Mbl Wealth, LLC Ishares Tr Russell 200 Value E Transaction History

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Mbl Wealth, LLC holds 8,400 shares of IWX stock, worth $670,236. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,400
Previous 8,400 -0.0%
Holding current value
$670,236
Previous $628,000 8.6%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$69.24 - $76.32 $48,468 - $53,423
-700 Reduced 7.69%
8,400 $641,000
Q4 2023

Jan 18, 2024
SELL
$62.27 - $70.35 $7,472 - $8,442
-120 Reduced 1.3%
9,100 $638,000
Q3 2023

Oct 11, 2023
BUY
$65.37 - $69.65 $7,844 - $8,358
120 Added 1.32%
9,220 $602,000
Q2 2023

Jul 17, 2023
BUY
$64.02 - $67.44 $582,582 - $613,704
9,100 New
9,100 $613,000

Others Institutions Holding IWX

# of Institutions
197
Shares Held
51.5M
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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