Integrated Wealth Concepts LLC Ishares Tr Russell 200 Growth Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,019 shares of IWY stock, worth $858,378. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,019
Previous 3,890
3.32%
Holding current value
$858,378
Previous $758,000
13.72%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.34 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 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
-
Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio