Holos Integrated Wealth LLC Ishares Tr Russell 200 ETF Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 37,170 shares of IWL stock, worth $5.89 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
37,170
Previous 57,178 34.99%
Holding current value
$5.89 Million
Previous $8.27 Billion 38.27%
% of portfolio
3.35%
Previous 5.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
SELL
$135.83 - $151.73 $2.72 Million - $3.04 Million
-20,008 Reduced 34.99%
37,170 $5.11 Billion
Q4 2024

Aug 08, 2025
BUY
$138.92 - $149.97 $7.94 Million - $8.57 Million
57,178 New
57,178 $8.27 Billion

Others Institutions Holding IWL

# of Institutions
215
Shares Held
8.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
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