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

529

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.59 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.44 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.27 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.21 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$499 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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