Sound Income Strategies, LLC Ishares Tr Russell 200 Value E Transaction History
Sound Income Strategies, LLC
- $1.47 Billion
- Q4 2024
A detailed history of Sound Income Strategies, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1,889 shares of IWX stock, worth $156,862. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,889
Previous 2,013
6.16%
Holding current value
$156,862
Previous $163,000
8.59%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
51.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$880 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$674 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$569 Million1.99% of portfolio
-
Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$479 Million7.1% of portfolio