Elm3 Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History
Elm3 Financial Group, LLC
- $122 Billion
- Q3 2025
A detailed history of Elm3 Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 2,980 shares of IWY stock, worth $812,735. This represents 0.67% of its overall portfolio holdings.
Number of Shares
2,980
Previous 3,285
9.28%
Holding current value
$812,735
Previous $810 Million
0.7%
% of portfolio
0.67%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding IWY
# of Institutions
640Shares Held
52.9MCall 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