Cfs Investment Advisory Services, LLC Ishares Tr Russell 200 Value E Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 20,520 shares of IWX stock, worth $1.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,520
Previous 16,397 25.14%
Holding current value
$1.7 Million
Previous $1.33 Million 21.68%
% of portfolio
0.15%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$78.25 - $85.17 $322,624 - $351,155
4,123 Added 25.14%
20,520 $1.62 Million
Q3 2024

Nov 12, 2024
BUY
$74.49 - $81.27 $89,834 - $98,011
1,206 Added 7.94%
16,397 $1.33 Million
Q2 2024

Aug 13, 2024
BUY
$72.57 - $76.65 $1.1 Million - $1.16 Million
15,191 New
15,191 $1.14 Million
Q2 2023

Jul 21, 2023
BUY
$64.02 - $67.44 $1.22 Million - $1.29 Million
19,060 New
19,060 $1.29 Million

Others Institutions Holding IWX

# of Institutions
196
Shares Held
51.1M
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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