Merkkuri Wealth Advisors LLC Ishares Tr Russell 200 ETF Transaction History
Merkkuri Wealth Advisors LLC
- $132 Billion
- Q2 2025
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 1,638 shares of IWL stock, worth $274,545. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,638
Previous 2,938
44.25%
Holding current value
$274,545
Previous $404 Million
37.9%
% of portfolio
0.19%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding IWL
# of Institutions
216Shares Held
8.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$116 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$103 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$92.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$89.1 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$63.1 Million12.18% of portfolio