Hbk Sorce Advisory LLC Ishares Tr Russell 200 Growth Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q1 2025
A detailed history of Hbk Sorce Advisory LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 2,244 shares of IWY stock, worth $510,038. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,244
Previous 2,241
0.13%
Holding current value
$510,038
Previous $527,000
10.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
595Shares Held
51.8MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.37 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.35 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.16 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.12 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$549 Million0.14% of portfolio