Cherry Tree Wealth Management, LLC Ishares Tr Russell 200 Value E Put Options Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IWX

# of Institutions

233

Shares Held

45.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

12.6M
Shares

$1.1 Billion
2.79% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$710 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.24M
Shares

$546 Million
2.3% of portfolio
First Citizens Bank & Trust CO

5.91M
Shares

$517 Million
9.29% of portfolio
Ae Wealth Management LLC

1.05M
Shares

$91.7 Million
0.68% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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