A detailed history of Pacific Financial Group Inc transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Pacific Financial Group Inc holds 3,712 shares of IWX stock, worth $301,043. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,712
Previous 3,697 0.41%
Holding current value
$301,043
Previous $282,000 1.77%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Aug 02, 2024

BUY
$72.57 - $76.65 $1,088 - $1,149
15 Added 0.41%
3,712 $277,000
Q1 2024

May 09, 2024

SELL
$69.24 - $76.32 $6,854 - $7,555
-99 Reduced 2.61%
3,697 $282,000
Q4 2023

Feb 14, 2024

BUY
$62.27 - $70.35 $186 - $211
3 Added 0.08%
3,796 $266,000
Q3 2023

Nov 09, 2023

SELL
$65.37 - $69.65 $1,568 - $1,671
-24 Reduced 0.63%
3,793 $247,000
Q2 2023

Aug 11, 2023

SELL
$64.02 - $67.44 $13,124 - $13,825
-205 Reduced 5.1%
3,817 $257,000
Q1 2023

May 17, 2023

SELL
$62.44 - $68.0 $4,995 - $5,440
-80 Reduced 1.95%
4,022 $261,000
Q4 2022

Feb 14, 2023

BUY
$58.03 - $67.72 $2,147 - $2,505
37 Added 0.91%
4,102 $266,000
Q3 2022

Oct 11, 2022

SELL
$57.71 - $67.79 $11,138 - $13,083
-193 Reduced 4.53%
4,065 $235,000
Q2 2022

Jul 13, 2022

BUY
$59.87 - $70.62 $838 - $988
14 Added 0.33%
4,258 $263,000
Q1 2022

Apr 22, 2022

BUY
$66.32 - $71.56 $530 - $572
8 Added 0.19%
4,244 $296,000
Q4 2021

Jan 18, 2022

SELL
$65.77 - $70.18 $14,535 - $15,509
-221 Reduced 4.96%
4,236 $303,000
Q3 2021

Oct 19, 2021

SELL
$65.07 - $68.62 $24,596 - $25,938
-378 Reduced 7.82%
4,457 $293,000
Q2 2021

Jul 22, 2021

SELL
$64.11 - $67.99 $48,531 - $51,468
-757 Reduced 13.54%
4,835 $321,000
Q1 2021

Apr 20, 2021

SELL
$57.19 - $63.99 $285 - $319
-5 Reduced 0.09%
5,592 $356,000
Q4 2020

Jan 12, 2021

SELL
$49.56 - $57.92 $2,031 - $2,374
-41 Reduced 0.73%
5,597 $324,000
Q3 2020

Nov 09, 2020

BUY
$48.54 - $53.66 $273,668 - $302,535
5,638 New
5,638 $288,000
Q1 2020

Apr 08, 2020

SELL
$38.08 - $59.28 $15.5 Million - $24.1 Million
-405,857 Closed
0 $0
Q4 2019

Jan 07, 2020

SELL
$52.98 - $58.68 $5.37 Million - $5.95 Million
-101,373 Reduced 19.99%
405,857 $23.7 Million
Q3 2019

Oct 03, 2019

BUY
$51.81 - $55.72 $453,544 - $487,772
8,754 Added 1.76%
507,230 $27.4 Million
Q1 2019

May 14, 2019

BUY
$46.94 - $53.36 $2.05 Million - $2.33 Million
43,671 Added 9.6%
498,476 $26.2 Million
Q4 2018

Feb 13, 2019

BUY
$44.99 - $54.19 $20.5 Million - $24.6 Million
454,805 New
454,805 $21.7 Million

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


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

Track Pacific Financial Group Inc Portfolio

Follow Pacific Financial Group Inc 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 Pacific Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Financial Group Inc with notifications on news.