Warren Averett Asset Management, LLC Ishares Tr Russell 200 Value E Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 204,237 shares of IWX stock, worth $17.5 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
204,237
Previous 201,682 1.27%
Holding current value
$17.5 Million
Previous $15.9 Million 5.31%
% of portfolio
0.21%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$78.54 - $84.86 $200,669 - $216,817
2,555 Added 1.27%
204,237 $16.8 Million
Q4 2024

Feb 14, 2025
BUY
$78.25 - $85.17 $15.8 Million - $17.2 Million
201,682 New
201,682 $15.9 Million

Others Institutions Holding IWX

# of Institutions
229
Shares Held
49.8M
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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