Arcadia Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Arcadia Wealth Management, LLC
- $198 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 16,551 shares of IWX stock, worth $1.37 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
16,551
Previous 17,361
4.67%
Holding current value
$1.37 Million
Previous $1.4 Billion
6.86%
% of portfolio
0.66%
Previous 0.74%
Shares
9 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
51.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$880 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$674 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$569 Million1.99% of portfolio
-
Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$479 Million7.1% of portfolio