Secure Asset Management, LLC Ishares Tr Russell 200 ETF Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 2,210 shares of IWL stock, worth $366,683. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,210Holding current value
$366,683% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
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Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
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Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
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Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio