Ae Wealth Management LLC Ishares Tr Russell 200 Value E Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,011,637 shares of IWX stock, worth $86.5 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
1,011,637
Previous 1,068,745
5.34%
Holding current value
$86.5 Million
Previous $84.5 Million
1.57%
% of portfolio
0.8%
Previous 0.81%
Shares
32 transactions
Others Institutions Holding IWX
# of Institutions
231Shares Held
49.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$954 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$695 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$536 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$500 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$349 Million0.11% of portfolio