Adams Wealth Management Ishares Tr Russell 200 ETF Transaction History
Adams Wealth Management
- $474 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio