Castleview Partners, LLC Ishares Tr Russell 200 Value E Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 17, 2022	SELL	$65.77 - $70.18 $13,154 - $14,036	-200 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$64.11 - $67.99 $12,822 - $13,597	200 New	200 $13,000

Others Institutions Holding IWX

# of Institutions

196

Shares Held

51.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$873 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$669 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$565 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$520 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$496 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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