Richard P Slaughter Associates Inc Ishares Tr Russell 200 Value E Transaction History
Richard P Slaughter Associates Inc
- $339 Million
- Q3 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 405,527 shares of IWX stock, worth $35.5 Million. This represents 10.52% of its overall portfolio holdings.
Number of Shares
405,527
Previous 509,205
20.36%
Holding current value
$35.5 Million
Previous $42.9 Million
16.87%
% of portfolio
10.52%
Previous 11.64%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
227Shares Held
46.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.1 Billion2.79% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$710 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$575 Million2.27% of portfolio
-
First Citizens Bank & Trust CO6.21MShares$543 Million8.06% of portfolio
-
Ae Wealth Management LLC1.02MShares$89 Million0.73% of portfolio