Centerpoint Advisory Group Ishares Tr Russell 200 Value E Transaction History
Centerpoint Advisory Group
- $128 Billion
- Q3 2025
A detailed history of Centerpoint Advisory Group transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Centerpoint Advisory Group holds 14,868 shares of IWX stock, worth $1.33 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
14,868
Previous 10,384
43.18%
Holding current value
$1.33 Million
Previous $874 Million
49.46%
% of portfolio
1.02%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
239Shares Held
45.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.1MShares$1.08 Billion2.62% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$724 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.24MShares$557 Million2.3% of portfolio
-
First Citizens Bank & Trust CO5.91MShares$527 Million9.29% of portfolio
-
Ae Wealth Management LLC1.05MShares$93.5 Million0.68% of portfolio