Beacon Financial Advisory LLC Ishares Tr Russell 200 Growth Call Options Transaction History

Beacon Financial Advisory LLC

$298 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWY

# of Institutions

608

Shares Held

54.2M

Call Options Held

3.4K

Put Options Held

2.2K

Tiaa Trust, National Association Charlotte, NC

6.25M
Shares

$1.34 Billion
4.46% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.27 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.12M
Shares

$1.1 Billion
4.56% of portfolio
First Citizens Bank & Trust CO

4.91M
Shares

$1.05 Billion
17.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.37M
Shares

$506 Million
0.15% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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