Leo Wealth, LLC Ishares Tr Russell 200 Value E Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 3,534 shares of IWX stock, worth $298,764. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,534

Holding current value

$298,764

% of portfolio

0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$73.26 - $84.19 $258,900 - $297,527	3,534 New	3,534 $298 Million
Q4 2024 Jan 27, 2025	BUY	$78.25 - $85.17 $40,064 - $43,607	512 Added 12.84%	4,499 $356 Million
Q3 2024 Oct 21, 2024	SELL	$74.49 - $81.27 $61,081 - $66,641	-820 Reduced 17.06%	3,987 $324 Million
Q2 2024 Jul 17, 2024	BUY	$72.57 - $76.65 $8,853 - $9,351	122 Added 2.6%	4,807 $358 Million
Q1 2024 May 09, 2024	SELL	$69.24 - $76.32 $18,071 - $19,919	-261 Reduced 5.28%	4,685 $357 Million
Q4 2023 Mar 14, 2024	BUY	$62.27 - $70.35 $307,987 - $347,951	4,946 New	4,946 $365 Million

Others Institutions Holding IWX

# of Institutions

224

Shares Held

47.7M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

12.6M
Shares

$1.07 Billion
2.79% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$687 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.57M
Shares

$555 Million
2.27% of portfolio
First Citizens Bank & Trust CO

6.21M
Shares

$525 Million
8.06% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

1.25M
Shares

$106 Million
0.77% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
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