Ae Wealth Management LLC Ishares Tr Russell 200 Value E Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Ae Wealth Management LLC holds 952,600 shares of IWX stock, worth $77.3 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
952,600
Previous 913,786
4.25%
Holding current value
$77.3 Million
Previous $69.7 Million
2.2%
% of portfolio
0.79%
Previous 0.86%
Shares
29 transactions
Others Institutions Holding IWX
# of Institutions
166Shares Held
40.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$838 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$659 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$575 Million2.03% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$512 Million7.86% of portfolio
-
Pegasus Partners Ltd. Mequon, WI772KShares$62.6 Million5.83% of portfolio