Crumly & Associates Inc. Ishares Tr Russell 200 ETF Transaction History

Crumly & Associates Inc.

$333 Million
Q2 2025

A detailed history of Crumly & Associates Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Crumly & Associates Inc. holds 3,427 shares of IWL stock, worth $525,324. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,427

Holding current value

$525,324

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 02, 2025	BUY	$122.36 - $153.12 $419,327 - $524,742	3,427 New	3,427 $522,000

Others Institutions Holding IWL

# of Institutions

211

Shares Held

8.33M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

692K
Shares

$106 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

587K
Shares

$89.9 Million
0.01% of portfolio
Tompkins Financial Corp

554K
Shares

$84.9 Million
7.96% of portfolio
Gilbert & Cook, Inc.

517K
Shares

$79.2 Million
10.44% of portfolio
Ameriprise Financial Inc Minneapolis, MN

350K
Shares

$53.6 Million
0.01% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Crumly & Associates Inc. Ishares Tr Russell 200 ETF Transaction History