Centerpoint Advisory Group Ishares Tr Russell 200 Value E Transaction History
Centerpoint Advisory Group
- $115 Billion
- Q2 2025
A detailed history of Centerpoint Advisory Group transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Centerpoint Advisory Group holds 10,384 shares of IWX stock, worth $877,863. This represents 0.76% of its overall portfolio holdings.
Number of Shares
10,384
Previous 8,205
26.56%
Holding current value
$877,863
Previous $674 Million
29.65%
% of portfolio
0.76%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
223Shares Held
47.9MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.07 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$687 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$555 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$525 Million8.06% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.25MShares$106 Million0.77% of portfolio