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 $24,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
170
Previous 170
-0.0%
Holding current value
$24,425
Previous $21,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
163Shares Held
7.08MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$145 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$107 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$72.9 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$59.3 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.377KShares$54.2 Million3.28% of portfolio