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 $15.6 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
178,260
Previous 159,893
11.49%
Holding current value
$15.6 Million
Previous $13.5 Billion
16.37%
% of portfolio
4.46%
Previous 4.37%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
231Shares Held
46.2MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.1 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$710 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$575 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$543 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$89 Million0.73% of portfolio