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 4,685 shares of IWX stock, worth $350,672. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,685
Previous 4,946 5.28%
Holding current value
$350,672
Previous $365 Million 2.18%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.