Abound Wealth Management Ishares Tr Russell 200 Growth Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Aug 07, 2024	SELL	$117.55 - $131.34 $15,634 - $17,468	-133 Closed	0 $0
Q3 2022 Aug 07, 2024	BUY	$119.49 - $146.95 $15,892 - $19,544	133 New	133 $15.9 Million

Others Institutions Holding IWY

# of Institutions

514

Shares Held

50.3M

Call Options Held

6K

Put Options Held

700

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.43 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.35 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.19 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.14 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.96M
Shares

$447 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.