Smart Wealth LLC Ishares Tr Russell 200 Growth Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Smart Wealth LLC holds 3,878 shares of IWY stock, worth $893,491. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,878
Previous 3,008
28.92%
Holding current value
$893,491
Previous $662 Million
37.84%
% of portfolio
0.32%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding IWY
# of Institutions
614Shares Held
57.7MCall Options Held
3.4KPut Options Held
2.2K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.44 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.37 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.24 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.16 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$644 Million0.22% of portfolio