Peninsula Wealth, LLC Ishares Tr Russell 200 Growth Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Peninsula Wealth, LLC holds 7,971 shares of IWY stock, worth $1.89 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,971Holding current value
$1.89 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
540Shares Held
50.2MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.55 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.41 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.24 Billion4.13% of portfolio
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First Citizens Bank & Trust CO5.05MShares$1.2 Billion18.48% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.06MShares$488 Million0.12% of portfolio