Lpl Financial LLC Ishares Tr Russell 200 Value E Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Lpl Financial LLC holds 79,514 shares of IWX stock, worth $6.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79,514
Previous 624,829 87.27%
Holding current value
$6.9 Million
Previous $51.3 Million 86.96%
% of portfolio
0.0%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$73.26 - $84.19 $39.9 Million - $45.9 Million
-545,315 Reduced 87.27%
79,514 $6.69 Million
Q1 2025

May 07, 2025
BUY
$78.54 - $84.86 $42.7 Million - $46.2 Million
543,939 Added 672.44%
624,829 $51.3 Million
Q4 2024

Feb 11, 2025
SELL
$78.25 - $85.17 $28.2 Million - $30.7 Million
-360,613 Reduced 81.68%
80,890 $6.39 Million
Q3 2024

Nov 08, 2024
BUY
$74.49 - $81.27 $29 Million - $31.6 Million
389,188 Added 743.93%
441,503 $35.9 Million
Q2 2024

Aug 07, 2024
BUY
$72.57 - $76.65 $75,763 - $80,022
1,044 Added 2.04%
52,315 $3.91 Million
Q1 2024

May 10, 2024
SELL
$69.24 - $76.32 $42,444 - $46,784
-613 Reduced 1.18%
51,271 $3.91 Million
Q4 2023

Feb 14, 2024
SELL
$62.27 - $70.35 $205,428 - $232,084
-3,299 Reduced 5.98%
51,884 $3.64 Million
Q3 2023

Nov 13, 2023
BUY
$65.37 - $69.65 $184,997 - $197,109
2,830 Added 5.41%
55,183 $3.61 Million
Q2 2023

Jul 31, 2023
BUY
$64.02 - $67.44 $426,053 - $448,813
6,655 Added 14.56%
52,353 $3.53 Million
Q1 2023

May 10, 2023
SELL
$62.44 - $68.0 $238,021 - $259,216
-3,812 Reduced 7.7%
45,698 $2.97 Million
Q4 2022

Feb 07, 2023
BUY
$58.03 - $67.72 $179,022 - $208,916
3,085 Added 6.65%
49,510 $3.22 Million
Q3 2022

Nov 14, 2022
BUY
$57.71 - $67.79 $82,929 - $97,414
1,437 Added 3.19%
46,425 $2.68 Million
Q2 2022

Aug 12, 2022
BUY
$59.87 - $70.62 $647,793 - $764,108
10,820 Added 31.67%
44,988 $2.78 Million
Q1 2022

May 16, 2022
SELL
$66.32 - $71.56 $82,767 - $89,306
-1,248 Reduced 3.52%
34,168 $2.38 Million
Q4 2021

Feb 14, 2022
SELL
$65.77 - $70.18 $17,626 - $18,808
-268 Reduced 0.75%
35,416 $2.48 Million
Q3 2021

Nov 15, 2021
BUY
$65.07 - $68.62 $346,758 - $365,675
5,329 Added 17.56%
35,684 $2.34 Million
Q2 2021

Aug 13, 2021
BUY
$64.11 - $67.99 $400,238 - $424,461
6,243 Added 25.89%
30,355 $2.02 Million
Q1 2021

May 14, 2021
BUY
$57.19 - $63.99 $155,785 - $174,308
2,724 Added 12.74%
24,112 $1.54 Million
Q4 2020

Feb 12, 2021
SELL
$49.56 - $57.92 $99,566 - $116,361
-2,009 Reduced 8.59%
21,388 $1.24 Million
Q3 2020

Nov 09, 2020
SELL
$48.54 - $53.66 $162,269 - $179,385
-3,343 Reduced 12.5%
23,397 $1.2 Million
Q2 2020

Aug 13, 2020
SELL
$42.08 - $54.12 $113,279 - $145,691
-2,692 Reduced 9.15%
26,740 $1.31 Million
Q1 2020

May 14, 2020
SELL
$38.08 - $59.28 $3.97 Million - $6.17 Million
-104,146 Reduced 77.97%
29,432 $1.3 Million
Q4 2019

Feb 14, 2020
BUY
$52.98 - $58.68 $170,807 - $189,184
3,224 Added 2.47%
133,578 $7.82 Million
Q3 2019

Nov 13, 2019
BUY
$51.81 - $55.72 $185,738 - $199,756
3,585 Added 2.83%
130,354 $7.14 Million
Q2 2019

Aug 09, 2019
SELL
$50.99 - $54.59 $7.33 Million - $7.84 Million
-143,660 Reduced 53.12%
126,769 $6.85 Million
Q1 2019

May 08, 2019
BUY
$46.94 - $53.36 $6.8 Million - $7.73 Million
144,912 Added 115.45%
270,429 $14.2 Million
Q4 2018

Feb 07, 2019
SELL
$44.99 - $54.19 $726,993 - $875,656
-16,159 Reduced 11.41%
125,517 $6 Million
Q3 2018

Nov 14, 2018
BUY
$50.53 - $54.71 $500,095 - $541,464
9,897 Added 7.51%
141,676 $7.57 Million
Q2 2018

Aug 14, 2018
BUY
$49.32 - $52.18 $277,129 - $293,199
5,619 Added 4.45%
131,779 $6.71 Million
Q1 2018

May 15, 2018
BUY
$49.37 - $55.81 $48,629 - $54,972
985 Added 0.79%
126,160 $6.36 Million
Q4 2017

Feb 14, 2018
BUY
$49.81 - $52.69 $3.91 Million - $4.13 Million
78,404 Added 167.63%
125,175 $6.56 Million
Q3 2017

Nov 14, 2017
BUY
$49.82 - $49.96 $87,035 - $87,280
1,747 Added 3.88%
46,771 $2.34 Million
Q2 2017

Aug 14, 2017
BUY
N/A
45,024
45,024 $2.2 Million

Others Institutions Holding IWX

# of Institutions
226
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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