Brophy Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
A detailed history of Brophy Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Brophy Wealth Management, LLC holds 3,046 shares of IWX stock, worth $255,589. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,046Holding current value
$255,589% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
193Shares Held
49.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$867 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$681 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$518 Million1.75% of portfolio
-
Envestnet Asset Management Inc6.02MShares$505 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$484 Million7.1% of portfolio