Cerity Partners LLC Ishares Tr Russell 200 Value E Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

A detailed history of Cerity Partners LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Cerity Partners LLC holds 2,641 shares of IWX stock, worth $207,424. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,641

Holding current value

$207,424

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$74.49 - $81.27 $196,728 - $214,634	2,641 New	2,641 $214,000
Q1 2024 May 14, 2024	BUY	$69.24 - $76.32 $182,031 - $200,645	2,629 New	2,629 $200,000

Others Institutions Holding IWX

# of Institutions

198

Shares Held

51.5M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$833 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$638 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$538 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$496 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$473 Million
0.16% of portfolio

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About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
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