Harbor Investment Advisory, LLC Ishares Tr Russell 200 Value E Transaction History
Harbor Investment Advisory, LLC
- $1.31 Billion
- Q2 2025
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 50,180 shares of IWX stock, worth $4.24 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
50,180
Previous 50,180
-0.0%
Holding current value
$4.24 Million
Previous $4.08 Million
3.19%
% of portfolio
0.32%
Previous 0.34%
Shares
20 transactions
Others Institutions Holding IWX
# of Institutions
228Shares Held
46.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.07 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$687 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$555 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$525 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$86 Million0.73% of portfolio