One Wealth Advisors, LLC Ishares Tr Russell 200 Value E Transaction History
One Wealth Advisors, LLC
- $639 Million
- Q3 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, One Wealth Advisors, LLC holds 5,394 shares of IWX stock, worth $445,598. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,394
Previous 5,586
3.44%
Holding current value
$445,598
Previous $417,000
5.04%
% of portfolio
0.07%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding IWX
# of Institutions
195Shares Held
51.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$876 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$671 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$566 Million1.99% of portfolio
-
First Citizens Bank & Trust CO6.31MShares$522 Million7.86% of portfolio
-
Envestnet Asset Management Inc6.02MShares$497 Million0.16% of portfolio