Jsf Financial, LLC Ishares Tr Russell 200 Value E Transaction History

Jsf Financial, LLC

$343 Million
Q4 2024

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 11,653 shares of IWX stock, worth $966,616. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,653

Holding current value

$966,616

% of portfolio

0.27%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$78.25 - $85.17 $911,847 - $992,486	11,653 New	11,653 $920,000
Q2 2022 Jul 28, 2022	BUY	$59.87 - $70.62 $1.08 Million - $1.27 Million	18,010 New	18,010 $1.11 Million

Others Institutions Holding IWX

# of Institutions

196

Shares Held

51M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$879 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$674 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$569 Million
1.99% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$499 Million
0.16% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$479 Million
7.1% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
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