R Pg Family Wealth Advisory, LLC Ishares Tr Russell 200 Growth Transaction History

R Pg Family Wealth Advisory, LLC

$284 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$73.46 - $106.09 $27,988 - $40,420	-381 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	381 New	381 $0

Others Institutions Holding IWY

# of Institutions

558

Shares Held

51.5M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.56 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.42 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.25 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.05M
Shares

$1.2 Billion
18.48% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$491 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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