J.W. Cole Advisors, Inc. Ishares Tr Russell 200 ETF Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 2,209 shares of IWL stock, worth $366,517. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,209
Previous 2,198
0.5%
Holding current value
$366,517
Previous $302,000
11.92%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio