Intergy Private Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,822 shares of IWO stock, worth $719,722. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,822
Previous 2,822
-0.0%
Holding current value
$719,722
Previous $812,000
10.59%
% of portfolio
0.28%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding IWO
# of Institutions
1,135Shares Held
33.4MCall Options Held
174KPut Options Held
60.5K-
Bank Of America Corp Charlotte, NC3.63MShares$926 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.55MShares$649 Million0.05% of portfolio
-
Barings LLC1.54MShares$394 Million10.99% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.51MShares$385 Million1.32% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$350 Million1.21% of portfolio