New Edge Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,972 shares of IWY stock, worth $962,693. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,972
Previous 3,972
-0.0%
Holding current value
$962,693
Previous $874,000
6.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
606Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.51 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.44 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.3 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.22 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$677 Million0.22% of portfolio