Efficient Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Efficient Advisors, LLC
- $1.59 Billion
- Q3 2024
A detailed history of Efficient Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Efficient Advisors, LLC holds 4,714 shares of IWL stock, worth $706,298. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,714
Previous 4,891
3.62%
Holding current value
$706,298
Previous $655,000
1.07%
% of portfolio
0.04%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding IWL
# of Institutions
165Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$151 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$111 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$76 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$61.8 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$56.5 Million3.28% of portfolio