Calton & Associates, Inc. Ishares Tr Russell 200 Growth Transaction History
Calton & Associates, Inc.
- $412 Million
- Q1 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 1,132 shares of IWY stock, worth $277,906. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,132
Previous 32,819
96.55%
Holding current value
$277,906
Previous $6.92 Million
96.56%
% of portfolio
0.06%
Previous 0.86%
Shares
8 transactions
Others Institutions Holding IWY
# of Institutions
597Shares Held
51.9MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.48 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.46 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.26 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.21 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$593 Million0.14% of portfolio