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$78.25 - $85.17 $385,381 - $419,462	-4,925 Reduced 2.93%	162,891 $12.9 Billion
Q3 2024 Nov 12, 2024	SELL	$74.49 - $81.27 $64,955 - $70,867	-872 Reduced 0.52%	167,816 $13.6 Billion
Q2 2024 Aug 06, 2024	BUY	$72.57 - $76.65 $1.11 Million - $1.17 Million	15,304 Added 9.98%	168,688 $12.6 Billion
Q1 2024 May 15, 2024	BUY	$69.24 - $76.32 $3.81 Million - $4.2 Million	54,999 Added 55.9%	153,384 $11.7 Billion
Q4 2023 Jan 17, 2024	SELL	$62.27 - $70.35 $228,032 - $257,621	-3,662 Reduced 3.59%	98,385 $6.9 Billion
Q3 2023 Oct 16, 2023	SELL	$65.37 - $69.65 $53,145 - $56,625	-813 Reduced 0.79%	102,047 $6.67 Billion
Q2 2023 Jul 31, 2023	BUY	$64.02 - $67.44 $6.59 Million - $6.94 Million	102,860 New	102,860 $6.94 Billion

Others Institutions Holding IWX

# of Institutions

195

Shares Held

41.3M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Kingdom Financial Group Llc. Ishares Tr Russell 200 Value E Transaction History