Instrumental Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Instrumental Wealth, LLC
- $230 Billion
- Q1 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Instrumental Wealth, LLC holds 1,343 shares of IWY stock, worth $285,212. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,343
Previous 1,095
22.65%
Holding current value
$285,212
Previous $201 Million
36.21%
% of portfolio
0.12%
Previous 0.22%
Shares
2 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
-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.27 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.26 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio