New Edge Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, New Edge Advisors, LLC holds 177,969 shares of IWX stock, worth $15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
177,969
Previous 180,592 1.45%
Holding current value
$15 Million
Previous $14.7 Million 4.17%
% of portfolio
0.09%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$78.25 - $85.17 $205,249 - $223,400
-2,623 Reduced 1.45%
177,969 $14.1 Million
Q3 2024

Nov 14, 2024
BUY
$74.49 - $81.27 $1.49 Million - $1.62 Million
19,958 Added 12.42%
180,592 $14.7 Million
Q2 2024

Aug 15, 2024
BUY
$72.57 - $76.65 $366,768 - $387,389
5,054 Added 3.25%
160,634 $12 Million
Q1 2024

May 14, 2024
SELL
$69.24 - $76.32 $3.37 Million - $3.72 Million
-48,712 Reduced 23.84%
155,580 $11.9 Million
Q4 2023

Feb 13, 2024
SELL
$62.27 - $70.35 $1.48 Million - $1.67 Million
-23,739 Reduced 10.41%
204,292 $14.3 Million
Q3 2023

Nov 14, 2023
BUY
$65.37 - $69.65 $3.96 Million - $4.22 Million
60,626 Added 36.22%
228,031 $14.9 Million
Q2 2023

Aug 14, 2023
SELL
$64.02 - $67.44 $1.44 Million - $1.52 Million
-22,557 Reduced 11.87%
167,405 $11.3 Million
Q1 2023

May 12, 2023
BUY
$62.44 - $68.0 $497,397 - $541,688
7,966 Added 4.38%
189,962 $12.4 Million
Q4 2022

Feb 14, 2023
BUY
$58.03 - $67.72 $9.26 Million - $10.8 Million
159,575 Added 711.72%
181,996 $11.8 Million
Q3 2022

Nov 14, 2022
BUY
$57.71 - $67.79 $1.02 Million - $1.2 Million
17,721 Added 377.04%
22,421 $1.29 Million
Q2 2022

Aug 09, 2022
BUY
$59.87 - $70.62 $281,389 - $331,914
4,700 New
4,700 $290,000
Q1 2022

May 13, 2022
SELL
$66.32 - $71.56 $241,670 - $260,764
-3,644 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
$65.77 - $70.18 $239,665 - $255,735
3,644 New
3,644 $255,000

Others Institutions Holding IWX

# of Institutions
194
Shares Held
41.3M
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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