Retirement Capital Strategies Ishares Tr Russell 200 ETF Transaction History
Retirement Capital Strategies
- $231 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$116 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC616KShares$103 Million0.01% of portfolio
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Tompkins Financial Corp553KShares$92.7 Million7.86% of portfolio
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Gilbert & Cook, Inc.531KShares$89.1 Million11.19% of portfolio
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Richmond Investment Services, LLC Mequon, WI377KShares$63.1 Million12.18% of portfolio