Captrust Financial Advisors Ishares Tr Russell 200 Value E Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
A detailed history of Captrust Financial Advisors transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Captrust Financial Advisors holds 5,223 shares of IWX stock, worth $421,966. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,223
Previous 4,459
17.13%
Holding current value
$421,966
Previous $340,000
14.71%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding IWX
# of Institutions
157Shares Held
40.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$835 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$656 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$573 Million2.03% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$537 Million7.91% of portfolio
-
Ae Wealth Management LLC953KShares$77 Million0.79% of portfolio