Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History
Secure Asset Management, LLC
- $585 Million
- Q3 2025
A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Secure Asset Management, LLC holds 3,196 shares of IWY stock, worth $882,255. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,196
Previous 3,201
0.16%
Holding current value
$882,255
Previous $789,000
10.77%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding IWY
# of Institutions
672Shares Held
55MCall Options Held
6KPut Options Held
2.7K-
Tiaa, Fsb St. Louis, MO5.94MShares$1.64 Billion3.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC5.94MShares$1.64 Billion4.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.79MShares$1.32 Billion5.5% of portfolio
-
First Citizens Bank & Trust CO4.58MShares$1.26 Billion22.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.18MShares$878 Million0.21% of portfolio