Warren Averett Asset Management, LLC Ishares Tr Russell 200 Value E Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 207,652 shares of IWX stock, worth $18.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
207,652
Previous 203,059 2.26%
Holding current value
$18.5 Million
Previous $17.1 Million 6.74%
% of portfolio
0.19%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$83.04 - $87.88 $381,402 - $403,632
4,593 Added 2.26%
207,652 $18.2 Million
Q2 2025

Aug 14, 2025
SELL
$73.26 - $84.19 $86,300 - $99,175
-1,178 Reduced 0.58%
203,059 $17.1 Million
Q1 2025

May 15, 2025
BUY
$78.54 - $84.86 $200,669 - $216,817
2,555 Added 1.27%
204,237 $16.8 Million
Q4 2024

Feb 14, 2025
BUY
$78.25 - $85.17 $15.8 Million - $17.2 Million
201,682 New
201,682 $15.9 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

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