Mine & Arao Wealth Creation & Management, Llc. Ishares Tr Russell 200 Value E Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$64.02 - $67.44 $128 - $134	-2 Reduced 0.4%	500 $33,000
Q2 2022 Aug 16, 2022	BUY	$59.87 - $70.62 $119 - $141	2 Added 0.4%	502 $31,000
Q1 2021 May 14, 2021	BUY	$57.19 - $63.99 $2,630 - $2,943	46 Added 10.13%	500 $32,000
Q3 2020 Nov 13, 2020	BUY	$48.54 - $53.66 $22,037 - $24,361	454 New	454 $23,000

Others Institutions Holding IWX

# of Institutions

195

Shares Held

51.7M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$893 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$684 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$577 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$532 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$507 Million
0.16% of portfolio

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