Mbl Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Mbl Wealth, LLC
- $833 Million
- Q2 2024
A detailed history of Mbl Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Mbl Wealth, LLC holds 5,000 shares of IWY stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$1.08 Million
Previous $975,000
9.95%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
513Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.36 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.29 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.21 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.14 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$619 Million0.22% of portfolio