Surience Private Wealth LLC Ishares Tr Russell 200 Value E Transaction History

Surience Private Wealth LLC

$97.3 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$69.24 - $76.32 $7.27 Million - $8.01 Million	104,933 New	104,933 $8.01 Million

Others Institutions Holding IWX

# of Institutions

195

Shares Held

51.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$893 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$684 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$577 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$532 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$507 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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