Milestone Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 27,316 shares of IWY stock, worth $6.29 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
27,316
Previous 28,961
5.68%
Holding current value
$6.29 Million
Previous $6.37 Million
0.85%
% of portfolio
1.78%
Previous 1.82%
Shares
9 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.44 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.37 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.24 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.16 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$644 Million0.22% of portfolio