New Edge Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 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 $907,721. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,972
Previous 2,862
38.78%
Holding current value
$907,721
Previous $613,000
42.58%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
528Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.5 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.36 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.2 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.14 Billion16.88% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.06MShares$470 Million0.12% of portfolio