Smi Advisory Services, LLC Ishares Tr Russell 200 Value E Transaction History

Smi Advisory Services, LLC

$385 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$62.44 - $68.0 $1,248 - $1,360	20 Added 0.5%	4,042 $263,000
Q4 2022 Jan 03, 2023	BUY	$58.03 - $67.72 $233,396 - $272,369	4,022 New	4,022 $0

Others Institutions Holding IWX

# of Institutions

198

Shares Held

51.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$833 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$638 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$538 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$496 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$473 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.