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 $445,598. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,394
Previous 5,586 3.44%
Holding current value
$445,598
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

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
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