New Century Financial Group, LLC Ishares Tr Russell 200 Value E Transaction History

New Century Financial Group, LLC

$86.5 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$74.49 - $81.27 $942,819 - $1.03 Million	12,657 New	12,657 $1.03 Billion

Others Institutions Holding IWX

# of Institutions

207

Shares Held

42.2M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$798 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$627 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.27M
Shares

$485 Million
2.17% of portfolio
First Citizens Bank & Trust CO

5.84M
Shares

$451 Million
8.06% of portfolio
Ae Wealth Management LLC

1.07M
Shares

$82.6 Million
0.81% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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