Mason & Associates Inc Ishares Tr Russell 200 Value E Transaction History
Mason & Associates Inc
- $414 Million
- Q2 2025
A detailed history of Mason & Associates Inc transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Mason & Associates Inc holds 8,420 shares of IWX stock, worth $745,170. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,420
Previous 8,420
-0.0%
Holding current value
$745,170
Previous $691,000
2.46%
% of portfolio
0.17%
Previous 0.18%
Shares
11 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