Global Wealth Management Investment Advisory, Inc. Ishares Tr Russell 200 Value E Transaction History
Global Wealth Management Investment Advisory, Inc.
- $429 Million
- Q2 2024
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 27,004 shares of IWX stock, worth $2.18 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
27,004
Previous 28,463
5.13%
Holding current value
$2.18 Million
Previous $2.17 Million
7.0%
% of portfolio
0.47%
Previous 0.53%
Shares
24 transactions
Others Institutions Holding IWX
# of Institutions
157Shares Held
40.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$835 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$656 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$573 Million2.03% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$537 Million7.91% of portfolio
-
Ae Wealth Management LLC953KShares$77 Million0.79% of portfolio