Burns Matteson Capital Management, LLC Ishares Tr Russell 200 Growth Transaction History
Burns Matteson Capital Management, LLC
- $159 Billion
- Q2 2024
A detailed history of Burns Matteson Capital Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 29,024 shares of IWY stock, worth $6.36 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
29,024
Previous 30,146
3.72%
Holding current value
$6.36 Million
Previous $5.88 Billion
5.86%
% of portfolio
3.91%
Previous 3.8%
Shares
15 transactions
Others Institutions Holding IWY
# of Institutions
513Shares Held
53.5MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.22 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.15 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$625 Million0.22% of portfolio