Continuum Advisory, LLC Ishares Tr Russell 200 Value E Transaction History
Continuum Advisory, LLC
- $773 Million
- Q2 2025
A detailed history of Continuum Advisory, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Continuum Advisory, LLC holds 2,436 shares of IWX stock, worth $215,342. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,436
Previous 3,549
31.36%
Holding current value
$215,342
Previous $291,000
29.55%
% of portfolio
0.03%
Previous 0.04%
Shares
7 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$89.9 Million0.73% of portfolio