Waldron Private Wealth LLC Ishares Tr Russell 200 Value E Transaction History
Waldron Private Wealth LLC
- $2.47 Billion
- Q4 2024
A detailed history of Waldron Private Wealth LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Waldron Private Wealth LLC holds 17,308 shares of IWX stock, worth $1.41 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,308
Previous 17,308
-0.0%
Holding current value
$1.41 Million
Previous $1.41 Million
2.77%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
199Shares Held
41.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$840 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$660 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$502 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$469 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$86.9 Million0.81% of portfolio