Capital Advisory Group Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History
Capital Advisory Group Advisory Services, LLC
- $274 Million
- Q2 2025
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 3,446 shares of IWL stock, worth $528,237. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,446
Previous 6,401
46.16%
Holding current value
$528,237
Previous $874,000
39.7%
% of portfolio
0.19%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding IWL
# of Institutions
211Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$89.9 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$84.9 Million7.96% of portfolio
-
Gilbert & Cook, Inc.517KShares$79.2 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$53.6 Million0.01% of portfolio