A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 3,987 shares of IWX stock, worth $317,604. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,987
Previous 4,807 17.06%
Holding current value
$317,604
Previous $358 Million 9.6%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$74.49 - $81.27 $61,081 - $66,641
-820 Reduced 17.06%
3,987 $324 Million
Q2 2024

Jul 17, 2024

BUY
$72.57 - $76.65 $8,853 - $9,351
122 Added 2.6%
4,807 $358 Million
Q1 2024

May 09, 2024

SELL
$69.24 - $76.32 $18,071 - $19,919
-261 Reduced 5.28%
4,685 $357 Million
Q4 2023

Mar 14, 2024

BUY
$62.27 - $70.35 $307,987 - $347,951
4,946 New
4,946 $365 Million

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


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