Oliver Lagore Vanvalin Investment Group Ishares Tr Russell 200 Value E Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,425 shares of IWX stock, worth $113,216. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,425

Previous 1,864 23.55%

Holding current value

$113,216

Previous $151,000 25.83%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 01, 2025	SELL	$78.25 - $85.17 $34,351 - $37,389	-439 Reduced 23.55%	1,425 $112,000
Q3 2024 Nov 04, 2024	SELL	$74.49 - $81.27 $31,211 - $34,052	-419 Reduced 18.35%	1,864 $151,000
Q2 2024 Aug 15, 2024	SELL	$72.57 - $76.65 $943 - $996	-13 Reduced 0.57%	2,283 $170,000
Q1 2024 May 15, 2024	SELL	$69.24 - $76.32 $99,082 - $109,213	-1,431 Reduced 38.4%	2,296 $175,000
Q4 2023 Jan 31, 2024	SELL	$62.27 - $70.35 $417,769 - $471,978	-6,709 Reduced 64.29%	3,727 $261,000
Q3 2023 Nov 09, 2023	SELL	$65.37 - $69.65 $1.41 Million - $1.5 Million	-21,497 Reduced 67.32%	10,436 $682,000
Q2 2023 Aug 08, 2023	BUY	$64.02 - $67.44 $2.04 Million - $2.15 Million	31,933 New	31,933 $2.15 Million

Others Institutions Holding IWX

# of Institutions

213

Shares Held

46.3M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
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Oliver Lagore Vanvalin Investment Group Ishares Tr Russell 200 Value E Transaction History