Mine & Arao Wealth Creation & Management, Llc. Ishares Tr Russell 200 Growth Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$136.24 - $158.56 $681 - $792	-5 Reduced 2.5%	195 $30,000
Q1 2021 May 14, 2021	BUY	$127.24 - $139.47 $11,706 - $12,831	92 Added 85.19%	200 $27,000
Q3 2020 Nov 13, 2020	BUY	$108.23 - $131.63 $11,688 - $14,216	108 New	108 $13,000

Others Institutions Holding IWY

# of Institutions

514

Shares Held

52.7M

Call Options Held

Put Options Held

700

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.38 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.31 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.16 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.1 Billion
16.88% of portfolio
Envestnet Asset Management Inc

2.85M
Shares

$629 Million
0.22% of portfolio

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