New Edge Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, New Edge Advisors, LLC holds 148,070 shares of IWY stock, worth $29.6 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
148,070
Previous 117,327
26.2%
Holding current value
$29.6 Million
Previous $20.6 Million
40.52%
% of portfolio
0.26%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding IWY
# of Institutions
462Shares Held
51.1MCall Options Held
2KPut Options Held
1.2K-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.2 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.19 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.76MShares$1.15 Billion4.44% of portfolio
-
First Citizens Bank & Trust CO5.43MShares$1.09 Billion17.04% of portfolio
-
Envestnet Asset Management Inc2.64MShares$528 Million0.2% of portfolio