Kfa Private Wealth Group, LLC Ishares Tr Russell 200 Value E Transaction History
Kfa Private Wealth Group, LLC
- $347 Million
- Q3 2025
A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 2,494 shares of IWX stock, worth $222,489. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,494
Previous 2,613
4.55%
Holding current value
$222,489
Previous $219,000
-0.0%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
237Shares Held
45.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.1MShares$1.08 Billion2.62% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$724 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.24MShares$557 Million2.3% of portfolio
-
First Citizens Bank & Trust CO5.91MShares$527 Million9.29% of portfolio
-
Ae Wealth Management LLC1.05MShares$93.5 Million0.68% of portfolio