Ballast Advisors LLC Ishares Tr Russell 200 Growth Transaction History
Ballast Advisors LLC
- $323 Million
- Q4 2024
A detailed history of Ballast Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ballast Advisors LLC holds 2,969 shares of IWY stock, worth $640,294. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,969
Previous 2,969
-0.0%
Holding current value
$640,294
Previous $653,000
6.89%
% of portfolio
0.22%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
615Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.35 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.16 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.09 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$603 Million0.22% of portfolio