1900 Wealth Management LLC Ishares Tr Russell 200 Value E Transaction History

1900 Wealth Management LLC

$1.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$66.32 - $71.56 $218,789 - $236,076	-3,299 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	$65.07 - $68.62 $214,665 - $226,377	3,299 New	3,299 $217,000

Others Institutions Holding IWX

# of Institutions

197

Shares Held

51M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$873 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$669 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$564 Million
1.99% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$496 Million
0.16% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$475 Million
7.1% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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