Confluence Wealth Services, Inc. Ishares Tr Russell 200 Growth Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,799 shares of IWY stock, worth $1.04 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,799
Previous 1,205
215.27%
Holding current value
$1.04 Million
Previous $254,000
268.5%
% of portfolio
0.06%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding IWY
# of Institutions
632Shares 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