Wr Wealth Planners, LLC Ishares Tr Russell 200 Value E Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 10, 2024	BUY	$57.71 - $67.79 $461 - $542	8 New	8 $462,000
Q1 2022 Oct 17, 2024	BUY	$66.32 - $71.56 $530 - $572	8 New	8 $557,000

Others Institutions Holding IWX

# of Institutions

234

Shares Held

49.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

11.2M
Shares

$900 Million
2.87% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$655 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.27M
Shares

$506 Million
2.17% of portfolio
First Citizens Bank & Trust CO

5.84M
Shares

$471 Million
8.06% of portfolio
Envestnet Asset Management Inc

4.09M
Shares

$330 Million
0.11% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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