Peterson Financial Group, Inc. Ishares Tr Russell 200 Value E Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 17,565 shares of IWX stock, worth $1.46 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares

17,565

Previous 19,166 8.35%

Holding current value

$1.46 Million

Previous $1.43 Billion 0.45%

% of portfolio

5.49%

Previous 8.74%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$74.49 - $81.27 $119,258 - $130,113	-1,601 Reduced 8.35%	17,565 $1.43 Billion
Q2 2024 Aug 12, 2024	BUY	$72.57 - $76.65 $1.39 Million - $1.47 Million	19,166 New	19,166 $1.43 Billion
Q1 2024 Aug 28, 2024	SELL	$69.24 - $76.32 $58,646 - $64,643	-847 Reduced 4.1%	19,825 $1.51 Billion
Q4 2023 Aug 28, 2024	BUY	$62.27 - $70.35 $194,157 - $219,351	3,118 Added 17.76%	20,672 $1.45 Billion
Q4 2023 Feb 12, 2024	SELL	$62.27 - $70.35 $165,451 - $186,919	-2,657 Reduced 13.1%	17,618 $1.24 Million
Q3 2023 Aug 28, 2024	SELL	$65.37 - $69.65 $15,296 - $16,298	-234 Reduced 1.32%	17,554 $1.15 Billion
Q3 2023 Oct 31, 2023	SELL	$65.37 - $69.65 $42,229 - $44,993	-646 Reduced 3.09%	20,275 $1.33 Million
Q2 2023 Aug 28, 2024	SELL	$64.02 - $67.44 $88,219 - $92,932	-1,378 Reduced 7.19%	17,788 $1.2 Billion
Q2 2023 Aug 04, 2023	SELL	$64.02 - $67.44 $22,407 - $23,604	-350 Reduced 1.65%	20,921 $1.41 Million
Q1 2023 Aug 27, 2024	SELL	$62.44 - $68.0 $97,219 - $105,876	-1,557 Reduced 8.12%	17,609 $1.15 Billion
Q1 2023 Apr 25, 2023	BUY	$62.44 - $68.0 $24,601 - $26,792	394 Added 1.89%	21,271 $1.38 Million
Q4 2022 Aug 27, 2024	BUY	$58.03 - $67.72 $191,382 - $223,340	3,298 Added 17.21%	22,464 $1.46 Billion
Q4 2022 Feb 03, 2023	SELL	$58.03 - $67.72 $108,051 - $126,094	-1,862 Reduced 8.19%	20,877 $1.36 Million
Q3 2022 Aug 26, 2024	SELL	$57.71 - $67.79 $109,071 - $128,123	-1,890 Reduced 7.27%	24,111 $1.39 Billion
Q3 2022 Oct 17, 2022	SELL	$57.71 - $67.79 $114,150 - $134,088	-1,978 Reduced 8.0%	22,739 $1.31 Million
Q2 2022 Aug 26, 2024	BUY	$59.87 - $70.62 $409,211 - $482,687	6,835 Added 35.66%	26,001 $1.61 Billion
Q2 2022 Jul 20, 2022	BUY	$59.87 - $70.62 $4,250 - $5,014	71 Added 0.29%	24,717 $1.53 Million
Q1 2022 Aug 26, 2024	BUY	$66.32 - $71.56 $582,223 - $628,225	8,779 Added 45.81%	27,945 $1.95 Billion
Q1 2022 Jul 19, 2022	SELL	$66.32 - $71.56 $392,747 - $423,778	-5,922 Reduced 19.37%	24,646 $1.72 Million
Q1 2022 Apr 18, 2022	SELL	$66.32 - $71.56 $4.47 Million - $4.82 Million	-67,358 Reduced 68.78%	30,568 $2.13 Million
Q4 2021 Aug 22, 2024	BUY	$65.77 - $70.18 $692,492 - $738,925	10,529 Added 54.94%	29,695 $2.08 Billion
Q4 2021 Jan 31, 2022	BUY	$65.77 - $70.18 $6.44 Million - $6.87 Million	97,926 New	97,926 $6.86 Million

Others Institutions Holding IWX

# of Institutions

193

Shares Held

49.4M

Call Options Held

Put Options Held

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Peterson Financial Group, Inc. Ishares Tr Russell 200 Value E Transaction History