Smart Wealth LLC Ishares Tr Russell 200 Value E Transaction History

Smart Wealth LLC

  • $281 Billion
  • Q4 2024

A detailed history of Smart Wealth LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Smart Wealth LLC holds 6,491 shares of IWX stock, worth $540,245. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,491
Previous 4,426 46.66%
Holding current value
$540,245
Previous $360 Million 42.61%
% of portfolio
0.18%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$78.25 - $85.17 $161,586 - $175,876
2,065 Added 46.66%
6,491 $513 Million
Q3 2024

Dec 13, 2024
BUY
$74.49 - $81.27 $329,692 - $359,701
4,426 New
4,426 $360 Million
Q2 2023

Dec 13, 2024
SELL
$64.02 - $67.44 $228,103 - $240,288
-3,563 Closed
0 $0
Q1 2023

Dec 13, 2024
SELL
$62.44 - $68.0 $69,121 - $75,276
-1,107 Reduced 23.7%
3,563 $232 Million
Q4 2022

Dec 13, 2024
BUY
$58.03 - $67.72 $271,000 - $316,252
4,670 New
4,670 $303 Million

Others Institutions Holding IWX

# of Institutions
196
Shares Held
50.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

IWX Quotes by TradingView
  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
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