New Edge Advisors, LLC Ishares Tr Russell 200 Value E Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, New Edge Advisors, LLC holds 180,592 shares of IWX stock, worth $15 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
180,592
Previous 160,634
12.42%
Holding current value
$15 Million
Previous $12 Million
22.12%
% of portfolio
0.1%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding IWX
# of Institutions
198Shares Held
50.5MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$881 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$675 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$570 Million1.99% of portfolio
-
Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$480 Million7.1% of portfolio