Jsf Financial, LLC Ishares Tr Russell 200 Value E Transaction History
Jsf Financial, LLC
- $418 Million
- Q2 2025
A detailed history of Jsf Financial, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Jsf Financial, LLC holds 256,923 shares of IWX stock, worth $21.9 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
256,923
Previous 254,298
1.03%
Holding current value
$21.9 Million
Previous $20.9 Million
3.5%
% of portfolio
5.18%
Previous 5.55%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
229Shares Held
49.8MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$951 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$692 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$560 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$529 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$348 Million0.11% of portfolio