J.W. Cole Advisors, Inc. Ishares Tr Russell 200 Value E Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,131 shares of IWX stock, worth $414,533. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,131
Previous 5,198
1.29%
Holding current value
$414,533
Previous $396,000
3.28%
% of portfolio
0.02%
Previous 0.02%
Shares
10 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