Triad Wealth Partners, LLC Ishares Tr Russell 200 Value E Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$72.57 - $76.65 $36,357 - $38,401	501 New	501 $37.5 Million

Others Institutions Holding IWX

# of Institutions

172

Shares Held

46.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

10.3M
Shares

$858 Million
2.39% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$674 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$569 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$524 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$500 Million
0.16% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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