Reliant Wealth Planning Ishares Tr Russell 200 ETF Transaction History
Reliant Wealth Planning
- $266 Million
- Q3 2025
A detailed history of Reliant Wealth Planning transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Reliant Wealth Planning holds 201,622 shares of IWL stock, worth $33.9 Million. This represents 12.59% of its overall portfolio holdings.
Number of Shares
201,622
Previous 204,525
1.42%
Holding current value
$33.9 Million
Previous $31.3 Million
6.94%
% of portfolio
12.59%
Previous 14.26%
Shares
4 transactions
Others Institutions Holding IWL
# of Institutions
222Shares Held
8.34MCall 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 Corp553KShares$93 Million7.86% of portfolio
-
Gilbert & Cook, Inc.516KShares$86.7 Million11.2% of portfolio
-
Richmond Investment Services, LLC Mequon, WI386KShares$64.9 Million11.93% of portfolio