Ballast Advisors LLC Ishares Tr Russell 200 Value E Transaction History

Ballast Advisors LLC

  • $361 Million
  • Q3 2025

A detailed history of Ballast Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Ballast Advisors LLC holds 3,606 shares of IWX stock, worth $321,691. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,606
Previous 3,606 -0.0%
Holding current value
$321,691
Previous $303,000 4.29%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
BUY
$62.44 - $68.0 $16,733 - $18,224
268 Added 8.03%
3,606 $234,000
Q3 2021

Nov 01, 2021
BUY
$65.07 - $68.62 $108,341 - $114,252
1,665 Added 99.52%
3,338 $219,000
Q2 2021

Jul 20, 2021
SELL
$64.11 - $67.99 $106,743 - $113,203
-1,665 Reduced 49.88%
1,673 $111,000
Q4 2019

Feb 14, 2020
BUY
$52.98 - $58.68 $176,847 - $195,873
3,338 New
3,338 $195,000

Others Institutions Holding IWX

# of Institutions
244
Shares Held
45.3M
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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