1900 Wealth Management LLC Ishares Tr Russell 200 Value E Transaction History

1900 Wealth Management LLC

$1.01 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$66.32 - $71.56 $218,789 - $236,076	-3,299 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	$65.07 - $68.62 $214,665 - $226,377	3,299 New	3,299 $217,000

Others Institutions Holding IWX

# of Institutions

157

Shares Held

40.7M

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

7.09M
Shares

$575 Million
2.03% of portfolio
First Citizens Bank & Trust CO

6.65M
Shares

$539 Million
7.91% 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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