Concorde Asset Management, LLC Ishares Tr Russell 200 Value E Transaction History
Concorde Asset Management, LLC
- $173 Million
- Q3 2024
A detailed history of Concorde Asset Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Concorde Asset Management, LLC holds 3,807 shares of IWX stock, worth $320,663. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,807Holding current value
$320,663% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
195Shares Held
51.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$893 Million2.58% of portfolio
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Tiaa, Fsb St. Louis, MO8.12MShares$684 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$577 Million1.99% of portfolio
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First Citizens Bank & Trust CO6.31MShares$532 Million7.86% of portfolio
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Envestnet Asset Management Inc6.02MShares$507 Million0.16% of portfolio