Ae Wealth Management LLC Ishares Tr Russell 200 Value E Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 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 1,068,745 shares of IWX stock, worth $86.6 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
1,068,745
Previous 1,040,613
2.7%
Holding current value
$86.6 Million
Previous $84.6 Million
0.13%
% of portfolio
0.81%
Previous 0.87%
Shares
31 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$837 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$658 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$500 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$468 Million7.1% of portfolio
-
Lido Advisors, LLC Los Angeles, CA956KShares$77.5 Million0.35% of portfolio