Transcend Capital Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Transcend Capital Advisors, LLC

$1.35 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$57.71 - $67.79 $343,547 - $403,553	5,953 New	5,953 $344,000

Others Institutions Holding IWX

# of Institutions

199

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$840 Million
2.48% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$660 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.17M
Shares

$502 Million
1.75% of portfolio
First Citizens Bank & Trust CO

5.77M
Shares

$469 Million
7.1% of portfolio
Ae Wealth Management LLC

1.07M
Shares

$86.9 Million
0.81% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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