Ae Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ae Wealth Management LLC holds 654,101 shares of IWY stock, worth $149 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
654,101
Previous 661,320
1.09%
Holding current value
$149 Million
Previous $142 Million
1.46%
% of portfolio
1.48%
Previous 1.57%
Shares
30 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio