Tru Wealth Advisors, LLC Ishares Tr Russell 200 ETF Transaction History
Tru Wealth Advisors, LLC
- $1.8 Billion
- Q3 2025
A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 1,453 shares of IWL stock, worth $241,081. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,453
Previous 1,453
-0.0%
Holding current value
$241,081
Previous $222,000
8.56%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWL
# of Institutions
215Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio