Concorde Asset Management, LLC Ishares Tr Russell 200 Value E Transaction History

Concorde Asset Management, LLC

  • $183 Million
  • Q4 2024

A detailed history of Concorde Asset Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Concorde Asset Management, LLC holds 52,103 shares of IWX stock, worth $4.22 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
52,103
Previous 3,807 1268.61%
Holding current value
$4.22 Million
Previous $309,000 1232.36%
% of portfolio
2.25%
Previous 0.18%

Shares

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

Feb 13, 2025
BUY
$78.25 - $85.17 $3.78 Million - $4.11 Million
48,296 Added 1268.61%
52,103 $4.12 Million
Q3 2024

Nov 12, 2024
BUY
$74.49 - $81.27 $283,583 - $309,394
3,807 New
3,807 $309,000

Others Institutions Holding IWX

# of Institutions
196
Shares Held
41.3M
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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