Round Rock Advisors, LLC Ishares Tr Russell 200 Growth Transaction History
Round Rock Advisors, LLC
- $415 Million
- Q1 2024
A detailed history of Round Rock Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Round Rock Advisors, LLC holds 3,895 shares of IWY stock, worth $827,181. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,895
Previous 3,885
0.26%
Holding current value
$827,181
Previous $680,000
11.62%
% of portfolio
0.18%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding IWY
# of Institutions
479Shares Held
57.8MCall Options Held
2KPut Options Held
1.2K-
Williams Financial, LLC Bennington, VT7.1MShares$1.51 Billion15.79% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.99MShares$1.27 Billion3.58% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.26 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.19 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.12 Billion17.93% of portfolio