Calton & Associates, Inc. Ishares Tr Russell 200 Growth Transaction History
Calton & Associates, Inc.
- $542 Million
- Q2 2025
A detailed history of Calton & Associates, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Calton & Associates, Inc. holds 1,196 shares of IWY stock, worth $326,185. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,196
Previous 1,132
5.65%
Holding current value
$326,185
Previous $238,000
23.53%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding IWY
# of Institutions
637Shares Held
52.8MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio