Arcadia Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History

Arcadia Wealth Management, LLC

$198 Billion
Q4 2024

A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 16,551 shares of IWX stock, worth $1.37 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

16,551

Previous 17,361 4.67%

Holding current value

$1.37 Million

Previous $1.4 Billion 6.86%

% of portfolio

0.66%

Previous 0.74%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$78.25 - $85.17 $63,382 - $68,987	-810 Reduced 4.67%	16,551 $1.31 Billion
Q3 2024 Nov 07, 2024	SELL	$74.49 - $81.27 $11,247 - $12,271	-151 Reduced 0.86%	17,361 $1.4 Billion
Q2 2024 Jul 26, 2024	SELL	$72.57 - $76.65 $6,241 - $6,591	-86 Reduced 0.49%	17,512 $1.31 Billion
Q1 2024 May 08, 2024	BUY	$69.24 - $76.32 $12,740 - $14,042	184 Added 1.06%	17,598 $1.34 Billion
Q4 2023 Jan 23, 2024	SELL	$62.27 - $70.35 $74,225 - $83,857	-1,192 Reduced 6.41%	17,414 $1.22 Billion
Q3 2023 Nov 14, 2023	SELL	$65.37 - $69.65 $64,585 - $68,814	-988 Reduced 5.04%	18,606 $1.22 Billion
Q2 2023 Aug 14, 2023	SELL	$64.02 - $67.44 $8.37 Million - $8.82 Million	-130,785 Reduced 86.97%	19,594 $1.32 Billion
Q1 2023 Apr 20, 2023	BUY	$62.44 - $68.0 $632,517 - $688,840	10,130 Added 7.22%	150,379 $9.79 Billion
Q4 2022 Feb 07, 2023	BUY	$58.03 - $67.72 $8.14 Million - $9.5 Million	140,249 New	140,249 $9.11 Billion

Others Institutions Holding IWX

# of Institutions

196

Shares Held

41.3M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Arcadia Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History