Leeward Financial Partners, LLC Ishares Tr Russell 200 Growth Transaction History

Leeward Financial Partners, LLC

$263 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$117.74 - $138.93 $177,080 - $208,950	1,504 New	1,504 $208,000

Others Institutions Holding IWY

# of Institutions

528

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.5 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.36 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.2 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.14 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$470 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leeward Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.