Badgley Phelps Wealth Managers, LLC Ishares Russell 2000 Gwt ETF Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 201,080 shares of IWO stock, worth $52.8 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
201,080
Previous 195,597
2.8%
Holding current value
$52.8 Million
Previous $49.3 Million
10.38%
% of portfolio
1.45%
Previous 1.36%
Shares
11 transactions
Others Institutions Holding IWO
# of Institutions
999Shares Held
33.4MCall Options Held
196KPut Options Held
68.4K-
Morgan Stanley New York, NY3.35MShares$878 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.2MShares$841 Million0.08% of portfolio
-
Barings LLC1.47MShares$386 Million10.58% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.4MShares$367 Million1.16% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$360 Million1.21% of portfolio