Jackson Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History
Jackson Wealth Management, LLC
- $535 Million
- Q1 2024
A detailed history of Jackson Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 38,900 shares of IWY stock, worth $8.34 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
38,900
Previous 39,184
0.72%
Holding current value
$8.34 Million
Previous $6.87 Million
10.55%
% of portfolio
1.42%
Previous 1.41%
Shares
5 transactions
Others Institutions Holding IWY
# of Institutions
463Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.28 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.24 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.16 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$566 Million0.2% of portfolio