Life Wealth Investments, LLC Ishares Tr Russell 200 Value E Transaction History
Life Wealth Investments, LLC
- $351 Billion
- Q3 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 178,260 shares of IWX stock, worth $15.9 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
178,260
Previous 159,893
11.49%
Holding current value
$15.9 Million
Previous $13.5 Billion
16.37%
% of portfolio
4.46%
Previous 4.37%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
238Shares 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