Insight Wealth Strategies, LLC Ishares Tr Russell 200 Growth Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 20,427 shares of IWY stock, worth $4.34 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
20,427Holding current value
$4.34 Million% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
479Shares Held
57.8MCall Options Held
2KPut Options Held
1.2K-
Williams Financial, LLC Bennington, VT7.1MShares$1.51 Billion15.79% of portfolio
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Tiaa Trust, National Association Charlotte, NC5.99MShares$1.27 Billion3.58% of portfolio
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Tiaa, Fsb St. Louis, MO5.94MShares$1.26 Billion3.41% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
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First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio