Kelly Financial Services LLC Ishares Tr Russell 200 Growth Transaction History
Kelly Financial Services LLC
- $268 Million
- Q2 2024
A detailed history of Kelly Financial Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kelly Financial Services LLC holds 5,573 shares of IWY stock, worth $1.19 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,573
Previous 4,334
28.59%
Holding current value
$1.19 Million
Previous $845,000
41.42%
% of portfolio
0.45%
Previous 0.34%
Shares
6 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
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio