Morningstar Investment Services LLC Ishares Tr Russell 200 Growth Transaction History
Morningstar Investment Services LLC
- $9.2 Billion
- Q2 2024
A detailed history of Morningstar Investment Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Morningstar Investment Services LLC holds 3,711 shares of IWY stock, worth $792,595. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,711
Previous 2,662
39.41%
Holding current value
$792,595
Previous $521,000
53.93%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.6MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.34 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$609 Million0.22% of portfolio