Harbor Investment Advisory, LLC Ishares Tr Russell 200 Value E Transaction History
Harbor Investment Advisory, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 50,179 shares of IWX stock, worth $4.14 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
50,179
Previous 50,629
0.89%
Holding current value
$4.14 Million
Previous $4.11 Million
3.62%
% of portfolio
0.31%
Previous 0.35%
Shares
19 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$852 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$670 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$509 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$476 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$88.2 Million0.81% of portfolio