Octavia Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,496 shares of IWL stock, worth $251,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,496
Previous 1,549 3.42%
Holding current value
$251,552
Previous $257,000 2.33%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 23, 2026
SELL
$163.11 - $172.47 $8,644 - $9,140
-53 Reduced 3.42%
1,496 $251,000
Q3 2025

Oct 27, 2025
SELL
$152.78 - $166.59 $40,028 - $43,646
-262 Reduced 14.47%
1,549 $257,000
Q2 2025

Jul 15, 2025
BUY
$122.36 - $153.12 $122 - $153
1 Added 0.06%
1,811 $277,000
Q4 2024

Jan 17, 2025
SELL
$138.92 - $149.97 $555 - $599
-4 Reduced 0.22%
1,810 $261,000
Q3 2024

Oct 10, 2024
BUY
$126.32 - $140.44 $126 - $140
1 Added 0.06%
1,814 $254,000
Q1 2024

Apr 15, 2024
SELL
$113.2 - $127.12 $4,980 - $5,593
-44 Reduced 2.37%
1,813 $230,000
Q4 2023

Jan 30, 2024
BUY
$99.76 - $115.49 $185,254 - $214,464
1,857 New
1,857 $213,000
Q2 2022

Jul 18, 2022
SELL
$86.81 - $109.4 $190,721 - $240,351
-2,197 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
$99.32 - $114.92 $24,730 - $28,615
-249 Reduced 10.18%
2,197 $237,000
Q4 2021

Jan 28, 2022
SELL
$102.63 - $114.76 $5,952 - $6,656
-58 Reduced 2.32%
2,446 $279,000
Q3 2021

Nov 12, 2021
SELL
$102.4 - $108.9 $716 - $762
-7 Reduced 0.28%
2,504 $258,000
Q2 2021

Jul 26, 2021
SELL
$95.79 - $102.81 $52,013 - $55,825
-543 Reduced 17.78%
2,511 $258,000
Q1 2021

May 10, 2021
SELL
$89.14 - $94.85 $891 - $948
-10 Reduced 0.33%
3,054 $289,000
Q4 2020

Feb 12, 2021
BUY
$78.58 - $90.29 $240,769 - $276,648
3,064 New
3,064 $277,000

Others Institutions Holding IWL

# of Institutions
222
Shares Held
8.36M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, 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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email