Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 172 shares of IWY stock, worth $39,883. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172
Previous 172
-0.0%
Holding current value
$39,883
Previous $40,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
596Shares Held
51.9MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.4 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.38 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.19 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.14 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$560 Million0.14% of portfolio