Plante Moran Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Plante Moran Financial Advisors, LLC

$1.16 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-145 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	145 New	145 $10,000

Others Institutions Holding IWY

# of Institutions

594

Shares Held

51.8M

Call Options Held

4.7K

Put Options Held

6.5K

Tiaa Trust, National Association Charlotte, NC

6.03M
Shares

$1.29 Billion
3.98% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.27 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.12M
Shares

$1.1 Billion
4.56% of portfolio
First Citizens Bank & Trust CO

4.91M
Shares

$1.05 Billion
17.52% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.42M
Shares

$517 Million
0.14% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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