Strategic Equity Management Ishares Tr Russell 200 ETF Transaction History
Strategic Equity Management
- $244 Million
- Q2 2025
A detailed history of Strategic Equity Management transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Strategic Equity Management holds 47,353 shares of IWL stock, worth $7.5 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
47,353
Previous 53,278
11.12%
Holding current value
$7.5 Million
Previous $7.28 Million
0.41%
% of portfolio
2.97%
Previous 3.51%
Shares
19 transactions
Others Institutions Holding IWL
# of Institutions
216Shares Held
8.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$97.6 Million0.01% of portfolio
-
Tompkins Financial Corp554KShares$87.8 Million7.96% of portfolio
-
Gilbert & Cook, Inc.531KShares$84.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$59.7 Million12.18% of portfolio