First Foundation Advisors Ishares Tr Russell 200 Growth Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$136.12 - $150.82 $235,079 - $260,466	-1,727 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$127.24 - $139.47 $219,743 - $240,864	1,727 New	1,727 $232,000

Others Institutions Holding IWY

# of Institutions

558

Shares Held

51.5M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.56 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.42 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.25 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.05M
Shares

$1.2 Billion
18.48% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$491 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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