Life Plan Investment Advisors, Inc. Ishares Tr Russell 200 Value E Transaction History
Life Plan Investment Advisors, Inc.
- $162 Billion
- Q4 2024
A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 2,944 shares of IWX stock, worth $239,435. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,944
Previous 2,873
2.47%
Holding current value
$239,435
Previous $233 Million
0.35%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
199Shares Held
41.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$840 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$660 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$502 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$469 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$86.9 Million0.81% of portfolio