Claro Advisors LLC Ishares Tr Russell 200 Value E Transaction History

Claro Advisors LLC

  • $633 Million
  • Q3 2025

A detailed history of Claro Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Claro Advisors LLC holds 8,158 shares of IWX stock, worth $727,775. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,158
Previous 8,388 2.74%
Holding current value
$727,775
Previous $706,000 1.42%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 12, 2025
SELL
$83.04 - $87.88 $19,099 - $20,212
-230 Reduced 2.74%
8,158 $716,000
Q2 2025

Aug 05, 2025
BUY
$73.26 - $84.19 $237,435 - $272,859
3,241 Added 62.97%
8,388 $706,000
Q1 2025

May 12, 2025
BUY
$78.54 - $84.86 $404,245 - $436,774
5,147 New
5,147 $422,000

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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