Reliant Wealth Planning Ishares Tr Russell 200 ETF Transaction History
Reliant Wealth Planning
- $220 Million
- Q2 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 204,525 shares of IWL stock, worth $34.1 Million. This represents 14.26% of its overall portfolio holdings.
Number of Shares
204,525
Previous 186,515
9.66%
Holding current value
$34.1 Million
Previous $25.6 Million
22.19%
% of portfolio
14.26%
Previous 13.02%
Shares
3 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$103 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$92.3 Million7.96% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.6 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.8 Million12.18% of portfolio