O'Brien Wealth Partners LLC Ishares Tr Russell 200 Growth Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-847 Closed	0 $0
Q1 2018 Apr 11, 2018	BUY	N/A	847 New	847 $62,000

Others Institutions Holding IWY

# of Institutions

515

Shares Held

52.7M

Call Options Held

6K

Put Options Held

700

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.38 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.31 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.16 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.1 Billion
16.88% of portfolio
Envestnet Asset Management Inc

2.85M
Shares

$629 Million
0.22% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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