Heritage Wealth Advisors Ishares Tr Russell 200 Growth Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
A detailed history of Heritage Wealth Advisors transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Heritage Wealth Advisors holds 83 shares of IWY stock, worth $22,636. This represents 0.0% of its overall portfolio holdings.
Number of Shares
83
Previous 83
-0.0%
Holding current value
$22,636
Previous $17,000
17.65%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
640Shares Held
52.9MCall Options Held
6.8KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.03MShares$1.37 Billion5.08% of portfolio
-
First Citizens Bank & Trust CO4.82MShares$1.31 Billion18.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio