Advisory Alpha, LLC Ishares Tr Russell 200 Value E Transaction History

Advisory Alpha, LLC

$2.78 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$62.44 - $68.0 $124 - $136	2 Added 0.02%	10,814 $703,000
Q4 2022 Jan 30, 2023	BUY	$58.03 - $67.72 $627,420 - $732,188	10,812 New	10,812 $702,000

Others Institutions Holding IWX

# of Institutions

193

Shares Held

42.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$869 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$683 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.17M
Shares

$519 Million
1.75% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$485 Million
7.1% of portfolio
Ae Wealth Management LLC

1.07M
Shares

$89.9 Million
0.81% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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