Waldron Private Wealth LLC Ishares Tr Russell 200 Value E Transaction History

Waldron Private Wealth LLC

  • $2.28 Billion
  • Q2 2025

A detailed history of Waldron Private Wealth LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Waldron Private Wealth LLC holds 17,308 shares of IWX stock, worth $1.53 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,308
Previous 17,308 -0.0%
Holding current value
$1.53 Million
Previous $1.42 Million 2.46%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
SELL
$59.87 - $70.62 $29,096 - $34,321
-486 Reduced 2.73%
17,308 $1.07 Million
Q1 2022

May 04, 2022
SELL
$66.32 - $71.56 $118,248 - $127,591
-1,783 Reduced 9.11%
17,794 $1.24 Million
Q4 2021

Feb 02, 2022
BUY
$65.77 - $70.18 $210,858 - $224,997
3,206 Added 19.58%
19,577 $1.37 Million
Q3 2021

Nov 02, 2021
BUY
$65.07 - $68.62 $1.07 Million - $1.12 Million
16,371 New
16,371 $1.07 Million

Others Institutions Holding IWX

# of Institutions
225
Shares Held
46.4M
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
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