Geo Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Geo Wealth Management, LLC holds 35,779 shares of IWY stock, worth $8.52 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
35,779
Previous 22,968
55.78%
Holding current value
$8.52 Million
Previous $4.93 Million
59.79%
% of portfolio
0.29%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding IWY
# of Institutions
530Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.56 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.42 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.25 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.19 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$490 Million0.12% of portfolio