Kelly Financial Services LLC Ishares Tr Russell 200 Value E Transaction History

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025

A detailed history of Kelly Financial Services LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Kelly Financial Services LLC holds 8,573 shares of IWX stock, worth $764,797. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,573
Holding current value
$764,797
% of portfolio
0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$86.49 - $90.54 $741,478 - $776,199
8,573 New
8,573 $764,000
Q1 2025

Apr 15, 2025
BUY
$78.54 - $84.86 $1.12 Million - $1.21 Million
14,295 New
14,295 $1.16 Million
Q3 2024

Oct 08, 2024
BUY
$74.49 - $81.27 $1.67 Million - $1.82 Million
22,436 New
22,436 $1.82 Million

Others Institutions Holding IWX

# of Institutions
245
Shares Held
45.4M
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
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More about IWX
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