Bogart Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Bogart Wealth, LLC holds 56 shares of IWY stock, worth $11,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$11,992

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$210.19 - $243.33 $11,770 - $13,626	56 New	56 $11,000

Others Institutions Holding IWY

# of Institutions

598

Shares Held

52.3M

Call Options Held

3.4K

Put Options Held

2.2K

Tiaa Trust, National Association Charlotte, NC

6.03M
Shares

$1.29 Billion
3.98% 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

2.42M
Shares

$517 Million
0.14% of portfolio

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

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