Family Wealth Group, LLC Ishares Tr Russell 200 Growth Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,732 shares of IWY stock, worth $4.11 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
18,732
Previous 19,585
4.36%
Holding current value
$4.11 Million
Previous $3.82 Million
5.16%
% of portfolio
4.35%
Previous 4.4%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
513Shares Held
53.5MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.22 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.15 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$625 Million0.22% of portfolio