Allworth Financial LP Ishares Tr Russell 200 Value E Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Allworth Financial LP holds 186 shares of IWX stock, worth $15,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares

186

Holding current value

$15,637

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$78.25 - $85.17 $14,554 - $15,841	186 New	186 $14,000
Q1 2021 Apr 29, 2021	SELL	$57.19 - $63.99 $4,518 - $5,055	-79 Closed	0 $0
Q4 2020 Jan 26, 2021	SELL	$49.56 - $57.92 $3,915 - $4,575	-79 Reduced 50.0%	79 $5,000
Q3 2020 Nov 03, 2020	BUY	$48.54 - $53.66 $7,669 - $8,478	158 New	158 $8,000

Others Institutions Holding IWX

# of Institutions

196

Shares Held

41.3M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$868 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$683 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.17M
Shares

$519 Million
1.75% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$485 Million
7.1% of portfolio
Ae Wealth Management LLC

1.07M
Shares

$89.8 Million
0.81% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

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