Mason & Associates, LLC Ishares Tr Russell 200 Value E Transaction History
Mason & Associates, LLC
- $335 Billion
- Q4 2024
A detailed history of Mason & Associates, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Mason & Associates, LLC holds 2,548 shares of IWX stock, worth $215,255. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,548
Previous 3,662
30.42%
Holding current value
$215,255
Previous $298 Million
32.34%
% of portfolio
0.06%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$873 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$686 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$521 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$488 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$90.3 Million0.81% of portfolio