Foundations Investment Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
205Shares Held
8.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY692KShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC587KShares$85.5 Million0.01% of portfolio
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Tompkins Financial Corp577KShares$84 Million7.69% of portfolio
-
Gilbert & Cook, Inc.517KShares$75.3 Million10.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN350KShares$50.9 Million0.01% of portfolio