A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 67 shares of IWX stock, worth $5,353. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Previous 67 -0.0%
Holding current value
$5,353
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$72.57 - $76.65 $72 - $76
1 Added 1.52%
67 $5,000
Q4 2023

Jan 30, 2024

BUY
$62.27 - $70.35 $62 - $70
1 Added 1.54%
66 $4,000
Q1 2023

May 10, 2023

SELL
$62.44 - $68.0 $249 - $272
-4 Reduced 5.8%
65 $4,000
Q4 2022

Feb 14, 2023

SELL
$58.03 - $67.72 $290 - $338
-5 Reduced 6.76%
69 $4,000
Q2 2022

Aug 10, 2022

BUY
$59.87 - $70.62 $59 - $70
1 Added 1.37%
74 $4,000
Q4 2021

Feb 14, 2022

SELL
$65.77 - $70.18 $12,890 - $13,755
-196 Reduced 72.86%
73 $5,000
Q3 2021

Nov 02, 2021

BUY
$65.07 - $68.62 $12,753 - $13,449
196 Added 268.49%
269 $17,000
Q1 2021

May 11, 2021

BUY
$57.19 - $63.99 $57 - $63
1 Added 1.39%
73 $4,000
Q4 2020

Feb 09, 2021

BUY
$49.56 - $57.92 $49 - $57
1 Added 1.41%
72 $4,000
Q2 2020

Jul 02, 2020

BUY
$42.08 - $54.12 $2,987 - $3,842
71 New
71 $3,000

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.