Beacon Financial Group Ishares Tr Russell 200 Value E Transaction History

Beacon Financial Group

$869 Million
Q1 2025

A detailed history of Beacon Financial Group transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Beacon Financial Group holds 5,376 shares of IWX stock, worth $441,584. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,376

Holding current value

$441,584

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$78.54 - $84.86 $422,231 - $456,207	5,376 New	5,376 $437,000

Others Institutions Holding IWX

# of Institutions

234

Shares Held

49.5M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

11.2M
Shares

$917 Million
2.87% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$667 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.27M
Shares

$515 Million
2.17% of portfolio
First Citizens Bank & Trust CO

5.84M
Shares

$480 Million
8.06% of portfolio
Envestnet Asset Management Inc

4.09M
Shares

$336 Million
0.11% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

More about IWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Account

Beacon Financial Group Ishares Tr Russell 200 Value E Transaction History