Family Wealth Group, LLC Ishares Tr Russell 200 Value E Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 31,318 shares of IWX stock, worth $2.54 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
31,318
Previous 31,943
1.96%
Holding current value
$2.54 Million
Previous $2.44 Million
3.86%
% of portfolio
2.54%
Previous 2.8%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
158Shares Held
40.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$839 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$659 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$576 Million2.03% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$540 Million7.91% of portfolio
-
Ae Wealth Management LLC953KShares$77.4 Million0.79% of portfolio