Leo Wealth, LLC Ishares Tr Russell 200 Value E Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 4,499 shares of IWX stock, worth $369,277. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,499
Previous 3,987 12.84%
Holding current value
$369,277
Previous $324 Million 9.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 27, 2025
BUY
$78.25 - $85.17 $40,064 - $43,607
512 Added 12.84%
4,499 $356 Million
Q3 2024

Oct 21, 2024
SELL
$74.49 - $81.27 $61,081 - $66,641
-820 Reduced 17.06%
3,987 $324 Million
Q2 2024

Jul 17, 2024
BUY
$72.57 - $76.65 $8,853 - $9,351
122 Added 2.6%
4,807 $358 Million
Q1 2024

May 09, 2024
SELL
$69.24 - $76.32 $18,071 - $19,919
-261 Reduced 5.28%
4,685 $357 Million
Q4 2023

Mar 14, 2024
BUY
$62.27 - $70.35 $307,987 - $347,951
4,946 New
4,946 $365 Million

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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