Simplicity Wealth,Llc Ishares Tr Russell 200 Value E Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Simplicity Wealth,Llc holds 98,954 shares of IWX stock, worth $8.4 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
98,954
Previous 11,934
729.18%
Holding current value
$8.4 Million
Previous $943,000
753.34%
% of portfolio
0.67%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding IWX
# of Institutions
234Shares Held
49.5MCall 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