Alta Wealth Advisors LLC Ishares Tr Russell 200 Value E Transaction History

Alta Wealth Advisors LLC

  • $276 Million
  • Q3 2025

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,400 shares of IWX stock, worth $214,103. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,632 8.81%
Holding current value
$214,103
Previous $221,000 4.98%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$83.04 - $87.88 $19,265 - $20,388
-232 Reduced 8.81%
2,400 $210,000
Q2 2025

Jul 22, 2025
BUY
$73.26 - $84.19 $7,326 - $8,419
100 Added 3.95%
2,632 $221,000
Q1 2025

Apr 24, 2025
SELL
$78.54 - $84.86 $36,442 - $39,375
-464 Reduced 15.49%
2,532 $208,000
Q4 2024

Jan 23, 2025
BUY
$78.25 - $85.17 $234,437 - $255,169
2,996 New
2,996 $236,000

Others Institutions Holding IWX

# of Institutions
239
Shares Held
45.2M
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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