Smith, Salley & Associates Ishares Tr Russell 200 ETF Transaction History
Smith, Salley & Associates
- $1.48 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
166Shares Held
7.17MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp1.01MShares$150 Million13.68% of portfolio
-
Morgan Stanley New York, NY743KShares$110 Million0.01% of portfolio
-
Gilbert & Cook, Inc.507KShares$75.4 Million9.92% of portfolio
-
Bank Of America Corp Charlotte, NC412KShares$61.4 Million0.0% of portfolio
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Mc Kinley Carter Wealth Services, Inc.377KShares$56.1 Million3.28% of portfolio