Global Wealth Management Investment Advisory, Inc. Ishares Tr Russell 200 Growth Transaction History
Global Wealth Management Investment Advisory, Inc.
- $462 Million
- Q3 2024
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 16,056 shares of IWY stock, worth $3.54 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
16,056
Previous 16,312
1.57%
Holding current value
$3.54 Million
Previous $3.5 Million
0.97%
% of portfolio
0.77%
Previous 0.82%
Shares
25 transactions
Others Institutions Holding IWY
# of Institutions
515Shares Held
52.7MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.31 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.16 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.1 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$629 Million0.22% of portfolio