Evoke Wealth, LLC Ishares Tr Russell 200 Value E Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Evoke Wealth, LLC holds 4,148 shares of IWX stock, worth $364,733. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,148

Holding current value

$364,733

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$73.26 - $84.19 $303,882 - $349,220	4,148 New	4,148 $349 Million

Others Institutions Holding IWX

# of Institutions

224

Shares Held

46.3M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

12.6M
Shares

$1.11 Billion
2.79% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$714 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.57M
Shares

$578 Million
2.27% of portfolio
First Citizens Bank & Trust CO

6.21M
Shares

$546 Million
8.06% of portfolio
Ae Wealth Management LLC

1.02M
Shares

$89.5 Million
0.73% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

More about IWX

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