Assetmark, Inc Ishares Tr Russell 200 ETF Transaction History

Assetmark, Inc

$32.1 Billion
Q2 2024

A detailed history of Assetmark, Inc transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Assetmark, Inc holds 10 shares of IWL stock, worth $1,398. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 10 -0.0%

Holding current value

$1,398

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$113.2 - $127.12 $1,132 - $1,271	10 New	10 $1,000

Others Institutions Holding IWL

# of Institutions

161

Shares Held

7.21M

Call Options Held

Put Options Held

Tompkins Financial Corp

927K
Shares

$130 Million
13.02% of portfolio
Morgan Stanley New York, NY

583K
Shares

$81.5 Million
0.01% of portfolio
Gilbert & Cook, Inc.

483K
Shares

$67.5 Million
9.56% of portfolio
Bank Of America Corp Charlotte, NC

405K
Shares

$56.6 Million
0.0% of portfolio
Mc Kinley Carter Wealth Services, Inc.

394K
Shares

$55.1 Million
3.43% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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