Key Client Fiduciary Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,556 shares of IWY stock, worth $570,039. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,556
Previous 2,413
5.93%
Holding current value
$570,039
Previous $422,000
18.01%
% of portfolio
0.3%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding IWY
# of Institutions
462Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.34 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.33 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.28 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.21 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$589 Million0.2% of portfolio