Colonial River Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History

Colonial River Wealth Management, LLC

$205 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$74.49 - $81.27 $1.5 Million - $1.64 Million	20,199 New	20,199 $1.64 Million

Others Institutions Holding IWX

# of Institutions

198

Shares Held

51M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$882 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$676 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$571 Million
1.99% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$501 Million
0.16% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$480 Million
7.1% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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