Life Wealth Investments, LLC Ishares Tr Russell 200 Value E Transaction History
Life Wealth Investments, LLC
- $244 Billion
- Q1 2025
A detailed history of Life Wealth Investments, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Life Wealth Investments, LLC holds 130,183 shares of IWX stock, worth $10.5 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
130,183
Previous 74,250
75.33%
Holding current value
$10.5 Million
Previous $5.87 Billion
82.32%
% of portfolio
4.38%
Previous 3.89%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
234Shares Held
49.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$900 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$655 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$506 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$471 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$330 Million0.11% of portfolio