Trademark Financial Management, LLC Ishares Tr Russell 200 Growth Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trademark Financial Management, LLC holds 946 shares of IWY stock, worth $202,046. This represents 0.17% of its overall portfolio holdings.
Number of Shares
946Holding current value
$202,046% of portfolio
0.17%Shares
1 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$1.34 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
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First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio
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Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio