J.W. Cole Advisors, Inc. Ishares Tr Russell 200 Value E Transaction History

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,844 shares of IWX stock, worth $521,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,844
Previous 5,819 0.43%
Holding current value
$521,343
Previous $489,000 4.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$83.04 - $87.88 $2,076 - $2,197
25 Added 0.43%
5,844 $513,000
Q2 2025

Aug 12, 2025
BUY
$73.26 - $84.19 $426,299 - $489,901
5,819 New
5,819 $489,000
Q4 2024

Jan 30, 2025
BUY
$78.25 - $85.17 $2,660 - $2,895
34 Added 0.66%
5,186 $409,000
Q3 2024

Oct 24, 2024
BUY
$74.49 - $81.27 $1,564 - $1,706
21 Added 0.41%
5,152 $418,000
Q2 2024

Aug 08, 2024
SELL
$72.57 - $76.65 $4,862 - $5,135
-67 Reduced 1.29%
5,131 $383,000
Q1 2024

Apr 30, 2024
BUY
$69.24 - $76.32 $7,962 - $8,776
115 Added 2.26%
5,198 $396,000
Q4 2023

Jan 31, 2024
BUY
$62.27 - $70.35 $4,109 - $4,643
66 Added 1.32%
5,083 $356,000
Q2 2023

Jul 27, 2023
BUY
$64.02 - $67.44 $1,408 - $1,483
22 Added 0.44%
5,017 $338,000
Q1 2023

May 03, 2023
BUY
$62.44 - $68.0 $1,561 - $1,700
25 Added 0.5%
4,995 $325,000
Q4 2022

Feb 14, 2023
BUY
$58.03 - $67.72 $1,682 - $1,963
29 Added 0.59%
4,970 $322,000
Q3 2022

Oct 31, 2022
BUY
$57.71 - $67.79 $1,962 - $2,304
34 Added 0.69%
4,941 $285,000
Q2 2022

Jul 27, 2022
BUY
$59.87 - $70.62 $13,949 - $16,454
233 Added 4.99%
4,907 $303,000
Q1 2022

May 16, 2022
BUY
$66.32 - $71.56 $21,487 - $23,185
324 Added 7.45%
4,674 $326,000
Q4 2021

Jan 25, 2022
BUY
$65.77 - $70.18 $286,099 - $305,283
4,350 New
4,350 $305,000

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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