Clearstead Trust, LLC Ishares Tr Russell 200 Value E Transaction History

Clearstead Trust, LLC

$473 Million
Q2 2025

A detailed history of Clearstead Trust, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Clearstead Trust, LLC holds 103 shares of IWX stock, worth $9,010. This represents 0.0% of its overall portfolio holdings.

Number of Shares

103

Holding current value

$9,010

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$73.26 - $84.19 $7,545 - $8,671	103 New	103 $8,000

Others Institutions Holding IWX

# of Institutions

231

Shares Held

46.2M

Call Options Held

Put Options Held

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

6.57M
Shares

$575 Million
2.27% of portfolio
First Citizens Bank & Trust CO

6.21M
Shares

$543 Million
8.06% of portfolio
Ae Wealth Management LLC

1.02M
Shares

$89 Million
0.73% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

More about IWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Account