Mount Yale Investment Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 143 shares of IWY stock, worth $39,000. This represents 0.0% of its overall portfolio holdings.
Number of Shares
143Holding current value
$39,000% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
651Shares Held
52.4MCall Options Held
6.9KPut Options Held
4.2K-
Tiaa Trust, National Association Charlotte, NC6.1MShares$1.66 Billion3.95% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.62 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.31 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.25 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.41MShares$657 Million0.15% of portfolio