Novak & Powell Financial Services, Inc. Ishares Tr Russell 200 Growth Transaction History
Novak & Powell Financial Services, Inc.
- $134 Billion
- Q1 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 1,400 shares of IWY stock, worth $302,134. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,400
Previous 1,400
-0.0%
Holding current value
$302,134
Previous $245 Million
11.35%
% of portfolio
0.2%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
479Shares Held
57.8MCall Options Held
2KPut Options Held
1.2K-
Williams Financial, LLC Bennington, VT7.1MShares$1.53 Billion15.79% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.29 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.28 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.2 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.13 Billion17.93% of portfolio