Great Valley Advisor Group, Inc. Ishares Tr Russell 200 ETF Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 23,876 shares of IWL stock, worth $3.43 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,876
Previous 23,167
3.06%
Holding current value
$3.43 Million
Previous $3.1 Million
8.06%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
164Shares Held
7.09MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$145 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$72.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.3 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.2 Million3.28% of portfolio