Clarus Wealth Advisors Ishares Tr Russell 200 Value E Transaction History

Clarus Wealth Advisors

$200 Million
Q4 2024

A detailed history of Clarus Wealth Advisors transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Clarus Wealth Advisors holds 6,360 shares of IWX stock, worth $518,467. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,360

Previous 6,532 2.63%

Holding current value

$518,467

Previous $530,000 5.28%

% of portfolio

0.25%

Previous 0.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$78.25 - $85.17 $13,459 - $14,649	-172 Reduced 2.63%	6,360 $502,000
Q3 2024 Oct 08, 2024	SELL	$74.49 - $81.27 $13,259 - $14,466	-178 Reduced 2.65%	6,532 $530,000
Q2 2024 Jul 11, 2024	SELL	$72.57 - $76.65 $47,243 - $49,899	-651 Reduced 8.84%	6,710 $502,000
Q1 2024 Apr 11, 2024	SELL	$69.24 - $76.32 $22,987 - $25,338	-332 Reduced 4.32%	7,361 $561,000
Q4 2023 Jan 22, 2024	SELL	$62.27 - $70.35 $13,076 - $14,773	-210 Reduced 2.66%	7,693 $539,000
Q2 2023 Jul 10, 2023	SELL	$64.02 - $67.44 $11,267 - $11,869	-176 Reduced 2.18%	7,903 $532,000
Q1 2023 Apr 10, 2023	BUY	$62.44 - $68.0 $14,236 - $15,504	228 Added 2.9%	8,079 $525,000
Q4 2022 Jan 12, 2023	BUY	$58.03 - $67.72 $59,944 - $69,954	1,033 Added 15.15%	7,851 $0
Q3 2022 Oct 11, 2022	BUY	$57.71 - $67.79 $7,502 - $8,812	130 Added 1.94%	6,818 $399,000
Q2 2022 Jul 13, 2022	BUY	$59.87 - $70.62 $6,406 - $7,556	107 Added 1.63%	6,688 $416,000
Q1 2022 Apr 12, 2022	BUY	$66.32 - $71.56 $30,507 - $32,917	460 Added 7.52%	6,581 $459,000
Q4 2021 Jan 13, 2022	BUY	$65.77 - $70.18 $402,578 - $429,571	6,121 New	6,121 $428,000
Q2 2019 Jul 24, 2019	SELL	$50.99 - $54.59 $10,707 - $11,463	-210 Closed	0 $0
Q4 2018 Jan 08, 2019	BUY	$44.99 - $54.19 $9,447 - $11,379	210 New	210 $11,000
Q4 2018 Jan 07, 2019	SELL	$44.99 - $54.19 $9,447 - $11,379	-210 Closed	0 $0
Q2 2018 Jul 05, 2018	BUY	$49.32 - $52.18 $10,357 - $10,957	210 New	210 $11,000

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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Clarus Wealth Advisors Ishares Tr Russell 200 Value E Transaction History