Claro Advisors LLC Ishares Tr Russell 200 Value E Transaction History
Claro Advisors LLC
- $569 Million
- Q2 2025
A detailed history of Claro Advisors LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Claro Advisors LLC holds 8,388 shares of IWX stock, worth $741,666. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,388
Previous 5,147
62.97%
Holding current value
$741,666
Previous $422,000
67.3%
% of portfolio
0.12%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
225Shares Held
46.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.12 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$718 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$581 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$549 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$90 Million0.73% of portfolio