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 Million. This represents 11.64% of its overall portfolio holdings.
Number of Shares
509,205
Previous 417,093
22.08%
Holding current value
$43 Million
Previous $33.9 Million
26.38%
% of portfolio
11.64%
Previous 10.67%
Shares
3 transactions
Others Institutions Holding IWX
# of Institutions
226Shares Held
46.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.07 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$687 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$555 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$525 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$86 Million0.73% of portfolio