Legacy Advisory Services, LLC Ishares Tr Russell 200 Value E Transaction History
Legacy Advisory Services, LLC
- $126 Billion
- Q2 2025
A detailed history of Legacy Advisory Services, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 67,162 shares of IWX stock, worth $5.94 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
67,162
Previous 68,771
2.34%
Holding current value
$5.94 Million
Previous $5.65 Billion
0.05%
% of portfolio
4.48%
Previous 4.77%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
224Shares Held
46.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.12 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$719 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$581 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$549 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$90 Million0.73% of portfolio