O'Shaughnessy Asset Management, LLC Ishares Tr Russell 200 ETF Transaction History
O'Shaughnessy Asset Management, LLC
- $14.2 Billion
- Q2 2025
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 123 shares of IWL stock, worth $20,616. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123
Previous 123
-0.0%
Holding current value
$20,616
Previous $16,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
216Shares Held
8.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$116 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$103 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$92.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$89.1 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$63.1 Million12.18% of portfolio