Legacy Wealth Planning, LLC Ishares Tr Russell 200 Growth Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 30,279 shares of IWY stock, worth $6.67 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
30,279
Previous 30,561
0.92%
Holding current value
$6.67 Million
Previous $3.83 Million
5.46%
% of portfolio
5.99%
Previous 5.49%
Shares
14 transactions
Others Institutions Holding IWY
# of Institutions
514Shares Held
52.7MCall Options Held
6KPut Options Held
700-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.31 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.16 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.1 Billion16.88% of portfolio
-
Envestnet Asset Management Inc2.85MShares$629 Million0.22% of portfolio