A detailed history of Pacific Financial Group Inc transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Pacific Financial Group Inc holds 3,712 shares of IWX stock, worth $298,778. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,712
Previous 3,697 0.41%
Holding current value
$298,778
Previous $282,000 1.77%
% of portfolio
0.2%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$72.57 - $76.65 $1,088 - $1,149
15 Added 0.41%
3,712 $277,000
Q1 2024

May 09, 2024

SELL
$69.24 - $76.32 $6,854 - $7,555
-99 Reduced 2.61%
3,697 $282,000
Q4 2023

Feb 14, 2024

BUY
$62.27 - $70.35 $186 - $211
3 Added 0.08%
3,796 $266,000
Q3 2023

Nov 09, 2023

SELL
$65.37 - $69.65 $1,568 - $1,671
-24 Reduced 0.63%
3,793 $247,000
Q2 2023

Aug 11, 2023

SELL
$64.02 - $67.44 $13,124 - $13,825
-205 Reduced 5.1%
3,817 $257,000
Q1 2023

May 17, 2023

SELL
$62.44 - $68.0 $4,995 - $5,440
-80 Reduced 1.95%
4,022 $261,000
Q4 2022

Feb 14, 2023

BUY
$58.03 - $67.72 $2,147 - $2,505
37 Added 0.91%
4,102 $266,000
Q3 2022

Oct 11, 2022

SELL
$57.71 - $67.79 $11,138 - $13,083
-193 Reduced 4.53%
4,065 $235,000
Q2 2022

Jul 13, 2022

BUY
$59.87 - $70.62 $838 - $988
14 Added 0.33%
4,258 $263,000
Q1 2022

Apr 22, 2022

BUY
$66.32 - $71.56 $530 - $572
8 Added 0.19%
4,244 $296,000
Q4 2021

Jan 18, 2022

SELL
$65.77 - $70.18 $14,535 - $15,509
-221 Reduced 4.96%
4,236 $303,000
Q3 2021

Oct 19, 2021

SELL
$65.07 - $68.62 $24,596 - $25,938
-378 Reduced 7.82%
4,457 $293,000
Q2 2021

Jul 22, 2021

SELL
$64.11 - $67.99 $48,531 - $51,468
-757 Reduced 13.54%
4,835 $321,000
Q1 2021

Apr 20, 2021

SELL
$57.19 - $63.99 $285 - $319
-5 Reduced 0.09%
5,592 $356,000
Q4 2020

Jan 12, 2021

SELL
$49.56 - $57.92 $2,031 - $2,374
-41 Reduced 0.73%
5,597 $324,000
Q3 2020

Nov 09, 2020

BUY
$48.54 - $53.66 $273,668 - $302,535
5,638 New
5,638 $288,000
Q1 2020

Apr 08, 2020

SELL
$38.08 - $59.28 $15.5 Million - $24.1 Million
-405,857 Closed
0 $0
Q4 2019

Jan 07, 2020

SELL
$52.98 - $58.68 $5.37 Million - $5.95 Million
-101,373 Reduced 19.99%
405,857 $23.7 Million
Q3 2019

Oct 03, 2019

BUY
$51.81 - $55.72 $453,544 - $487,772
8,754 Added 1.76%
507,230 $27.4 Million
Q1 2019

May 14, 2019

BUY
$46.94 - $53.36 $2.05 Million - $2.33 Million
43,671 Added 9.6%
498,476 $26.2 Million
Q4 2018

Feb 13, 2019

BUY
$44.99 - $54.19 $20.5 Million - $24.6 Million
454,805 New
454,805 $21.7 Million

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


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