Elm3 Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History
Elm3 Financial Group, LLC
- $120 Billion
- Q2 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 3,285 shares of IWY stock, worth $850,815. This represents 0.67% of its overall portfolio holdings.
Number of Shares
3,285
Previous 3,527
6.86%
Holding current value
$850,815
Previous $744 Million
8.85%
% of portfolio
0.67%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
52.2MCall Options Held
7.6KPut Options Held
7.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.58 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.54 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.3 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.25 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$626 Million0.14% of portfolio