Asset Dedication, LLC Ishares Tr Russell 200 Growth Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Asset Dedication, LLC holds 550 shares of IWY stock, worth $121,214. This represents 0.01% of its overall portfolio holdings.
Number of Shares
550
Previous 550
-0.0%
Holding current value
$121,214
Previous $117,000
3.42%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
515Shares Held
52.7MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.31 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.16 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.1 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$629 Million0.22% of portfolio