Richard P Slaughter Associates Inc Ishares Tr Russell 200 Value E Transaction History
Richard P Slaughter Associates Inc
- $368 Million
- Q2 2025
A detailed history of Richard P Slaughter Associates Inc transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Richard P Slaughter Associates Inc holds 509,205 shares of IWX stock, worth $43.2 Million. This represents 11.64% of its overall portfolio holdings.
Number of Shares
509,205
Previous 417,093
22.08%
Holding current value
$43.2 Million
Previous $33.9 Million
26.38%
% of portfolio
11.64%
Previous 10.67%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
234Shares Held
49.6MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC11.2MShares$947 Million2.87% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$689 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.27MShares$532 Million2.17% of portfolio
-
First Citizens Bank & Trust CO5.84MShares$496 Million8.06% of portfolio
-
Envestnet Asset Management Inc4.09MShares$347 Million0.11% of portfolio