Alpha Omega Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Alpha Omega Wealth Management LLC

$510 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$86.45 - $88.64 $19,883 - $20,387	-230 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	230	230 $15,000

Others Institutions Holding IWY

# of Institutions

597

Shares Held

51.9M

Call Options Held

4.7K

Put Options Held

6.5K

Tiaa Trust, National Association Charlotte, NC

6.03M
Shares

$1.45 Billion
3.98% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.43 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.12M
Shares

$1.23 Billion
4.56% of portfolio
First Citizens Bank & Trust CO

4.91M
Shares

$1.18 Billion
17.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.42M
Shares

$582 Million
0.14% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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