Private Ocean, LLC Ishares Tr Russell 200 ETF Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Private Ocean, LLC holds 170 shares of IWL stock, worth $28,585. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170
Previous 170
-0.0%
Holding current value
$28,585
Previous $21,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.35MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY683KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC622KShares$105 Million0.01% of portfolio
-
Tompkins Financial Corp571KShares$96 Million7.65% of portfolio
-
Gilbert & Cook, Inc.509KShares$85.6 Million11.07% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio