Berger Financial Group, Inc Ishares Tr Russell 200 Growth Transaction History
Berger Financial Group, Inc
- $1.08 Billion
- Q2 2024
A detailed history of Berger Financial Group, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Berger Financial Group, Inc holds 21,474 shares of IWY stock, worth $4.89 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
21,474
Previous 35,537
39.57%
Holding current value
$4.89 Million
Previous $6.93 Million
33.56%
% of portfolio
0.43%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
514Shares Held
50.3MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.43 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.35 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.19 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.96MShares$447 Million0.12% of portfolio