Cypress Wealth Services, LLC Ishares Tr Russell 200 Value E Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	BUY	$57.71 - $67.79 $572,598 - $672,612	9,922 New	9,922 $584,000

Others Institutions Holding IWX

# of Institutions

198

Shares Held

51.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$840 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$643 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$543 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$500 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$477 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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