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 $1.44 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,308
Previous 17,308
-0.0%
Holding current value
$1.44 Million
Previous $1.41 Million
2.77%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IWX
# of Institutions
196Shares Held
51MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$879 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$674 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$569 Million1.99% of portfolio
-
Envestnet Asset Management Inc6.02MShares$499 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$479 Million7.1% of portfolio