Great Valley Advisor Group, Inc. Ishares Tr Russell 200 Value E Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 5,883 shares of IWX stock, worth $478,464. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,883
Previous 4,477
31.4%
Holding current value
$478,464
Previous $363,000
27.82%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
199Shares Held
41.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$840 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$660 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$502 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$469 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$86.9 Million0.81% of portfolio