Iams Wealth Management, LLC Ishares Tr Russell 200 Value E Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,064 shares of IWX stock, worth $561,234. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,064Holding current value
$561,234% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding IWX
# of Institutions
213Shares Held
46.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$821 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$645 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$498 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$464 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$325 Million0.11% of portfolio