Jackson Square Capital, LLC Ishares Tr Russell 200 Value E Transaction History

Jackson Square Capital, LLC

$381 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$49.56 - $57.92 $7,681 - $8,977	-155 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$48.54 - $53.66 $7,523 - $8,317	155 New	155 $8,000

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

$838 Million
2.39% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$658 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$556 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$512 Million
7.86% of portfolio
Ae Wealth Management LLC

953K
Shares

$77.2 Million
0.79% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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