Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Value E Call Options Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWX

# of Institutions

171

Shares Held

40.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$832 Million
2.39% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$654 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$552 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$508 Million
7.86% of portfolio
Ae Wealth Management LLC

953K
Shares

$76.7 Million
0.79% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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