Align Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Align Wealth Management, LLC

$118 Billion
Q4 2022

A detailed history of Align Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Align Wealth Management, LLC holds 8 shares of IWL stock, worth $1,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,116

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 09, 2023	BUY	$84.55 - $96.02 $676 - $768	8 New	8 $679,000

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.09M

Call Options Held

Put Options Held

Tompkins Financial Corp

1M
Shares

$140 Million
13.62% of portfolio
Morgan Stanley New York, NY

608K
Shares

$84.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$80.7 Million
0.01% of portfolio
Gilbert & Cook, Inc.

504K
Shares

$70.3 Million
10.47% of portfolio
Ameriprise Financial Inc Minneapolis, MN

368K
Shares

$51.4 Million
0.01% of portfolio

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Align Wealth Management, LLC with notifications on news.

Account

Align Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History