Aspire Wealth Management Corp Ishares Tr Russell 200 Growth Transaction History
Aspire Wealth Management Corp
- $158 Million
- Q1 2024
A detailed history of Aspire Wealth Management Corp transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Aspire Wealth Management Corp holds 46,865 shares of IWY stock, worth $10.1 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
46,865
Previous 44,710
4.82%
Holding current value
$10.1 Million
Previous $7.83 Million
16.71%
% of portfolio
5.8%
Previous 5.6%
Shares
10 transactions
Others Institutions Holding IWY
# of Institutions
479Shares Held
57.8MCall Options Held
2KPut Options Held
1.2K-
Williams Financial, LLC Bennington, VT7.1MShares$1.53 Billion15.79% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.29 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.2 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.13 Billion17.93% of portfolio