Barnes Wealth Management Group, Inc Ishares Tr Russell 200 Growth Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 1,975 shares of IWY stock, worth $475,659. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,975
Previous 2,055
3.89%
Holding current value
$475,659
Previous $483 Million
13.83%
% of portfolio
0.27%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
597Shares Held
51.9MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.45 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.43 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.23 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.18 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$582 Million0.14% of portfolio