Brophy Wealth Management, LLC Ishares Tr Russell 200 Value E Call Options Transaction History

Brophy Wealth Management, LLC

$279 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWX

# of Institutions

192

Shares Held

50.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$876 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$671 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$566 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$522 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$497 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brophy Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brophy Wealth Management, LLC with notifications on news.