One Wealth Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, One Wealth Advisors, LLC holds 5,394 shares of IWX stock, worth $429,686. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,394
Previous 5,586 3.44%
Holding current value
$429,686
Previous $417,000 5.04%
% of portfolio
0.07%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$74.49 - $81.27 $14,302 - $15,603
-192 Reduced 3.44%
5,394 $438,000
Q2 2024

Aug 13, 2024
SELL
$72.57 - $76.65 $46,299 - $48,902
-638 Reduced 10.25%
5,586 $417,000
Q4 2023

Feb 13, 2024
SELL
$62.27 - $70.35 $5,728 - $6,472
-92 Reduced 1.46%
6,224 $436,000
Q3 2023

Nov 01, 2023
SELL
$65.37 - $69.65 $1,568 - $1,671
-24 Reduced 0.38%
6,316 $412,000
Q2 2023

Aug 14, 2023
SELL
$64.02 - $67.44 $19,334 - $20,366
-302 Reduced 4.55%
6,340 $427,000
Q1 2023

May 15, 2023
SELL
$62.44 - $68.0 $53,573 - $58,344
-858 Reduced 11.44%
6,642 $432,000
Q4 2022

Feb 14, 2023
BUY
$58.03 - $67.72 $435,225 - $507,900
7,500 New
7,500 $487,000

Others Institutions Holding IWX

# of Institutions
198
Shares Held
51.6M
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
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, 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 One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email