A detailed history of Sound Income Strategies, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Sound Income Strategies, LLC holds 2,013 shares of IWX stock, worth $160,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,013
Previous 2,013 -0.0%
Holding current value
$160,838
Previous $150,000 8.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 12, 2024

SELL
$72.57 - $76.65 $8,998 - $9,504
-124 Reduced 5.8%
2,013 $150,000
Q1 2024

Apr 15, 2024

BUY
$69.24 - $76.32 $2,561 - $2,823
37 Added 1.76%
2,137 $163,000
Q4 2023

Jan 10, 2024

SELL
$62.27 - $70.35 $80,951 - $91,454
-1,300 Reduced 38.24%
2,100 $147,000
Q3 2023

Oct 12, 2023

SELL
$65.37 - $69.65 $8,498 - $9,054
-130 Reduced 3.68%
3,400 $222,000
Q2 2023

Jul 10, 2023

SELL
$64.02 - $67.44 $61,011 - $64,270
-953 Reduced 21.26%
3,530 $238,000
Q1 2023

Apr 10, 2023

SELL
$62.44 - $68.0 $73,866 - $80,444
-1,183 Reduced 20.88%
4,483 $291,000
Q4 2022

Jan 11, 2023

SELL
$58.03 - $67.72 $19,498 - $22,753
-336 Reduced 5.6%
5,666 $0
Q3 2022

Oct 18, 2022

SELL
$57.71 - $67.79 $173,014 - $203,234
-2,998 Reduced 33.31%
6,002 $346,000
Q2 2022

Jul 11, 2022

SELL
$59.87 - $70.62 $68,850 - $81,213
-1,150 Reduced 11.33%
9,000 $556,000
Q1 2022

Apr 11, 2022

SELL
$66.32 - $71.56 $20,028 - $21,611
-302 Reduced 2.89%
10,150 $707,000
Q4 2021

Jan 13, 2022

SELL
$65.77 - $70.18 $48,077 - $51,301
-731 Reduced 6.54%
10,452 $732,000
Q3 2021

Oct 12, 2021

SELL
$65.07 - $68.62 $82,053 - $86,529
-1,261 Reduced 10.13%
11,183 $734,000
Q2 2021

Jul 13, 2021

BUY
$64.11 - $67.99 $797,784 - $846,067
12,444 New
12,444 $827,000

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


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