Svb Wealth LLC Ishares Tr Russell 200 Value E Transaction History
Svb Wealth LLC
- $1.85 Billion
- Q2 2025
A detailed history of Svb Wealth LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Svb Wealth LLC holds 532,559 shares of IWX stock, worth $46.2 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
532,559Holding current value
$46.2 Million% of portfolio
2.43%Shares
7 transactions
Others Institutions Holding IWX
# of Institutions
226Shares Held
46.4MCall 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$704 Million1.98% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.57MShares$570 Million2.27% of portfolio
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First Citizens Bank & Trust CO6.21MShares$538 Million8.06% of portfolio
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Ae Wealth Management LLC1.02MShares$88.2 Million0.73% of portfolio