Strategic Financial Concepts, LLC Ishares Tr Russell 200 Growth Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 228,205 shares of IWY stock, worth $50 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
228,205
Previous 7,381
2991.79%
Holding current value
$50 Million
Previous $1.44 Billion
6.45%
% of portfolio
0.78%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.5MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.22 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.15 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$625 Million0.22% of portfolio