Merkkuri Wealth Advisors LLC Ishares Tr Russell 200 ETF Transaction History
Merkkuri Wealth Advisors LLC
- $138 Billion
- Q3 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 1,641 shares of IWL stock, worth $275,934. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,641
Previous 1,638
0.18%
Holding current value
$275,934
Previous $251 Million
8.73%
% of portfolio
0.2%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio