One Wealth Advisors, LLC Ishares Tr Russell 200 Value E Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, One Wealth Advisors, LLC holds 5,382 shares of IWX stock, worth $446,921. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,382
Previous 5,394
0.22%
Holding current value
$446,921
Previous $438,000
2.97%
% of portfolio
0.06%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
51.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$880 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$674 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$569 Million1.99% of portfolio
-
Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$479 Million7.1% of portfolio