Intergy Private Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
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 2,820 shares of IWO stock, worth $759,369. This represents 0.31% of its overall portfolio holdings.
Number of Shares
2,820
Previous 2,819
0.04%
Holding current value
$759,369
Previous $763,000
3.01%
% of portfolio
0.31%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding IWO
# of Institutions
985Shares Held
33.4MCall Options Held
84KPut Options Held
36K-
Bank Of America Corp Charlotte, NC3.37MShares$908 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.51MShares$675 Million0.05% of portfolio
-
Barings LLC1.55MShares$417 Million10.0% of portfolio
-
Tiaa Trust, National Association Charlotte, NC1.42MShares$383 Million1.15% of portfolio
-
Tiaa, Fsb St. Louis, MO1.37MShares$370 Million1.21% of portfolio