Oliver Lagore Vanvalin Investment Group Ishares Tr Russell 200 Value E Transaction History

Oliver Lagore Vanvalin Investment Group

  • $263 Million
  • Q2 2025

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,596 shares of IWX stock, worth $142,379. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,596
Previous 1,425 12.0%
Holding current value
$142,379
Previous $112,000 19.64%
% of portfolio
0.05%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$73.26 - $84.19 $12,527 - $14,396
171 Added 12.0%
1,596 $134,000
Q4 2024

Apr 01, 2025
SELL
$78.25 - $85.17 $34,351 - $37,389
-439 Reduced 23.55%
1,425 $112,000
Q3 2024

Nov 04, 2024
SELL
$74.49 - $81.27 $31,211 - $34,052
-419 Reduced 18.35%
1,864 $151,000
Q2 2024

Aug 15, 2024
SELL
$72.57 - $76.65 $943 - $996
-13 Reduced 0.57%
2,283 $170,000
Q1 2024

May 15, 2024
SELL
$69.24 - $76.32 $99,082 - $109,213
-1,431 Reduced 38.4%
2,296 $175,000
Q4 2023

Jan 31, 2024
SELL
$62.27 - $70.35 $417,769 - $471,978
-6,709 Reduced 64.29%
3,727 $261,000
Q3 2023

Nov 09, 2023
SELL
$65.37 - $69.65 $1.41 Million - $1.5 Million
-21,497 Reduced 67.32%
10,436 $682,000
Q2 2023

Aug 08, 2023
BUY
$64.02 - $67.44 $2.04 Million - $2.15 Million
31,933 New
31,933 $2.15 Million

Others Institutions Holding IWX

# of Institutions
237
Shares Held
45.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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