Sagespring Wealth Partners, LLC Ishares Tr Russell 200 Value E Transaction History
Sagespring Wealth Partners, LLC
- $5.5 Trillion
- Q4 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 3,086 shares of IWX stock, worth $275,302. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,086
Previous 3,086
-0.0%
Holding current value
$275,302
Previous $271 Million
4.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
239Shares Held
45.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.1MShares$1.08 Billion2.62% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$724 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.24MShares$557 Million2.3% of portfolio
-
First Citizens Bank & Trust CO5.91MShares$527 Million9.29% of portfolio
-
Ae Wealth Management LLC1.05MShares$93.5 Million0.68% of portfolio