Lloyd Advisory Services, Llc. Ishares Tr Russell 200 Value E Transaction History

Lloyd Advisory Services, Llc.

  • $85.5 Million
  • Q3 2025

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 8,703 shares of IWX stock, worth $776,394. This represents 0.89% of its overall portfolio holdings.

Number of Shares
8,703
Previous 8,859 1.76%
Holding current value
$776,394
Previous $745,000 2.55%
% of portfolio
0.89%
Previous 0.72%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$83.04 - $87.88 $12,954 - $13,709
-156 Reduced 1.76%
8,703 $764,000
Q2 2025

Jul 16, 2025
BUY
$73.26 - $84.19 $4,981 - $5,724
68 Added 0.77%
8,859 $745,000
Q1 2025

Apr 14, 2025
SELL
$78.54 - $84.86 $8,168 - $8,825
-104 Reduced 1.17%
8,791 $714,000
Q4 2024

Feb 03, 2025
BUY
$78.25 - $85.17 $8,138 - $8,857
104 Added 1.18%
8,895 $702,000
Q3 2024

Oct 10, 2024
BUY
$74.49 - $81.27 $3,724 - $4,063
50 Added 0.57%
8,791 $714,000
Q2 2024

Aug 05, 2024
BUY
$72.57 - $76.65 $634,334 - $669,997
8,741 New
8,741 $654,000
Q4 2023

Feb 13, 2024
BUY
$62.27 - $70.35 $485,207 - $548,167
7,792 New
7,792 $546,000
Q2 2022

Aug 15, 2022
SELL
$59.87 - $70.62 $124,828 - $147,242
-2,085 Reduced 23.76%
6,690 $414,000
Q1 2022

May 02, 2022
SELL
$66.32 - $71.56 $30,241 - $32,631
-456 Reduced 4.94%
8,775 $611,000
Q4 2021

Jan 26, 2022
SELL
$65.77 - $70.18 $10,917 - $11,649
-166 Reduced 1.77%
9,231 $647,000
Q3 2021

Oct 21, 2021
SELL
$65.07 - $68.62 $54,528 - $57,503
-838 Reduced 8.19%
9,397 $617,000
Q2 2021

Aug 09, 2021
SELL
$64.11 - $67.99 $7,629 - $8,090
-119 Reduced 1.15%
10,235 $680,000
Q1 2021

May 04, 2021
BUY
$57.19 - $63.99 $4,632 - $5,183
81 Added 0.79%
10,354 $659,000
Q4 2020

Feb 04, 2021
SELL
$49.56 - $57.92 $11,299 - $13,205
-228 Reduced 2.17%
10,273 $595,000
Q3 2020

Oct 28, 2020
BUY
$48.54 - $53.66 $29,221 - $32,303
602 Added 6.08%
10,501 $536,000
Q2 2020

Aug 07, 2020
BUY
$42.08 - $54.12 $12,539 - $16,127
298 Added 3.1%
9,899 $483,000
Q1 2020

Jun 03, 2020
BUY
$38.08 - $59.28 $108,299 - $168,592
2,844 Added 42.09%
9,601 $423,000
Q4 2019

Feb 12, 2020
BUY
$52.98 - $58.68 $357,985 - $396,500
6,757 New
6,757 $395,000

Others Institutions Holding IWX

# of Institutions
237
Shares Held
45.2M
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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