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

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

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 4,499 shares of IWX stock, worth $374,451. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,499

Previous 3,987 12.84%

Holding current value

$374,451

Previous $324 Million 9.75%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

198

Shares Held

51M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

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