Wr Wealth Planners, LLC Ishares Tr Russell 200 Value E Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 10, 2024	BUY	$57.71 - $67.79 $461 - $542	8 New	8 $462,000
Q1 2022 Oct 17, 2024	BUY	$66.32 - $71.56 $530 - $572	8 New	8 $557,000

Others Institutions Holding IWX

# of Institutions

198

Shares Held

51.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$847 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$649 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$548 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$505 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$481 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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