Ae Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
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 627,860 shares of IWY stock, worth $171 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
627,860
Previous 599,558
4.72%
Holding current value
$171 Million
Previous $126 Million
22.38%
% of portfolio
1.32%
Previous 1.21%
Shares
33 transactions
Others Institutions Holding IWY
# of Institutions
632Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio