Instrumental Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Instrumental Wealth, LLC
- $96.8 Billion
- Q2 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,033 shares of IWY stock, worth $422,111. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,033
Previous 1,343
51.38%
Holding current value
$422,111
Previous $273 Million
52.69%
% of portfolio
0.43%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.3 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.23 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.16 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.09 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$592 Million0.22% of portfolio